This week I continue my journey down the avenue of controversial topics and take another stance that goes against the mainstream narrative. Today we discuss the future of bricks-and-mortar retail. We have all heard the success stories of Kogan and, on the global stage, Amazon. The rise of e-commerce and the slow death of bricks and mortar is epitomised locally by Myer. However, there is one thing that does not fit neatly with this existing narrative.
This week we would like to discuss a topic that is probably one of the most contentious and hotly debated in the investing world at the moment. This is the future of retail, specifically the commercial viability of the traditional retail sector in the face of increased competition both as a result of online (i.e. the Amazon effect) and low cost providers such as Aldi.
This week Guy Carson takes an in depth look at the retail sector, the impact of online retail and a stock that he owns to gain exposure to the sector.
Australia has a love affair with property, however you can’t go a week without seeing a newspaper headline proclaiming the next property crash. The low level of global and local interest rates over the last 9 years has caused property prices to go up significantly due to low financing rates and investors searching for an investment vehicle to provide them with a better yield then they are able to receive from the banks. The apparent benefits of property are good long term return potential.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.