Monthly Archives: January 2024

In my recent interview with Ausbiz, I discussed the opportunity for private credit, with the Reserve Bank of Australia identifying that it is a $500 billion opportunity. The brief loan durations and monthly pricing in the private credit sector offer investors flexibility and the potential for returns, ranging from 7.5 to 9.5 per cent annually. The attractiveness of this opportunity is further underscored by well-established track records, appealing yields, and robust security supporting the loans. Watch the full interview here:  Australia’s emerging $500 billion private credit opportunity 

by David Buckland Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

As we delve into the February reporting season, investor focus shifts to company profits and identifies sectors and companies anticipating earnings growth. This period can be marked by volatility in share prices, contingent upon whether companies exceed or fall short of expectations. Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

As we kick off another year of investing, I thought I would offer a couple of predictions. They come thick and fast at this time of year, so rely on them as you might dental floss for security when rock climbing.

Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

• save this article
• POSTED IN Editor's Pick, Market commentary.

In my recent interview with Ausbiz, I discussed the surging appeal of uranium given global decarbonisation efforts. Is there an investment opportunity here for 2024? Learn more on the shift in focus to the U.S. and Canada due to their stable uranium production, in a hope of reducing the dependency on Russia and other countries. Watch the full interview here: Why you should invest in the uranium sector in 2024

by David Buckland Posted in TV Appearances.

• 2 Comments
• save this article
• 2
• POSTED IN TV Appearances.

In this last week’s ABC Nightlife interview, my first for 2024 I joined Lisa Pelligrino to reflect on the economic conditions in 2023 and share my thoughts on what lies ahead for 2024. You can listen to the full interview here: ABC Nightlife – What can we expect from 2024? 

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Despite wars in Ukraine and the Gaza Strip, and the collapse of the Silicon Valley Bank in March 2023, the Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla) rose by an average 111 per cent over calendar 2023. This greatly assisted the performance of the US-based Nasdaq, up 43.4 per cent for the year. Continue…

by David Buckland Posted in Market commentary.

• 4 Comments
• save this article
• 4
• POSTED IN Market commentary.