Global markets
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A couple of standouts in a tough September 2023 Quarter
David Buckland
October 18, 2023
In this week’s video insight, I’ll be discussing the pleasing performance of both the Montgomery Small Companies Fund and the Aura High Yield SME Fund (for wholesale investors) in the September 2023 quarter. During this time stock markets observed widespread negative returns, mainly due to a significant increase in U.S. ten-year treasury bond yields. continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
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MEDIA
Ausbiz – Challenging the prediction of a grim decade for equities
Roger Montgomery
October 17, 2023
In this interview with Ausbiz, I wanted to share a different perspective on the future of investments. I challenged the widespread concerns about the S&P 500 indicating a potentially bleak decade ahead. I also wanted to emphasize that individual investors should move beyond broad indices and instead focus on quality businesses. Watch the full interview here: Challenging the prediction of a grim decade for equities
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
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What can we expect from equities in the near future?
Roger Montgomery
October 16, 2023
Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they right? There are always plenty of people happy to offer their opinion. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Will Chinese electric vehicle manufacturers dominate the “affordable market”?
David Buckland
October 11, 2023
There is a well-known Harvard Business School case study where the Japanese automakers tried to enter the U.S. market in the late-1960s and kept returning home with their tail between their legs as their early vehicles were not designed for big distances on the open American road. Fast forward 50 years and Toyota consistently has one of the largest market shares in the U.S., and not so long-ago Lexus was much preferred over other luxury brands including BMW and Mercedes. continue…
by David Buckland Posted in Global markets, Market commentary.
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Global investor positioning analysis: Insights, trends, and implications for investors
Roger Montgomery
October 10, 2023
Crossborder Capital recently charted the dynamic shifts in global investor positioning. Measuring “Risk Exposure”, the analysis seeks to describe the extent to which investors have adopted risk, with the task being to identify which markets are ‘overbought’ or ‘oversold’. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Budget deficits, debt ratios, and bond markets: What lies ahead for U.S. investors?
David Buckland
October 9, 2023
The recent removal of the Speaker of the U.S. House of Representatives, Kevin McCarthy, seems to coincide with the outlook of an unsustainable budget deficit and the likelihood the U.S. Federal Debt to GDP ratio will soon exceed the record reached in 1946, immediately after the second World War. continue…
by David Buckland Posted in Economics, Global markets, Market commentary.
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- POSTED IN Economics, Global markets, Market commentary
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U.S. regional banks two-point-Oh!
Roger Montgomery
September 4, 2023
We appear to be witnessing a shift in the U.S. banking landscape and recent events suggest we should proceed with caution. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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China wakes up, but is the nightmare just beginning?
Roger Montgomery
August 28, 2023
I have long ignored the reported vicissitudes of China’s economy, unable to reconcile the fact their gross domestic product (GDP) data – obtained from an impossibly large and disparate country – is released more quickly at the end of each month than the U.S. and the data is rarely, if ever, subsequently amended or adjusted. They get it right the first time, every time. A quick look at the piles of junked Chinese products at the local waste disposal centre quickly disabuses one of any belief in China’s systems producing data that is right the first time every time. continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Global markets.
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- POSTED IN Economics, Editor's Pick, Global markets
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Is a BRICS gold-backed currency and bad idea?
Roger Montgomery
August 24, 2023
The idea of a gold-backed currency proposed by the BRICS countries (Brazil, Russia, India, China, and South Africa) as an alternative to the U.S. Dollar has gained attention. However, there are numerous reasons why this concept is considered impractical and unwise. This article explores the challenges and drawbacks of adopting a gold-backed currency, highlighting historical evidence and expert opinions that point to its shortcomings. continue…
by Roger Montgomery Posted in Foreign Currency, Global markets.
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Good news for equities. Investors can expect higher liquidity
Roger Montgomery
June 28, 2023
Putting value to one side, the price of an asset cannot rise unless investors buy it. And, in order to buy it, they require liquidity. Tracking global liquidity can go some way to explaining, if not predicting, the path of asset prices. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
