Insightful Insights

The repercussions for Australia are serious. According to one prominent and highly successful fund manager:  “No matter how one analyzes the available data, China’s economy has already started to experience a hard landing.” 

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by Roger Montgomery Posted in Insightful Insights.

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If you are interested in learning about value investing, last year we recorded a podcast series with 2GB.  Today we share Part 5, of a six-part series. continue…

by Roger Montgomery Posted in Insightful Insights.

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Equity markets have been skittish lately. Since the start of 2016, the ASX200 is down around 9 per cent, with particular pressure being felt by the major banks that make up a large part of the index, but price declines are also being felt more broadly, driven by a range of global macro and liquidity concerns. continue…

by Tim Kelley Posted in Insightful Insights.

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The first seven months of the Fiscal 2016 year has been difficult for investors. The S&P/ ASX 300 Accumulation Index has declined by 5.78 per cent while the MSCI World Net Total Return Index in Australian Dollars fell by 2.24 per cent. continue…

by David Buckland Posted in Insightful Insights.

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The severe decline in the commodities complex associated with slower economic growth, particularly from China, has seen Emerging Markets selling their holdings of US Treasuries in order to stop their currencies declining too rapidly. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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As we begin 2016 you may be hoping for a better year than last year. If so, it’s time to take a hard, long look at your portfolio.

Click on the image below to read Roger’s Australian column.

You can read all of the team’s press articles through browsing our media library, view more articles here.

by Roger Montgomery Posted in Insightful Insights.

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Ever since GUD Holdings (ASX: GUD) acquired Brown & Watson International (BWI) in early July 2015, we have had the business on a watch, wait and learn brief.

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by Russell Muldoon Posted in Insightful Insights.

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Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of January. continue…

by Roger Montgomery Posted in Insightful Insights.

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Australia has a love affair with property the likes of which the rest of the world may not fully appreciate. The 18^th top-ranked site in Australia is realestate.com.au, pipped only by sites operated by global powerhouses such as Google, Twitter, Ebay and Facebook. continue…

by Roger Montgomery Posted in Companies, Insightful Insights, Property.

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Last week, Citi Research in conjunction with the Oxford Martin School released their latest report in a long term series looking at some of the global challenges of the 21^st century. continue…

by Stuart Jackson Posted in Insightful Insights.

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