Insightful Insights
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Take a bow for the Dow
Scott Phillips
May 30, 2016
On May 26th of this year, investors celebrated the 120th anniversary of the Dow Jones Industrial Average® and it still remains perhaps the world’s most visible and oft-cited stock market gauge. continue…
by Scott Phillips Posted in Editor's Pick, Insightful Insights.
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The Chase for Quality
Ben MacNevin
May 26, 2016
Global share markets have experienced years of structural tailwinds, benefiting active and passive fund managers alike. But if these tailwinds begin to abate, which we think is likely, it’s important to understand why active managers like Montgomery are better positioned to deliver returns to clients than passive managers. continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education.
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Bets Against Australia’s Banks Rise
Roger Montgomery
May 26, 2016
Hedge funds looking for the next housing bubble think they have found it – in Australia – and they are wagering more than $5 billion that the country’s banks will feel the pain.
Vera Sprothen writes an article for the Wall Street Journal describing the anticipated downturn in the housing market. She mentions Montgomery’s Andrew Macken.
Click here to read the full WSJ article.
To subscribe to the Wall Street Journal online click here.
by Roger Montgomery Posted in Insightful Insights.
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Uber is in the Driver’s Seat
David Buckland
May 25, 2016
Uber is a classic disruptive business model, offering a service of convenience and generally lower prices to their passengers and additional work for their “partner drivers”. Taxi drivers are protesting as the value of their “plates” suffer from structural decline. continue…
by David Buckland Posted in Insightful Insights, Technology & Telecommunications.
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The Business – ABC News
Roger Montgomery
May 25, 2016
Glenn Stevens says taking the plunge into highly geared property may not be a great strategy. His warning comes as a new report predicts a 10 per cent fall for Australian house prices within four years. Roger Montgomery joined Ticky Fullerton in the ABC Studio last night.
You can listen to all of the team’s television interviews through browsing our media library, view more clips here.
by Roger Montgomery Posted in Insightful Insights.
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IDP Leveraging the Growth in Demand for Education
Stuart Jackson
May 24, 2016
IDP Education listed on the ASX under the stock code IEL in the latter part of last year. Education Australia, which comprises 38 Australian Universities owns 50 per cent of IDP, and has agreed to escrow this shareholding until the release of the FY 2016 results in August. continue…
by Stuart Jackson Posted in Insightful Insights.
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Can Woolies be Saved?
Roger Montgomery
May 24, 2016
A keen follower of Montgomery, Brittain Ladd – who is focused on Cross-Border Commerce, Global Supply Chain Management, Logistics, and Business Strategy – let me know of a column he penned on May 17 about saving Woolies.
by Roger Montgomery Posted in Insightful Insights.
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The king is dead, long live the king: The importance of cash
Roger Montgomery
May 23, 2016
When cash is earning returns on a million-dollar term deposit that amounts to less than the poverty line, it’s easy to say that cash is not king. As a result of the poor returns, investors have migrated up the risk curve, investing in everything from hybrids to mezzanine finance, seeking better returns. continue…
by Roger Montgomery Posted in Insightful Insights.
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Zip your wallet against economic forecasts
Roger Montgomery
May 23, 2016
The rise of macroeconomics, to such an extent that it dominates the national and global narrative, can only be described as stunning. It might be news to many that there is in fact no ‘Nobel Prize in Economics’ even though a Nobel Prize in Economics is awarded annually. continue…
by Roger Montgomery Posted in Insightful Insights.
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Get Ready For Another Big Stick, Irrespective Of Which Party Wins
Stuart Jackson
May 20, 2016
APRA released quarterly statistics for the private health insurance industry during the week. While the data showed rising gross margin trends for the insurers as a result of slowing hospital treatment volume growth, there were trends in the premium data that will be concerning for the Government. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights.