David discusses four major factors which could be causing the low rate environment we currently find ourselves in. Watch here
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Observations of equity markets from pervious viral outbreaks
Scott Phillips
January 28, 2020
Investors in Australia and around the world are understandably worried about the onset of a new disease (Wuhan Coronavirus – known as nCoV) and the implications for their investments, particularly as the medical profession develops their understanding of the disease. While the number of confirmed cases has increased from 282 to 4,474 in the past 7 days it is a moving tally. Continue…
by Scott Phillips Posted in Global markets, Health Care, Market commentary.
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Coronavirus adds to Cathay pain
Lachlan Mackay
January 23, 2020
As aerospace headlines are flooded by the Boeing 737 MAX crisis, behind the scenes Cathay Pacific Airways have faced troubles of their own. Hong Kong’s flagship airline, Cathay has struggled amidst the ongoing protest situation. Tourism to Hong Kong has fallen sharply since the often-violent demonstrations began. Continue…
by Lachlan Mackay Posted in Airlines, Companies.
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Money News 22.01.2020
David Buckland
January 23, 2020
David Buckland joined Money News’ new host Brooke Corte for the first interview of the year to discuss what’s driving the share markets higher and higher. We see three reasons – a trade war settlement, Conservative party victory in the UK and interest rates staying lower for longer.
by David Buckland Posted in Radio.
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How tech firms could help us win the war on waste
Roger Montgomery
January 22, 2020
As the world grapples with the problem of managing our mountains of waste, a few tech firms are coming up with highly innovative and profitable ways to convert waste into commercial products – proving yet again that ‘where there’s muck, there’s money’. Continue…
by Roger Montgomery Posted in Companies, Manufacturing.
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Aussie cash rates down from 6.0% to 1.0% in the decade since the GFC
David Buckland
January 21, 2020
In this week’s video insight David reviews the low growth and low inflation environment we currently find ourselves in. This is attributable to four major factors which are structural in nature and are causing disruption across the Western world workforce. Together with casualisation and little growth in real wages, many people are logically feeling less secure. Are there any winners? Continue…
by David Buckland Posted in Video Insights.
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What really propelled the Aussie market in 2019?
Andreas Lundberg
January 20, 2020
Over the past 12 months, the soaring Australian share market has made most local investors feel pretty smart. However, for most part, it was falling interest rates, rather than rising company earnings, that kept the rally going. The question now is: how much longer can this bull market go? Continue…
by Andreas Lundberg Posted in Market commentary, Market Valuation.
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Montaka’s fourth quarter update
Andrew Macken
January 17, 2020
In this video Andrew shares a summary of Montaka’s Q4 2019 letter to investors. Discussing the view that the world is favourable for equities at the moment with monetary policies highly accommodative around the world. Andrew also shares a holding in the portfolio – Floor & Decor. Continue…
by Andrew Macken Posted in Global markets, Montgomery News and Updates, Video Insights.
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Exchanged Traded Products and Income: Same same but different?
Dean Curnow
January 16, 2020
Today, our markets are awash with ETFs, ETMFS, LICs and LITs. The beauty of these exchange traded products is that they offer investors instant diversification in a single trade. But they have some key differences. And it’s worth knowing what they are. Continue…
by Dean Curnow Posted in Financial Services.
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