Financial Services
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Are you banking on heavy weights?
Roger Montgomery
July 20, 2015
For some time the team at Montgomery have been reporting on the risks to the relative competitive position of the major banks including doing so prior to the publication of David Murray’s Financial System Inquiry (FSI) report. continue…
by Roger Montgomery Posted in Companies, Financial Services, Insightful Insights.
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The Buffett effect
Tim Kelley
June 17, 2015
Australian banks have had a good run this week, apparently on the back of some comments made by Warren Buffett in a media briefing relating to Berkshire Hathaway’s investment in Insurance Australia Group (ASX: IAG). continue…
by Tim Kelley Posted in Financial Services, Insightful Insights, Investing Education.
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Is gold more attractive in a zero interest rate world?
Tim Kelley
April 23, 2015
Many investors find a place in their portfolios for gold. It has the attraction of being tangible and difficult for governments to print. continue…
by Tim Kelley Posted in Financial Services, Foreign Currency, Insightful Insights.
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RBA: Liquidity, here today but tomorrow?
Ben MacNevin
April 22, 2015
The latest speech by the Governor of the Reserve Bank of Australia (RBA) is well worth a read. RBA speeches typically provide greater insights of issues considered by the Board, and it seems that the Bank is becoming increasingly concerned with the state of global financial markets. continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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One stock with a very bright future
Russell Muldoon
April 15, 2015
Challenger Financial Limited (ASX: CGF) has defined the annuities market in Australia, and appears to be one of the few businesses on the ASX that is exposed to enduring (multi-decade) structural tailwinds. We consider it to be one of the highest quality companies on the ASX. This view is also supported by a recent market survey. continue…
by Russell Muldoon Posted in Financial Services.
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Is it business as usual for IMF Bentham?
Ben MacNevin
April 13, 2015
In a class action funded by IMF Bentham (ASX: IMF), the Full Federal Court of Australia has ruled in favour of ANZ, arguing that late payments on credit card fees are not exorbitant or unconscionable. While IMF Bentham has announced its intentions to pursue the matter to the High Court, the implications of a high-profile loss would certainly be front of mind for investors in the company. continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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What does the future hold for the Big 4 Banks?
Russell Muldoon
April 11, 2015
Let’s say four years ago you were offered the opportunity to buy a portfolio of well-known businesses for $272.3 billion, which are expected to generate $24 billion in after-tax earnings. While this implies an earnings yield of 8.8 per cent, you decide to forgo the investment. continue…
by Russell Muldoon Posted in Financial Services, Insightful Insights, Investing Education.
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Will the Greeks wreck your retirement?
Roger Montgomery
February 17, 2015
On Monday night, the US markets were closed for the Presidents’ Day holiday but Greece was not sleeping comfortably.
To understand whether there are risks to your wealth from Greece’s posturing (and remember the US markets return to work tonight) it pays to understand where we are currently and how we arrived at this juncture. If you would like to know more read on. continue…
by Roger Montgomery Posted in Economics, Financial Services, Foreign Currency, Insightful Insights, Market commentary.
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It’s Coco-nuts!
Roger Montgomery
February 16, 2015
Chasing yield, wherever it can be found, is a pastime for many baby boomers whose income returns from traditional securities and bank deposits are being decimated. The fad global and Basel III banking capital requirements are potentially legitimising some securities, that under normal interest rate settings, might not have seen the light of day. continue…
by Roger Montgomery Posted in Economics, Financial Services, Foreign Currency, Insightful Insights.
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Key issues for 2015
Roger Montgomery
January 5, 2015
In December I wrote an article for the ASX Investor Update, I thought I would share my thoughts with you as a welcome back to the year ahead.
What you should be watching out for in 2015 and what to expect with property prices, index funds and shares. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Energy / Resources, Financial Services, Insightful Insights, Investing Education.
