Editor’s Pick
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Investment Returns: 1900-2017
David Buckland
May 3, 2018
Any investor looking for long term context should read the Credit Suisse Global Investment Returns Yearbook 2018 by Elroy Dimson, Paul Marsh and Mike Staunton of the London Business School. They have analysed investment returns, volatility, and inflation from 23 countries since 1900. continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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How to avoid being crunched by the next market correction
Roger Montgomery
April 26, 2018
Is the current period of higher market volatility, which began in January, just a foretaste of a tougher investment landscape ahead? All the indicators point in that direction. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How will the banks do in the first half results?
Stuart Jackson
April 24, 2018
In this week’s video insight Stuart discusses the banks. They have dominated the media headlines for all the wrong reasons recently. Given this backdrop, first half results come at a very interesting time.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Could the housing market be hit by tighter lending standards?
Andreas Lundberg
April 18, 2018
The Royal Commission into the Australian financial sector seems to be taking a dim view of the way lenders assess the expenditure of loan applicants. It’s possible it will recommend that banks check the actual level of spending of each applicant. This could have big ramifications. continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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MEDIA
Sky Business with Ticky Fullerton featuring Roger Montgomery: 11 April 2018
Roger Montgomery
April 12, 2018
Roger joined Ticky Fullerton on Sky Business to discuss how the market’s reaction to the Cambridge Analytica scandal shows just how vulnerable investors are to technology stocks. Amazon is on a PE of over 200 times, Netflix over 300 times. Why has this happened? And do ETFs give you enough diversification?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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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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Jeremy Grantham says beware the market ‘melt-up’
Roger Montgomery
April 11, 2018
Alas, there’s no magic signal to tell us when this market could savagely correct. The latest note of caution comes from famed US investor, Jeremy Grantham. He believes we are seeing a ‘melt-up’ in the stock market – the final stages of a great bubble near to bursting. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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WHITEPAPERS
A fork in the road
Roger Montgomery
April 9, 2018
We are value investors for many reasons, one of which is that establishing an estimated intrinsic value provides an anchor or a solid point of reference from which the turbulence of markets can be viewed dispassionately. continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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Investors beware: the warning light has begun to flash amber
Roger Montgomery
April 3, 2018
Warren Buffett recently observed that markets can quickly turn from green to red, without pausing at yellow. It was a veiled warning that when valuations are at extremes – as they are today – it doesn’t take much to trigger something serious. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Are rising mortgage arrears a sign of trouble up ahead?
Andreas Lundberg
March 27, 2018
A new report confirms that mortgages in arrears are rising sharply. Is this just a blip, or a worrying sign that more and more Australian borrowers are struggling to meet their commitments? continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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Why the banks are cutting mortgage rates
Stuart Jackson
March 26, 2018
After raising standard variable rates on interest only and investment property mortgages in 2016 and 2017, the big banks have recently unwound some of these increases. This has surprised some observers. So, what’s going on? continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
