Editor’s Pick
-
MEDIA
Four factors of a financial crisis
Roger Montgomery
October 12, 2016
In this interview with Ross Greenwood, Roger discusses four factors that transpire before every economic crisis. Are three of these factors occurring in Australia?
by Roger Montgomery Posted in Editor's Pick, Radio.
TaggedGFC- save this article
-
POSTED IN Editor's Pick, RadioTaggedGFC
-
Active vs Index Investing
Tim Kelley
October 10, 2016
Last year, when US basketball star LeBron James asked Warren Buffett for investment advice, Buffett advised him to buy an index fund. “Usually the simplest [idea] is the best,” said Buffett. His advice added to the debate about the merits of active fund management versus index investing. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
Taggedbuffett, index investing- 3 Comments
- save this article
-
POSTED IN Editor's Pick, Market commentaryTaggedbuffett, index investing
-
Ramsay remains in rude health
Ben MacNevin
September 29, 2016
The Montgomery funds have emerged from reporting season with a new investment – Ramsay Health Care (ASX: RHC). Ramsay is one of the top private hospital operators in the world. It’s been a stellar performer on the ASX and, in its recent financial report, signalled more solid growth to come.
continue…by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.
TaggedHealthscope (HSO), Ramsay (RHC)- 7 Comments
- save this article
-
POSTED IN Companies, Editor's Pick, Stocks We LikeTaggedHealthscope (HSO), Ramsay (RHC)
-
What’s the deal with TPG?
Stuart Jackson
September 27, 2016
TPG’s results to 31 July 2016 provided the market with its first full 6-month period snapshot of the company including the iiNet acquisition.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
TaggedTPG- 2 Comments
- save this article
-
POSTED IN Editor's Pick, Video InsightsTaggedTPG
-
How to cut your ‘fat tail’ risk
Roger Montgomery
September 19, 2016
Confused about how to manage your portfolio in these increasingly uncertain times? You’re not alone. There are so many diverging views. And it’s easy to panic when fund managers start advising to “sell everything”. But instead of selling, a better strategy to manage risk may be to buy into something else. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
Taggedalternatives- 6 Comments
- save this article
-
POSTED IN Editor's Pick, Investing EducationTaggedalternatives
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
‘New normal’ just a fad that could hurt retirees’ plans
Roger Montgomery
September 15, 2016
Retirees are in danger of seeing their investment portfolios meaningfully and detrimentally impacted by an unwinding of the latest fad. That fad can be named “expensive defensives” and there are valid reasons for the development of this fad. Indeed many are calling it the “new normal”. But it is just a fad and one that, like all fads, will end. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedinterest rates- 4 Comments
- save this article
-
POSTED IN Editor's Pick, Market commentaryTaggedinterest rates
-
Market Correction? What to do next.
Roger Montgomery
September 12, 2016
We all know that major corrections in the stock market occur more frequently than academic models suggest and more frequently than we would like. The question of course is not ‘if’ the market will correct but ‘when’? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedalternatives, market neutral- 13 Comments
- save this article
-
POSTED IN Editor's Pick, Market commentaryTaggedalternatives, market neutral
-
And the gold medal goes to…
Roger Montgomery
September 5, 2016
As we’ve pointed out recently, it’s getting harder and harder to find quality Australian businesses with really strong prospects. Which is why we are quite excited about Altium (ASX:ALU) and Vitagroup (ASX:VTG). Their profit results for FY16 were arguably two of the reporting season’s best.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
- 15 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
Don’t ask the barber if you need a haircut
Roger Montgomery
September 5, 2016
Some analysts say you shouldn’t ask your broker whether or not to buy stocks, as they have a conflict of interest – they will always tell you to buy. So, who should you ask? Perhaps J. Kyle Bass, the man who profited handsomely from predicting the subprime mortgage meltdown. Bass is convinced China will need to devalue the renminbi, which would be bad for equities. We think it may pay to read what he says. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
-
Through my telescope, I see a property bubble forming
Roger Montgomery
September 1, 2016
Another week, another set of entertaining quotes from the auction rooms as a fresh wave of investors bids over the reserve for a piece of Sydney real estate. Oh, yes, you gotta love asset bubbles. They produce quotes that, when told on the other side of the crash, seem so ridiculous they’re unbelievable. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 25 Comments
- save this article
- POSTED IN Editor's Pick, Property
