Andrew Macken joined CommSec's Tom Piotrowski to discuss the outlook for global markets. read here
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Low interest rates – another headwind for the banks
Stuart Jackson
October 15, 2019
In this week’s video insight Stuart identifies the impact low interest rates have on the banks. On the back of three successive 25 basis point cuts to the RBA’s official overnight rate, the major banks have reduced their standard variable mortgage rates by a cumulative 55 to 59 basis points over the same period. The problem is that as the RBA reduces the official rate, more and more of the banks transaction deposit base is paying zero or negligible rates of interest. Continue…
by Stuart Jackson Posted in Video Insights.
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Where does Montgomery invest its cash?
Dean Curnow
October 15, 2019
For those unaware, Montgomery has a dual objective in its flagship equity strategies being The Montgomery Fund and Montgomery Global Fund, and that is to outperform their respective, full invested equity benchmarks over the medium to longer term, whilst also aiming to preserve invested capital as much as we can in equity markets. Continue…
by Dean Curnow Posted in Investing Education, Montgomery News and Updates.
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Should we pay boards more?
Tim Kelley
October 14, 2019
As we head into annual general meeting (AGM) season in Australia, one of the topics that will no doubt receive some focus will be management remuneration. This is increasingly a vexed issue in Australia and other developed markets, with management remuneration generally having skyrocketed in relative terms in recent decades. Continue…
by Tim Kelley Posted in Insightful Insights.
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Are Investors Being Overly Bearish?
Amit Nath
October 14, 2019
Over the last 12 months we have borne witness to one of the most significant portfolio reallocations of modern times. Investors have sold around US$250 billion of global equity funds and bought approximately US$780 billion of bond funds (including money market). Continue…
by Amit Nath Posted in Global markets, Market commentary.
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Are stock valuations naturally biased upwards?
Daniel Wu
October 11, 2019
Conventional wisdom and historical evidence support the observation that “stock prices always go up over time”. On a long enough timeline, stock returns of substantially all developed countries have been positive, driven by inflation and real GDP growth if nothing else. Continue…
by Daniel Wu Posted in Investing Education.
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Bulls, bonds and brain damage
Roger Montgomery
October 10, 2019
In this article for Firstlinks Roger discusses the dangers in both private equity markets and bond markets. Whether it is from these markets that the next black swan or contagion emerges remains to be seen but bubbles they are, without doubt. Read here.
by Roger Montgomery Posted in On the Internet.
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Our economy is getting simpler – and that’s not good
Andreas Lundberg
October 10, 2019
KISS, an acronym for ‘keep it simple, stupid’, is a principle that works well in the field of design. But not when it comes to the national economy. It is thus a real worry that recent research finds Australia has a ‘simple’ economy that depends on relatively few sources of export income. This leaves us exposed to changes in demand for our products, and creates risks for our national wealth. Continue…
by Andreas Lundberg Posted in Market commentary.
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CPG Brands Miss Another Opportunity
Lachlan Mackay
October 10, 2019
Consumer packaged goods brands have been working to keep up with new world trends for some time now. The introduction of more affordable private label products and the general shift to be fresher and healthier have left the major brands behind. The latest trend to catch companies like Kellogg and General Mills behind has been the resurgence of snack bars. Continue…
by Lachlan Mackay Posted in Companies.
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