Global markets
-
Why I think 2022 will be a very good year for investors
Roger Montgomery
January 5, 2022
A year ago, I wrote an article in The Australian which set out the factors I thought would make it a very good year for equities. So far, the local market has behaved as expected – despite all the turmoil in the world – with the All Ordinaries up 13.6 per cent for the 12 months to 31 December 2021. Looking ahead, I think markets will continue to reward investors, particularly those who invest in quality businesses. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
-
What is going on underneath Nasdaq?
Joseph Kim
December 13, 2021
After hitting a record high in mid-November, the tech-heavy Nasdaq index in the US has encountered some volatility, as the combination of Jerome Powell’s reappointment as head of the US Reserve, an increasingly hawkish Fed and Omicron concerns has led to some selling. continue…
by Joseph Kim Posted in Editor's Pick, Global markets.
- save this article
- POSTED IN Editor's Pick, Global markets
-
How to Track the Omicron Variant in Gauteng
Roger Montgomery
November 29, 2021
Gauteng, is the region of South Africa with the largest hospitals near to where Omicron was first observed. Before we talk Omicron, note new research from Paris based thinktank Institut économique Molinari (IEM) reveals countries that protect against COVID-19 do better economically. continue…
by Roger Montgomery Posted in Global markets.
- save this article
- POSTED IN Global markets
-
New Zealand cash rates – the canary in the coal mine?
David Buckland
November 29, 2021
My son, Angus, ventured into the Sydney residential market at the beginning of the year acquiring a small apartment, with what I considered to be an enormous loan from one of the Big Four. At the time the fixed four-year home loan rate was around 1.95 per cent per annum. Today, the advertised rate has jumped 1.0 per cent per annum to around 2.95 per cent. This reflects the Australian four-year Government Bond yield moving up from 0.20 per cent at the beginning of 2021 to the current 1.32 per cent. continue…
by David Buckland Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary
-
Inflation fears will soon fade…
Roger Montgomery
November 19, 2021
Investors worry about inflation but forget to consider the income side of the equation. Will inflation fears this time next year be a distant memory? I currently believe investors should take advantage of any inflation scare that adversely impacts equity prices, as an opportunity. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
-
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 -
US inflation has touched a thirty year high in October
Roger Montgomery
November 12, 2021
Just-reported US inflation has touched a thirty year high in October. US annual inflation is now at 6.2 per cent with price increases recorded for everything from fuel, new and used cars to rent and supermarket groceries. Investors in the US are now concerned with holidays around the corner, and with supply chains still disrupted, inflation could go even higher. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
-
Where to invest if inflation takes hold
Roger Montgomery
November 5, 2021
Will inflation be transitory or more long lasting? Right now, the jury is out, and only time will tell. But the signs do not look good due to surging energy prices, supply bottlenecks and worker shortages. My advice is to focus on high quality companies with real pricing power. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary
-
Timely reminder of investing insights from Howard Marks – Oaktree
Scott Phillips
October 19, 2021
I was fortunate to recently hear from the legendary investor Howard Marks, one of the co-founders of Oaktree Capital* who gave the opening keynote address at the annual CFA Societies Australia Conference. Listening to his presentation was informative as always and I thought I’d share with everyone some of his key takeaways relating to today’s investing environment and ultimately successful investing. His presentation was titled” “Value Investing: A New Look.” continue…
by Scott Phillips Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary
-
How Macquarie’s Ric Deverell sees key macro trends playing out
Roger Montgomery
September 27, 2021
Ric Deverell is the highly respected Chief Economist and Global Head of Macro Strategy at Macquarie Group. So when he talks, it pays to listen. Last week, he presented his observations on macro issues like global economics and inflation, the pandemic, the Australian economy, China and the bond market. Here are the key take-outs from his presentation. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
-
Ever (Not) Grande
Roger Montgomery
September 23, 2021
Investors will have seen the US market falls on Monday (Monday night for Aussie investors) in reaction to the spiralling debt default story that is China’s largest property developer Evergrande. continue…
by Roger Montgomery Posted in Global markets.
- 1 Comments
- save this article
- POSTED IN Global markets
