Editor’s Pick
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Why the insurance brokers have run
Lisa Fedorenko
July 11, 2017
In this week’s video insight Lisa discusses Steadfast and AUB group and their stand out performance year to date.
The Montgomery Funds own shares in Steadfast and AUB group.
by Lisa Fedorenko Posted in Editor's Pick, Video Insights.
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If the bears are right
Roger Montgomery
July 11, 2017
If the bears are right, an Australian property bubble, a recession for retailers and dramatically slowing Chinese growth rates towards the end of the year, combined with record high asset prices — especially assets that produce no income such as art and two-digit licence plates — are a recipe for a meltdown. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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The great unwind of the Fed’s balance sheet
David Buckland
July 7, 2017
For the first time since it began its quantitative easing in 2009, the US Federal Reserve (Fed) announced it would commence the gradual unwind of its US$4.5 trillion balance sheet sometime later in 2017. Should this plan proceed, higher borrowing costs for corporations and households will be the likely result and this warrants a degree of caution. continue…
by David Buckland Posted in Editor's Pick, Financial Services, Global markets.
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BWX’s success in international markets
Tim Kelley
July 4, 2017
In this week’s video insight, Tim discusses a company held in our domestic funds, BWX and their early success in international markets.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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MEDIA
Healthscope hurdles a symptom of wider pressures on healthcare stocks
Roger Montgomery
June 29, 2017
In this article published in The Australian, Roger discusses health care stocks and how there are certainly a number of favourable underlying drivers for private hospital operators in Australia. Read here.
by Roger Montgomery Posted in Editor's Pick, In the Press.
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What we can learn from the CPA Australia fiasco
Andreas Lundberg
June 29, 2017
The promo for Alex Malley’s book, The Naked CEO, says the author has ‘led a life rich in successes and mistakes’. Well, those successes and mistakes have been on show of late, thanks to the spectacular meltdown of the organisation he led, CPA Australia, where we’ve witnessed the very worst of corporate excess – but at a not-for-profit industry body. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick.
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Are share prices over extended and due for a fall?
Roger Montgomery
June 20, 2017
In this week’s video insight Roger discusses why fund managers may currently have maximum cash in balance sheets or portfolios and how correction in share prices might be short lived, as the cash is freely available to purchase stocks which limits the extent of a market decline.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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MEDIA
The property boom may finally be about to bust
Roger Montgomery
June 19, 2017
In this article for Professional Planner, Roger discusses how the population of real-estate experts has grown so much faster than the Australian population itself. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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Welcome to NSW, a province of Canada
Roger Montgomery
June 14, 2017
In August 2016, fed up with a glut of apartments sitting vacant because overseas owners weren’t renting them out, the city of Vancouver, in the province of British Columbia, implemented a 15 per cent foreign investor tax rate. The law added almost $300,000 to the price of a $2 million property. Toronto has since also joined Vancouver by imposing a 15 per cent tax on foreign investors.
by Roger Montgomery Posted in Editor's Pick, Property.
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We introduce the ‘smashed avocado’ index
Scott Shuttleworth
June 13, 2017
Last October, demographer and author Bernard Salt wrote that millennial hipsters should spend less on ‘smashed avocado and crumbled feta’ and more on saving for a home deposit. His comment sparked a furious cross-generational debate – the idea that millennials can’t afford to buy a home simply because they spend too much on brekky appeared ludicrous. continue…
by Scott Shuttleworth Posted in Editor's Pick, Property.
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