Global markets
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The Fed sees no financial crisis ahead – so, can we all relax?
Ben MacNevin
July 6, 2017
Last week, leading media outlets led with a sensational headline that instantly grabbed my attention – “Fed’s Yellen expects no new financial crisis in ‘our lifetimes”. She was saying that the US now has a safer financial system, thanks largely to the efforts of the Fed. But will a safer system embolden market participants to take greater risks, thereby making the system riskier? continue…
by Ben MacNevin Posted in Global markets.
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Farewell Fiscal 2017, Hello Fiscal 2018
David Buckland
July 3, 2017
As fiscal 2017 draws to a close, let’s take a look at the year that was. continue…
by David Buckland Posted in Economics, Global markets, Market commentary.
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We banked on it
Roger Montgomery
June 5, 2017
Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings. continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.
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This time is really different
Roger Montgomery
May 17, 2017
Perhaps the four most dangerous words in investing are; this time is different. History shows however that it is never different, and the belief that today we are more educated, experienced or advanced than ‘last time’, or that conditions have permanently changed, perpetuates the behaviour that is causing the problem. A sign that we might be near the end is the preponderance of died-in-the-wool value investors who simply give up plying their trade and join the momentum. continue…
by Roger Montgomery Posted in Global markets, Investing Education.
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Wealth Management Products make China’s shadow banking system a ticking time bomb
David Buckland
May 12, 2017
While western stock markets have continued to enjoy euphoric conditions over the past month, the Shanghai Composite Index has gone the other way, declining 7 per cent. One key reason is the ballooning problem associated with Wealth Management Products (WMPs). continue…
by David Buckland Posted in Global markets.
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Wall Street loves Trump now, but will he really bring change?
Roger Montgomery
March 4, 2017
The S&P 500 has surged around 10 per cent since Donald Trump’s election last November, boosted by expectations he would lower company tax, ease bank regulations and raise infrastructure spending. Which is why his inaugural Speech to Congress earlier this week was so eagerly awaited by investors. But will his talk be translated into action? continue…
by Roger Montgomery Posted in Global markets.
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Macquarie analysts issue a warning about the rising debt wave
Roger Montgomery
February 21, 2017
Analysts at Macquarie Research, Viktor Shvets and Chetan Seth, have just released an excellent piece titled ‘Surfing the debt wave. Don’t look down’. In it, they focus on global debt, wealth inequality, weak productivity growth, the velocity of money and the balance sheets of central banks. For investors, it’s a timely reminder of the big issues facing the world’s main economies. continue…
by Roger Montgomery Posted in Global markets.
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Has Italy’s economy hit crisis point?
Scott Shuttleworth
February 13, 2017
These days, most investors looking beyond our shores are focused on the US. But the situation in Europe is also worth watching closely, particularly in Italy – the world’s eighth biggest economy – which appears to be in dire straits. continue…
by Scott Shuttleworth Posted in Global markets.
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Warning signs from China mean it’s time to check your exposure
Roger Montgomery
February 13, 2017
When the Chinese government recently tightened capital controls to further reduce capital outflows, it sent a message to the world that all is not right with its currency. According to some analysts, China’s problems are big enough to seriously rattle global markets. For investors, it’s therefore time to check your portfolios for direct and indirect exposure to China and China-exposed businesses and industries.
continue…by Roger Montgomery Posted in Global markets.
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The UK could soon see stricter rules around CFDs
Tim Kelley
December 8, 2016
One path to profit in financial markets is to understand the cognitive biases that can make investors behave irrationally, and take advantage of their mistakes. For example, when prices are pushed out of alignment by panic selling or euphoric buying, a measured investor can try to benefit by taking the other side of the trade. continue…
by Tim Kelley Posted in Global markets.
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