Investing Education
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What do low interest rates mean for equity markets?
Tim Kelley
September 29, 2020
The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia and the US have declined from around 14 per cent in the early 80s to more recently lie somewhere not unadjacent to zero. continue…
by Tim Kelley Posted in Investing Education, Market commentary.
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The three essential criteria to look for in a business
Roger Montgomery
August 26, 2020
Investing isn’t easy. With so many businesses to evaluate, and so many conflicting opinions about them, it can be extremely hard to make sound investment decisions. To help you in your investment journey, here are the three essential criteria we use when looking for outstanding businesses to invest in. continue…
by Roger Montgomery Posted in Investing Education.
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The magic that happens when companies invest in their business
Roger Montgomery
August 21, 2020
I love receiving dividends. Who doesn’t? But companies that pay out a high percentage of their profits are actually harming the long-term returns of their investors. Because, when it comes to making a company more valuable, paying out high dividends is no match for ploughing profits back into the business. continue…
by Roger Montgomery Posted in Investing Education.
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How to think like an investor – and not a gambler
Roger Montgomery
August 21, 2020
If gambling on shares is your thing, then perhaps this blog is not for you. On the other hand, if what you want are sustainable, growing returns – over the long term – then read on. Because, below, I set out some simple steps to help you make better investment decisions. continue…
by Roger Montgomery Posted in Investing Education.
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Is value investing poised to do well?
Tim Kelley
August 5, 2020
One of the most fundamental dichotomies that can be drawn in equity markets is the one that separates “value” from “growth”. In simple terms, you pick a basic metric – say price to earnings ratio – and you divide the market up into those stocks with a PE ratio above the average (growth stocks) and those with a PE ratio below the average (value stocks). continue…
by Tim Kelley Posted in Investing Education.
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Investment platforms: more than just an admin tool
Dean Curnow
July 16, 2020
Investment platforms are many things, from an administration tool for advisers and the end investor, to a world of wrapped investment options only previously presented to SMSF’s with both strong paperwork skills and large balances. continue…
by Dean Curnow Posted in Investing Education.
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Freedom Foods shows why it pays to check a firm’s cash-flow
Joseph Kim
July 2, 2020
Ignoring a firm’s operating cash-flow conversion for a period of time can be very risky. Particularly during a period of business stress, like we have right now. The most recent example of this is with Freedom Foods (ASX: FNP), which was recently put in a trading halt pending an investigation into its financial position – but not before its share price dived 14 per cent.
continue…by Joseph Kim Posted in Companies, Investing Education.
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How to minimise risk during recessions and economic crises
Roger Montgomery
June 30, 2020
What’s the best way to minimise risk when investing during a recession or economic crisis? Research by NYU’s Stern School of Business shows that one method could be to allocate funds according to where the company sits in its business lifecycle – which is the approach taken by the Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Is the LIC market dead?
Dean Curnow
June 26, 2020
Listed Investment Companies (LICs) have arguably been the poster child of the Exchanged Traded Product (ETP) movement. As at the end of May, LICs accounted for AUD $45 billion by market capitalisation on the ASX, with 108 offerings across a range of asset classes though mostly concentrated amongst Australian and international shares as captured by Morningstar. continue…
by Dean Curnow Posted in Investing Education.
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Does debt no longer matter?
Joseph Kim
June 2, 2020
As countries look to re-open their economies, the narrative from financial media circles has been one of re-opening and “V-shaped” recoveries to explain the recent rally in equity markets, despite the significant uncertainty that dominates real world events. continue…
by Joseph Kim Posted in Investing Education.
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