Global markets
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Why the next US downturn could be a shocker
Roger Montgomery
September 11, 2018
Is the next US downturn years away, or just around the corner? Either way, leading US economist, Professor Jeffrey Frankel, says it will be severe. And the reason, he says, is the Trump administration’s relentless pursuit of fiscal expansion and financial deregulation. continue…
by Roger Montgomery Posted in Global markets.
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Three global stocks and why we like them
Roger Montgomery
August 31, 2018
Recent press has been dominated with reporting season and that reality TV show known as Federal Parliament. For serious domestic investors, the press has probably not been an ideal source of information on investment opportunities elsewhere. So, to bring you up to speed with what we like elsewhere in the world continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Technology & Telecommunications.
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Why this billionaire investor thinks tech stocks are still cheap
Roger Montgomery
July 2, 2018
If you’re looking for a dose of optimism, then head to the recent interview on CNBC with billionaire hedge fund pioneer, Julian Robertson. Robertson says he’s still bullish on this market, and he’s particularly keen on leading tech stocks like Facebook, Google and Microsoft. continue…
by Roger Montgomery Posted in Companies, Global markets.
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Is China winning the global technology race?
David Buckland
June 27, 2018
In round one of what appears to be a deepening trade war between China and the US, the battle is on artificial intelligence, quantum computing, 5G wireless applications and genomics. President Trump has unveiled 25 per cent tariffs on $50 billion of Chinese imports and has also asked the US Trade Representative to identify an additional $200 billion worth of Chinese goods for tariffs of 10 per cent. continue…
by David Buckland Posted in Global markets.
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So is it a good time to invest globally?
Scott Phillips
May 8, 2018
It is only natural for investors and advisers alike to question whether now is a good time is to invest in global equities. As an investment manager, we are constantly asked if it is the right time to either add more funds or redeem funds from their portfolios. Here we discuss what we do in our own funds.
by Scott Phillips Posted in Global markets.
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US cash rates up from 0.5% to 3.5% in the three years to late-2019
David Buckland
February 26, 2018
If our friends at Deutsche Bank are right in forecasting the US unemployment rate to decline from the current 17 year low of 4.1 per cent to 3.2 per cent by-late 2019, the US Federal Reserve are going to have a delicate balancing act as they lift the cash rate in trying to keep inflationary expectations under control. continue…
by David Buckland Posted in Global markets.
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How to avoid investment traps in the platform age
Roger Montgomery
December 4, 2017
Right now, investors are in love with new, disruptive businesses, particularly those with platforms that shorten the path between supplier and end user. Many of these businesses are sporting eye-watering valuations that seem hard to justify. Is it time for a return to value investing? We think so. continue…
by Roger Montgomery Posted in Global markets.
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After a strong year, can investors start to relax? Actually, no
Roger Montgomery
November 6, 2017
As global share markets head inexorably north, it’s easy to start feeling more relaxed. But my friend Jonathan Rochford offers a word of caution. In a recent note, he warns that a combination of high returns and low volatility could be setting up markets for a nasty pullback. And that’s not the only thing keeping him awake at night. continue…
by Roger Montgomery Posted in Global markets.
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The Phillips Curve – will we see higher US inflation?
David Buckland
October 12, 2017
The Phillips curve describes the historical inverse relationship between rates of unemployment and corresponding rates of inflation. The theory states that with economic growth comes more jobs, less unemployment and inflation. The degree to which this inverse relationship has been affected by globalisation, digital deflation and outsourcing is a moot point and we wonder if, and when, the 17-year low in US unemployment will filter through to a higher sustainable rate of inflation? continue…
by David Buckland Posted in Global markets.
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Why investing fads can end in tears
Roger Montgomery
September 11, 2017
Back in the 1960s, a group of companies listed on the New York Stock Exchange called the Nifty Fifty grabbed the attention and dreams of a generation of savvy investors. As we know, investing in the Nifty Fifty ended badly for many of them, and showed the downside of investing fads.
continue…by Roger Montgomery Posted in Global markets, Market commentary.
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