Insightful Insights

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.

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by Roger Montgomery Posted in Insightful Insights.

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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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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 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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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.  

continue…

by Roger Montgomery Posted in Insightful Insights.

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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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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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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.

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When Michael Stipe of REM wrote The End of the World as We Know It and penned the lyrics, “A tournament, a tournament, a tournament of lies, offer me solutions, offer me alternatives, and I decline.” He wasn’t thinking of the 2016 US Presidential Elections nor the resistance of consumers to lower and lower interest rates but he may as well have been. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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

Please click here to read the movements by sector for April 2016.

For more information, contact Blenheim Partners, Clare McKenna on +61 2 9253 0951 or at clare.mckenna@blenheimpartners.com.

by Roger Montgomery Posted in Insightful Insights.

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