July 2023 - Equity Mates Media

General

Striking a balance in the new financial year

By doing a few calculations you can determine if your portfolio is still in alignment with your intended strategy and make adjustments if needed.

31st Jul, 2023

Source: Vanguard

General

Returns rebound in 2022-23

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.

31st Jul, 2023

Source: Vanguard

General

Tim Cook on shaping the future of Apple

In an era where loud, celebrity CEOs dominate Silicon Valley, Tim Cook is a counterpoint.

31st Jul, 2023

General

Under the Hood: Exploring Betashares Diversified All Growth ETF (DHHF)

Explore the Betashares Diversified All Growth ETF (ASX: DHHF) and uncover valuable insights about this investment option

31st Jul, 2023

Weekly Round Up: July 24 - 28, 2023

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.

28th Jul, 2023

General

This week in crypto: RFK Jr. plans to back the USD with Bitcoin if elected in 2024 🚀

This week in crypto: RFK Jr. plans to back the USD with Bitcoin if elected in 2024 🚀 Read on for some of the Tweets, articles & memes from the past week.

27th Jul, 2023

General

Q2 2023 Right Tail Capital Investor Letter

In this quarter’s email Jeremy writes about the importance of patience as investors and then turns his attention to one company in his portfolio: NVR Corp.

27th Jul, 2023

General

Rise of artificial intelligence underlines role of ESG analysis

The spectrum of risks arising from artificial intelligence (AI) is wide. On one end lie doomsday scenarios involving ‘super-intelligent’ AIs that their creators can’t understand or control.

26th Jul, 2023

Source: Fidelity

General

8 sustainable investing terms you should know

New to ESG investing? Let us help you navigate its complexity with this handy infographic.

26th Jul, 2023

Source: Fidelity

General

Some way to go – corporate progress towards net-zero targets

Our third annual ESG Analyst Survey has identified a gap between the action needed to deliver net zero and how the corporate world is currently performing.

26th Jul, 2023

Source: Fidelity

General

Year in review 2022 - 2023 | Sustainable investing

Over the past 12 months, one area of focus for us has been high-emitting sectors and their decarbonisation plans

26th Jul, 2023

Source: Fidelity

General

Dealing with net zero's mining dilemma

How miners manage the social, political, and environmental risks of their operations will be crucial to the industry’s ability to deliver metals the world needs for a net zero transition.

26th Jul, 2023

Source: Fidelity

General

Let the Kids Get Weird: The Adult Problem With Children’s Books

This article made us think more about the business of children’s books than we ever have before. Because when you stop and think about them, they are a strange product

26th Jul, 2023

General

Has the CRE risk to banks gone away?

The near-term risk surrounding the real estate market, and in particular the office sector, are less acute than first thought for regional banks.

25th Jul, 2023

Source: J.P Morgan Asset Management

General

Monthly Market Review - June 2023 (Australia)

A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.

25th Jul, 2023

Source: J.P Morgan Asset Management

General

Get started weekly: How we cut our household budget 💰

The perfect compliment to our Get Started Investing podcast series. Every week we’ll break down one key component of the world of finance to help you get started on your investing journey. Perfect for beginner investors or for those that want a refresher on some key investing terms and concepts.

25th Jul, 2023

General

Under the Hood: The Mechanics of the Betashares Nasdaq 100 ETF (NDQ)

Today, we're diving deep into the Betashares Nasdaq 100 ETF (ASX: NDQ). This ETF is a product issued by Betashares, and it focuses on the top 100 companies listed on the Nasdaq, one of the two major exchanges in the USA.

25th Jul, 2023

A Closer Look at Berkshire Hathaway's Bet on "Old" Energy

This article takes a look at Berkshire’s recent action in the energy space. In particular, it looks back on what Warren and Charlie have said about Occidental and about their other big oil investment, Chevron.

25th Jul, 2023

General

Navigating the World of Brokers: A Guide for New Investors

Choosing a broker isn't a decision to take lightly. It's not just about who can execute your trades, but also about who can provide the tools and resources to help you make informed decisions. So, how do you choose the right broker?

24th Jul, 2023

General

Compounding Optimism by Morgan Housel

In this article Morgan Housel make the case that it is not just financial returns that compound, but progress compounds in similar ways.

24th Jul, 2023

General

Weekly Round Up: July 17 - 21, 2023

With so much content released across the Equity Mates network every week, it can be easy to miss something. Catch up on anything you missed with our weekly round up.

21st Jul, 2023

General

Investment Insights with Ben Griffiths from Eley Griffiths Group

In this edition of Investment Insights, Future Generation CEO Caroline Gurney speaks to Ben Griffiths, Co-Founder, Managing Director and Portfolio Manager at Eley Griffiths Group.

20th Jul, 2023

Source: Future Generation

General

Why a recession might be needed for small caps to work

Past performance is no guarantee of future performance. But maybe there is an answer to the question, when will small caps start to work? It is the recession we have to have.

20th Jul, 2023

Source: Forager

General

This week in crypto: XRP soars 30% after US judge rules it's not a security 🚀

This week in crypto: XRP soars 30% after US judge rules it's not a security 🚀 Read on for some of the Tweets, articles & memes from the past week.

20th Jul, 2023

General

The first US pro cricket league is just an Indian league in thin disguise

Introducing: Major League Cricket. But there is a fascinating business story behind the arrival of the professional cricket on American shores - this is the Indian Premier League expanding around the world.

20th Jul, 2023