Editor’s Pick

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?

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by David Buckland Posted in Editor's Pick, Radio.

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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?

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by David Buckland Posted in Editor's Pick, Video Insights.

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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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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.

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Bill Shorten’s prospects of claiming The Lodge at the next Federal Election got a shot in the arm in recent weeks, and hence I thought it worthwhile focusing on how the ALP’s proposed imputation changes could hit retirees and change investing patterns. continue…

by David Buckland Posted in Editor's Pick, Investing Education.

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In this interview on Money News, Roger discusses a fundamental problem that Australia may not be ready for. The current high levels of debt could complicate monetary policy decisions. How cautious should you be?

by Roger Montgomery Posted in Editor's Pick, Radio.

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In this week’s video insight Roger provides an update on The Montgomery Fund. One of The Fund’s goals is to outperform the broader market over long stretches of time, but another important goal for The Fund is to preserve investor capital. Since its inception, The Fund has delivered better returns than the broader market and has done so with smaller drawdowns and lower volatility. continue…

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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Recent press has been dominated with reporting season and that reality TV show known as Federal Parliament. For serious domestic investors, the press has probably not been an ideal source of information on investment opportunities elsewhere. So, to bring you up to speed with what we like elsewhere in the world continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Technology & Telecommunications.

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In this week’s video insight Stuart takes a look at Seek’s (ASX:SEK) full year results. In the 2018 year, Seek reported 24.4 per cent revenue growth. This was a strong result driven by an acceleration in revenue growth in the Australasian, Chinese and Asian businesses.

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by Stuart Jackson Posted in Editor's Pick, Video Insights.

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Australian households are far and away the most indebted among English-speaking nations. To my mind, it means the next interest rate move by the Reserve Bank will be down. If I’m right, then it may be time for investors to think about increasing their exposure to businesses that benefit from a weaker Aussie dollar. continue…

by Andreas Lundberg Posted in Editor's Pick, Market commentary.

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