Editor’s Pick
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What you need to know about NFTs and the blockchain
Roger Montgomery
April 13, 2021
Move over cryptocurrencies. There’s a new kid on the block(chain) – non-fungible tokens (NFTs). And if you’re an investor, you need to know about them. Because there is real money being spent, and fortunes being made. continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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How Australia will look in a 3°C warmer world
Andreas Lundberg
April 12, 2021
The Australian Academy of Science has just released a landmark report looking at the long-term impacts on Australia from rising temperatures due to global warming. It’s called The Risks to Australia of a 3°C Warmer World, and I believe it is essential reading. continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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How to profit from the boom in batteries
Roger Montgomery
April 8, 2021
According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources.
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Why I’m still bullish on residential property prices
Roger Montgomery
April 7, 2021
Across Australia, property prices are on a tear, driven for a change by owner-occupiers rather than investors. What’s more, I’m convinced that prices have much further to run, fuelled by low interest rates and supportive government policies. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Which sectors could suffer if we cut our reliance on China?
Andreas Lundberg
April 1, 2021
China is Australia’s largest trading partner, taking almost one-third of our exports. But, after repeated economic actions – such as the imposition of high tariffs and import restrictions on some of our goods – it’s clear we need to reduce our dependence on China. In the short to medium term, that could be painful for some sectors of our economy. continue…
by Andreas Lundberg Posted in Editor's Pick, Global markets.
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Why it will be tough to pick winners in the great EV race
Roger Montgomery
March 30, 2021
If you’re wondering about the best way to profit from the electric vehicle revolution, you’re not alone. To date, Tesla shareholders have enjoyed the fruits of the company’s first mover advantage. But, now, other brands, like Volkswagen, are revving up their strategies, as the race for EV market domination hots up. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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What Telstra’s proposed restructure means for shareholders
Roger Montgomery
March 26, 2021
If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
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Why government should not water down responsible lending laws
Andreas Lundberg
March 23, 2021
Last year, in direct contradiction to a key recommendation of the Banking Royal Commission, the Federal Government put forward a proposal to ‘relax’ lending standards by the banks. Thankfully, a vote on the legislation has now been put on hold, and I’m hoping the proposal will be shelved completely. continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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Why I think house prices will keep going up
Roger Montgomery
March 18, 2021
Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Where to invest in 2021
Roger Montgomery
March 15, 2021
The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.