Insightful Insights
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The seven months to 31 January 2016
David Buckland
February 11, 2016
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 Canaries in the Coal Mine
David Buckland
February 10, 2016
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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Colour of money: blue chips end in the red
Roger Montgomery
February 10, 2016
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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GUD, one for the watch list
Russell Muldoon
February 9, 2016
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.
by Russell Muldoon Posted in Insightful Insights.
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Board movements for January 2016
Roger Montgomery
February 9, 2016
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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For the love of real estate
Roger Montgomery
February 8, 2016
Australia has a love affair with property the likes of which the rest of the world may not fully appreciate. The 18th 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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What are the long term implications of AI for Labour, Productivity and Economic Equality?
Stuart Jackson
February 8, 2016
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 21st century. continue…
by Stuart Jackson Posted in Insightful Insights.
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The Steel Bears Are Winning – Part 2
David Buckland
February 5, 2016
Back on 16 March 2015, the conclusion from my blog entitled “China Dumping Steel Is A Cause For Concern” was global steel production had already reached a turning point. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Real Estate – all singing all dancing
Roger Montgomery
February 5, 2016
REA Group (ASX: REA) has just released their first half results for the 2016 financial year.
by Roger Montgomery Posted in Insightful Insights, Property.
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Value Investing series, Part 4
Roger Montgomery
February 5, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 4, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
