HOW DO WE CALCULATE TOTAL RETURNS? WE WILL SHOW YOU here
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MONEY NEWS 18.09.2018
Roger Montgomery
September 19, 2018
In this interview on Money News, Roger discusses the aged care sector. With the announcement of the Royal Commission what is the long-term outlook for these companies?
by Roger Montgomery Posted in Radio.
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Over a decade, equities will always be up, right?
Christopher Demasi
September 19, 2018
It’s no secret that we are experiencing the longest bull market run in equities on record. Share market returns from the depths of the financial crisis to today are astounding. Yet many investors, allocators and institutions continue to accept that over long periods equities will always deliver, on average, strong performance. So, could equity returns ever produce lacklustre results over a long period? Not a year or two or five, but what about over a decade? Continue…
by Christopher Demasi Posted in Market commentary.
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Tight labour market adds to retailers’ headache
Daniel Wu
September 18, 2018
The US economy has continued to pick up steam over the last two years, with the unemployment rate falling to 3.9 per cent in August and wage growth sitting comfortably above 3 per cent. This has been good news for retailers, who have posted some of their strongest sales growth figures in years. Continue…
by Daniel Wu Posted in Consumer discretionary.
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How are we positioned against equity market rotation?
Andrew Macken
September 18, 2018
In this week’s video insight Andrew discusses President Trump’s escalating trade war and the US monetary policies. These two categories include drivers that have led to the equity market rotation we are currently observing.
by Andrew Macken Posted in Market commentary, Video Insights.
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Just do it – how Nike’s $6bn loss was really its gain
Joseph Kim
September 17, 2018
The marketing gurus at sports apparel behemoth Nike recently launched a controversial advertising campaign in the U.S featuring one Colin Kaepernick. For those that don’t follow American Football or gridiron, Colin Kaepernick was once a star quarterback in the National Football League who generated significant controversy and debate following his decision to kneel during the National Anthem before games to protest police brutality. Continue…
by Joseph Kim Posted in Companies.
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Why consumer-oriented stocks could soon struggle
Andreas Lundberg
September 17, 2018
While the Federal government continues to crow about the strength of the Australian economy, a worrying trend is occurring that is getting less attention: Australian households are saving less. Sooner or later, this trend will reverse. And when it does, consumer-oriented businesses will feel the heat. Continue…
by Andreas Lundberg Posted in Consumer discretionary, Market commentary.
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What Could Catalyse the Next Crisis?
Amit Nath
September 14, 2018
There are numerous threats to the global economy and financial system that constantly percolate beneath the surface. While many of them could create the environment for a disorderly unwind of risk assets, we consider a few of these visible threats and briefly discuss some implications in this article. Continue…
by Amit Nath Posted in Market commentary.
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Spotify’s ambitions
Daniel Wu
September 14, 2018
Last week, the New York Times published an article highlighting Spotify’s ambitions to evolve beyond a music streaming service into a music distributor. I have previously written about Spotify in the context of content ownership and concluded that it would be difficult for the streaming service to compete directly with the major record labels, not least because Spotify is contractually prohibited from doing so. But Spotify’s latest encroachment on the record labels’ territory is more interesting for what it isn’t than what it is. Continue…
by Daniel Wu Posted in Companies.
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Value.Able The Podcast: Episode 2
Roger Montgomery
September 13, 2018
In this episode of Value.Able The Podcast, I cover the three ingredients that are necessary to become a successful investor. As markets go through cycles, and news constantly floods the wires, how do you stay focused and ignore the noise?
by Roger Montgomery Posted in Podcast Channel.
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Value.Able The Podcast: Episode 1
Roger Montgomery
September 13, 2018
Following on from the publication of Value.able, we now bring you Value.Able The Podcast. Over a series of podcasts I will guide you on how to value the best stocks and buy them for less than they’re worth. In episode one I give you my background and how I got involved in markets.
by Roger Montgomery Posted in Podcast Channel.
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