Global markets
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Why investors shouldn’t fear a Biden victory
Roger Montgomery
October 30, 2020
As the world anxiously awaits the result of the upcoming US presidential election, many commentators have predicted that a Democrat win will have an adverse effect on stock market returns. But some recent polling suggests that any negative impact will not be that great. continue…
by Roger Montgomery Posted in Global markets.
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Why growth stocks could keep rising
Roger Montgomery
October 27, 2020
The share prices of growth companies – particularly quality businesses such as the much heralded FAAMGs – have been on a tear since March. How much further could they go? Well, quite a bit further I think, if rates stay low and governments keep providing financial support. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Why this market is starting to look like a ponzi scheme
Roger Montgomery
October 7, 2020
When Tesla split its stock five-for-one and then rallied 12 per cent on the day the split shares started trading, I thought the market had reached a new and unsustainable level of nutty. But I was wrong. continue…
by Roger Montgomery Posted in Global markets.
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Why you shouldn’t be spooked by the rise of zombie companies
Roger Montgomery
September 30, 2020
Are you concerned about the increasing number of zombie companies and a looming tech bubble? Well, perhaps the situation is not as worrying as it seems. With governments and central banks continuing to pump money into the economy, share prices could be held aloft for some time yet. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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The growth v value conundrum
David Buckland
September 28, 2020
Since the market bottom of the Global Financial Crisis in March 2009, the Russell 1000 Growth Index (R1G) has outperformed the Russell 1000 Value Index (R1V) by over 300 per cent cumulatively. Many investors seem fearful that this current era of growth style dominance will end with the same thud as its predecessor, when the Nasdaq Composite stock market index, after appreciating by 400 per cent from 1995, proceeded to decline by 78 per cent from its peak in March 2000 to October 2002. continue…
by David Buckland Posted in Global markets, Market commentary.
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Lockdown, reopen, lockdown, reopen, repeat
Roger Montgomery
September 24, 2020
Globally, investors have hitherto been blissfully optimistic about the end of hard lockdowns, the development of a potential vaccine and broad economic re-openings. But all that may be about to change. continue…
by Roger Montgomery Posted in Global markets.
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What if we get a vaccine but people refuse to be jabbed?
Roger Montgomery
August 19, 2020
Global share markets are being held aloft partly by the hope of a coronavirus vaccine coming sometime soon. But new research shows many people – including around 50 per cent of Americans – could refuse to get a jab. If that happens, then is it possible that what we are now living through will be the new normal? continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Farewell fiscal 2020, hello fiscal 2021
David Buckland
July 1, 2020
Twelve months back, who could have predicted the world would be in the state it’s currently in? And yet, despite the pandemic-induced turmoil, some world markets are not that far from where they were a year ago. Here’s a quick look at the year that was. continue…
by David Buckland Posted in Global markets, Market commentary.
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Could US lockdowns slam the breaks on this market rally?
Stuart Jackson
June 29, 2020
The COVID-19 data coming out of the US is grim and getting grimmer. My concern is that many investors have been pricing in an increasingly positive economic recovery, which may not eventuate if governments in the US need to re-introduce lockdowns. And that spells danger for share prices in the US – and other markets as well. continue…
by Stuart Jackson Posted in Global markets, Market commentary.
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Why I’m not a fan of the Fed buying corporate bonds
Roger Montgomery
June 23, 2020
In March, the U.S. Federal Reserve moved to prevent a coronavirus-induced downturn by promising to set up an entity to buy corporate bonds and ETFs, including junk bonds and junk bond ETFs. My concern is that the Fed has simply created another time bomb that future generations will have to defuse. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
