Financial Services
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The Business – ABC News
Roger Montgomery
March 30, 2016
In this interview with Ticky Fullerton, Roger discusses whether an over supply of property will result in a slowing of property credit growth, what that means for growth overall and are we paying too much for the banks?
You can listen to all of the team’s television interviews through browsing our media library, view more clips here.
by Roger Montgomery Posted in Financial Services, Insightful Insights.
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Henderson’s 2015 Result
Scott Shuttleworth
March 2, 2016
Several weeks ago we blogged on the prospects of Henderson Group PLC (ASX: HGG). Since that time, the firm reported its 2015 result and it seems timely to review the result and check its prospects. continue…
by Scott Shuttleworth Posted in Companies, Financial Services.
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A quality business worth consideration
Scott Shuttleworth
February 4, 2016
If you’re searching for an undervalued but high quality stock, Henderson Group PLC (ASX: HGG/LN: HGG) may be worth consideration. continue…
by Scott Shuttleworth Posted in Companies, Financial Services.
- 18 Comments
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- POSTED IN Companies, Financial Services
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What are some of the risks with big bank shares?
Stuart Jackson
January 31, 2016
Recently we received a question in writing from one of our investors expressing concern about bank shares in which Montgomery Funds have recently acquired some exposure. Stuart Jackson devoted a little time to answer so we share it with you here. continue…
by Stuart Jackson Posted in Financial Services.
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Coming to a bank near you…
Stuart Jackson
December 16, 2015
ANZ has announced that it has signed an agreement with Google for ANZ customers to be able to upload their credit and debit accounts to Android Pay. This will allow customers to use ANZ accounts to make contactless payments for goods and services. ANZ expects to begin offering access to Android Pay by mid 2016, and will also be able to provide contactless payments through its own app on Android phones (allowing it to retain 100 per cent of the interchange fee if it can convince customers to use its app rather than Android Pay).
by Stuart Jackson Posted in Financial Services, Insightful Insights.
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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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Out of the frying pan and into the fire
Stuart Jackson
December 10, 2015
Disruption is a topic of continual discussion in financial markets these days. Digital disruption works best when a new process is able to effectively provide the same or better service at substantially lower cost. This cost advantage can be the result of efficiencies from technology, or a new model that is able to bypass artificially imposed costs, such as regulatory costs. continue…
by Stuart Jackson Posted in Financial Services, Insightful Insights.
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A Scenario to Consider
Tim Kelley
November 18, 2015
This chart from the latest RBA Chart Pack shows (on the left hand side) the level of debt held by Australian households as a percentage of disposable income. As you can see, debt levels have been on something of a bender for the last few decades. Associated with this, we have seen excellent growth in mortgage books for the big four banks, and a generally chipper residential property market. continue…
by Tim Kelley Posted in Financial Services, Insightful Insights.
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Diverging results in Australia’s major banks
Stuart Jackson
November 11, 2015
We have just come through another bank reporting season, so in this blog post we will provide an update on how we saw the results.
In summary the results were generally a bit softer than expected, with quality weaker than the reported numbers would otherwise indicate. continue…
by Stuart Jackson Posted in Financial Services, Insightful Insights.
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The Business – ABC News
Roger Montgomery
November 5, 2015
In this interview with Ticky Fullerton, Roger Montgomery discusses the sharemarket, the Australian dollar and the RBA’s decision not to cut rates. What does this mean for mortgage holders and the big banks?
You can listen to all of the team’s television interviews through browsing our media library, view more clips here.
by Roger Montgomery Posted in Financial Services, Insightful Insights.
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Don’t bank on it getting better
Roger Montgomery
October 28, 2015
Invest for the long-term. That’s the catchcry of a phalanx of commentators since investing in equities emerged from the shadow of railway bonds. But investing for the long-term only makes sense if you invest in extraordinary businesses. The longer you stay invested in mediocre businesses the greater your loss in either nominal terms or opportunities foregone – or both. continue…
by Roger Montgomery Posted in Financial Services, Insightful Insights.
