Global markets

Around the world five-year government bonds are paying paltry returns to their investors. Indeed, in some countries, rates are negative. continue…

by Roger Montgomery Posted in Global markets.

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The extensive but brief dislocations in global sharemarkets following the UK’s decision to leave the European Union were a timely reminder of the fleeting nature of many crises.

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by Roger Montgomery Posted in Global markets.

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In a previous post, I outlined our thinking in respect of positioning the portfolio ahead of Brexit, particularly in regards to Henderson Group (ASX: HGG), which is the most direct exposure we have to the UK. continue…

by Tim Kelley Posted in Companies, Global markets.

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As I write this column, the UK has voted to leave the European Union. According to relatives of members of my team living in London, Britons on the Tube are telling Eastern Europeans, “Time to pack your bags”.  The Dow is down over 5 per cent, Spain is down 12 per cent and some individual shares have fallen by more than 20 per cent. continue…

by Roger Montgomery Posted in Global markets.

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When the world gets uncertain, gold invariably becomes the go-to ‘safe haven’ for many investors. And, sure enough, since the start of 2016, the gold price has risen strongly. With global jitters around the Brexit vote, has the case for buying gold just got stronger? continue…

by Tim Kelley Posted in Global markets.

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With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up.  As fund managers, it’s a question we’ve been forced to address head on. continue…

by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.

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Emerging markets are growing at least three times faster than the demographically challenged developed economies.  Powerful supporting dynamics includes younger, upwardly mobile populations, urbanisation with the shift from agrarian to service jobs, greater female workforce participation and a broadly improved education system. continue…

by David Buckland Posted in Global markets.

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The S&P 500 -6.9 per cent; the Australian All Ordinaries Index -7.2 per cent; the Nikkei 225 -14.1 per cent; the MSCI Emerging Markets Index -19 per cent; the Shanghai Composite Index -28.6 per cent – it sure was a tough September 2015 Quarter. continue…

by David Buckland Posted in Global markets, Montgomery News and Updates.

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As Fiscal 2015 draws to a close and Greece defaults on its debt repayments, let’s take a look at the year that was. The Australian market, excluding reinvestment of dividends, has continued to trade sideways, up 1.3 per cent from 5,382 to 5,451. continue…

by David Buckland Posted in Economics, Global markets.

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We recently wrote about the proliferation of Chinese deception of foreign investors and the regulator’s inability to do anything about it other than delist the companies, which they won’t do, presumably to maintain a healthy trading relationship. continue…

by Roger Montgomery Posted in Global markets, Manufacturing.

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