Editor’s Pick

In this article for Professional Planner, Roger discusses the key ingredients of a property bubble. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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• POSTED IN Editor's Pick, On the Internet

Howard Marks is the Founder and Co-Chairman of Oaktree Capital Management – which manages funds of around US$100b. He is greatly respected for his investment strategies and insights. I recently heard him speak at the Sohn Hearts and Minds Conference and re-read his book, ‘The Most Important Thing’. In a nutshell, Marks has seven key lessons for all investors. continue…

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

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America is still an economic and military powerhouse. But when Donald Trump is inaugurated as America’s 45^th president in January 2017, he could find it’s not so easy to win a trade war with Asia’s rising economies, and their growing middle classes. continue…

by David Buckland Posted in Editor's Pick, Global markets.

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According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.

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

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Over the last week, ANZ, NAB and Westpac reported their full year 2016 results, while CBA provided a trading update for the September quarter.  So I thought it would be a good time to review the key themes to emerge.

continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services.

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I recently surveyed our portfolio and was stunned by the magnitude of the daily price moves. It was only 1.50pm yet APN Outdoor was up 4.32% on no announcement, TradeMe was down 2.77%, Healthscope was down 2.64% and Challenger down 1.92%.

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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• POSTED IN Editor's Pick, Market commentary

If you wait for the swallow to sing, spring will already be over.  In other words, waiting for the data to prove a trend has changed may be more expensive than you’d like. And while there is plenty of mounting data to suggest that property prices are heading for a big fall, there are also less obvious signals. continue…

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

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When the share price of Healthscope plunged 30% in October, we received numerous queries from many of our thousands of investors and readers.  In short, they were asking: after a price dive like that, what did we think about the business now? continue…

by Roger Montgomery Posted in Editor's Pick, Health Care.

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Arguably the greatest risk to investors today is an underappreciation of how significant a change in bond interest rates will be on the market prices of every asset from shares, to property to collectible licence plates. continue…

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

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When Britain voted to leave the EU back on 23 June, it sent the British Pound (GBP) into a tailspin. It’s depreciated 18 per cent against the USD and AUD since the day before the vote. Brexit, and the weakened GBP, will have a material impact on the earnings and valuations of a number of ASX-listed companies doing business in the UK. But not all.

by Stuart Jackson Posted in Companies, Editor's Pick, Global markets.

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Brexit, IDP Education

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