Editor’s Pick
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The stocks set to fly as travel takes off again
Dominic Rose
March 28, 2022
With COVID-19 travel restrictions beginning to ease, the Montgomery Small Companies Fund has been adding to its investments in ASX listed travel businesses. In particular, we like the look of Alliance Aviation Services, Corporate Travel Management, Flight Centre and Webjet, which should all do well as travel rebounds. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like, Tourism.
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The industries outperforming when inflation is high
Roger Montgomery
March 22, 2022
In this week’s video insight Roger identifies why it is important for investors to contemplate the implications for investment markets of the conflict with Russia and Ukraine resolving quickly or being long and protracted. According to research conducted by UBS, in past periods when inflation is high and growth slows to a moderate level the U.S. industries that historically outperformed the market were Food Staples & Retailing, Hygiene, Healthcare and Personal Products, Pharma and Biotech, Food and Beverages, Banks, Real Estate & Energy. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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Why a big lift in interest rates is not on the cards
Roger Montgomery
March 21, 2022
Right now, many in the financial markets are expecting a two percentage point bump in interest rates by June next year. But I have my doubts. The RBA is unlikely to raise rates meaningfully until annual wage growth rises above three per cent – which is a long way off. So, to me, it looks like the market is jumping at shadows. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Helping to spread the message
Roger Montgomery
March 18, 2022
Sitting here in Sydney, thousands of kilometers from the crisis in Ukraine, it is easy to resign oneself to helplessness. Hopefully Arnold Schwarzenegger’s appeal to the Russian people, to Russian soldiers and to Putin himself plants a seed of change.
by Roger Montgomery Posted in Editor's Pick, Global markets.
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Despite global concerns, we still like Aristocrat Leisure
Stuart Jackson
March 14, 2022
Global leader in gaming content and technology Aristocrat Leisure (ASX:ALL) has suffered a savage sell-off since November. The share price has dropped around 25 per cent as geopolitical issues weighed heavily on investors’ minds. But a recent roundtable presentation for investors should ease any concerns, and the company looks set to ride out the turmoil. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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If energy prices stay high will that put the world into a recession?
David Buckland
March 9, 2022
In this week’s video insight David discusses the highest commodity prices we have seen in more than seven years and how much of an impact this will have on inflation in the near-term. With Russia supplying large amounts of oil, gas and coal to Europe and the rest of the world, several countries are in a vulnerable position. Can these commodities be replaced?
continue…by David Buckland Posted in Editor's Pick, Video Insights.
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No sustainability without security
David Buckland
March 8, 2022
In his article in Friday’s Australian Financial Review, Kenneth Rogoff, Professor of Economics and Public Policy at Harvard University, wrote the US and Europe “needs to put energy security on a par with environmental sustainability”. continue…
by David Buckland Posted in Editor's Pick, Energy / Resources, Market commentary.
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Why sky-high property prices are here to stay – for now
Roger Montgomery
March 4, 2022
When it comes to explaining our booming property market, one thing stands out: access to cheap loans. So I’m sure many property owners would have breathed a sigh of relief this week when the Reserve Bank of Australia confirmed the historically low overnight cash rate of 0.1 per cent would remain unchanged. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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What to expect from markets during the Russia and Ukraine war
Roger Montgomery
March 2, 2022
In this week’s video insight Roger discusses the terrible events unfolding in Ukraine, resulting from Russian military action, which are above all else a human tragedy. There isn’t always a straight-line relationship between geopolitical shocks and financial market responses. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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War. What is it good for? Well, surprisingly, equities
Roger Montgomery
February 24, 2022
Edwin Starr’s classic 1969 anti-war song, War, asks: “War: What is it good for?” and responds emphatically “absolutely nothing.” It’s hard to argue with the sentiment. But it turns out Starr was not completely correct. You see, despite the terrifying carnage and destruction, war can often be a fruitful time to invest. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
