Editor’s Pick
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Part 1: Stay or leave?
Roger Montgomery
October 24, 2018
Trying to accurately predict a market correction successfully is virtually impossible. As the legendary former mutual fund manager Peter Lynch said: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves.” continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Rates are rising, should investors be cautious?
Roger Montgomery
October 18, 2018
In this week’s video insight Roger discusses the outcome of rising rates. Sentiment shifts from thinking about growth, to the relative attractiveness of cash, or perhaps more accurately, the increasing dangers of risky assets. Should investors be cautious?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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The people behind the process
Scott Phillips
October 15, 2018
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest analyst on our global equities team – Lachlan Mackay. continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.
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Where to next for residential property?
Tim Kelley
October 10, 2018
If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. continue…
by Tim Kelley Posted in Editor's Pick, Property.
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Just how far will property prices fall?
Roger Montgomery
October 9, 2018
For the last two years, we were feeling rather lonely suggesting that the property boom would end abruptly. Today, property prices are falling, and we are no longer a lone voice. The question is: how much further will they fall? continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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MEDIA
Three Aussie stocks that pass the Buffett process
Roger Montgomery
October 5, 2018
The investing process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. This exclusive article for Livewire identifies three Aussie stocks that pass Buffett’s four step process. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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Money News 02.10.2018
David Buckland
October 4, 2018
In this interview on Money News, David discusses the banks. As we see a negative wealth effect, credit growth will decline. So how long will these pressures on the banks last?
by David Buckland Posted in Editor's Pick, Radio.
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What can we see if we compare the US market and the Chinese market?
David Buckland
September 26, 2018
In this week’s video insight David compares the world’s two largest economies, the US and China. With the tariff war between China and the US heating up how much of a negative impact is this having on the Chinese economy?
by David Buckland Posted in Editor's Pick, Video Insights.
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ABC Nightlife
Roger Montgomery
September 20, 2018
In this radio program with Philip Clark, Roger makes comparisons on major companies including CLS and Rio and Tesla and BMW. What can be seen when these comparisons are made? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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How well do you know your mortgage?
Andreas Lundberg
September 19, 2018
The very well-respected bank team at UBS published a very interesting piece of research today that we believe is well worth taking a look at. The team performs an annual survey of Australians who have taken out a mortgage during the previous 12 months. The survey covers 1008 individuals and is spread both geographically and in loan size, so the findings are statistically significant for the overall population. They have published quite a few different reports looking at the data from different angles, but today’s version is very interesting for the insights it gives into the financial literacy of Australians. continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services, Property.