Editor’s Pick
-
Will growing reliance on mortgage brokers hit the banks’ brand power?
Stuart Jackson
July 5, 2016
In recent years, we’ve seen CBA, ANZ and Westpac increasingly turn to brokers to originate mortgages. But could this trend erode their brand value and, consequently, reduce their ability to generate a higher than normal return on capital? continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
-
How to pick the best growth stocks
Roger Montgomery
June 28, 2016
As a long-term investor I know our clients will do just fine if we own shares in companies able to reinvest capital at high rates of return. If I auctioned a $100 million bank account earning an enduring 20 per cent interest rate, I would receive more for it than a bank account with $10 million earning the same 20 per cent. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
-
Cash is king when the market holds the aces
Roger Montgomery
June 27, 2016
Cash. For such a simple investment, it can cause an awful lot of grief. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
-
Market noise
Roger Montgomery
June 24, 2016
In this week’s video insight Roger Montgomery comments on the EU referendum. How important is it to react to market noise?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
-
How to position your investments for Brexit
Tim Kelley
June 22, 2016
With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up. As fund managers, it’s a question we’ve been forced to address head on. continue…
by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.
TaggedBrexit- 6 Comments
- save this article
-
POSTED IN Editor's Pick, Financial Services, Global marketsTaggedBrexit
-
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 -
The World’s Largest Employers
Ben MacNevin
June 17, 2016
CSLA has produced a table of the world’s biggest workforces to highlight how companies like Walmart, McDonald’s and Foxconn (a manufacturer of Apple products) are already moving towards large-scale automation. continue…
by Ben MacNevin Posted in Editor's Pick, Technology & Telecommunications.
-
Dairy, Dairy Me
Stuart Jackson
June 16, 2016
As set out in the Montgomery [Private] Fund prospectus, there are 3 core attributes we look for when selecting stocks for inclusion in the portfolio. These are: continue…
by Stuart Jackson Posted in Editor's Pick, Manufacturing.
- 1 Comments
- save this article
- POSTED IN Editor's Pick, Manufacturing
-
Valuation on a spectrum
Scott Shuttleworth
June 8, 2016
Several weeks ago I posted some musings on how to estimate the cost of equity when valuing a firm via a discounted cash flow model. Of course, there was no perfect answer, but via analysis from a few different angles, we can usually come out with a reasonably good estimate. continue…
by Scott Shuttleworth Posted in Editor's Pick, Investing Education.
-
Aus Banks – Not all Mortgage Exposures are Created Equal
Stuart Jackson
June 7, 2016
There has been a lot of discussion of late about the current state of the residential property market and the potential for a correction, or even a collapse, in residential property prices. continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
-
What are the threats to investing? (31/05/2016)
Roger Montgomery
May 31, 2016
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights
