Market commentary
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How Australia will look in a 3°C warmer world
Andreas Lundberg
April 12, 2021
The Australian Academy of Science has just released a landmark report looking at the long-term impacts on Australia from rising temperatures due to global warming. It’s called The Risks to Australia of a 3°C Warmer World, and I believe it is essential reading. continue…
by Andreas Lundberg Posted in Market commentary
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Where to invest in 2021
Roger Montgomery
March 15, 2021
The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
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Aussie companies are now global standouts
Andreas Lundberg
March 10, 2021
According to JP Morgan, companies on the ASX have, on average, received some of the largest positive earnings per share revisions anywhere in the world. The reason is likely because our economy has been less impacted by COVID-19 than in most other nations. But this doesn’t mean our market is looking cheap. continue…
by Andreas Lundberg Posted in Companies, Market commentary
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Why you should be wary if bond rates rise
Roger Montgomery
March 5, 2021
Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative ‘assets’ like cryptocurrency. But, if rates start to rise in a meaningful way, the price of these assets could tumble. Now could be a good time to re-assess your portfolio. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
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My take on a terrific reporting season
Roger Montgomery
March 3, 2021
One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. continue…
by Roger Montgomery Posted in Companies, Market commentary
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Is there strong growth ahead for Emerging Markets?
David Buckland
February 10, 2021
The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched. Government ordered lockdowns have crippled livelihoods where few safety nets exist. continue…
by David Buckland Posted in Emerging Markets, Market commentary
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Why I don’t think we’re headed for a correction
Roger Montgomery
February 9, 2021
Over the last few months, increased risk-taking by investors has led to ballooning prices for loss-making businesses, IPOs in unprofitable firms, and speculative ‘assets’ like cryptocurrency. This is usually a signal that the market is too hot, and is due for a correction. Is the market at risk of an imminent collapse? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
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What CCP’s results say about the health of the economy
Andreas Lundberg
February 4, 2021
Credit Corp (ASX: CCP), which is a buyer of debt, is a company we follow quite closely. Apart from being a potential investment, CCP’s fortunes provide a keen insight into the level of financial stress in the real economy. So, the company’s recent results were a good indicator of where we are at. continue…
by Andreas Lundberg Posted in Companies, Global markets, Market commentary
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Food inflation – why is it rising rapidly?
David Buckland
February 4, 2021
Many commodities – including cereals, oilseeds, dairy products and pork – which make up the UN Food and Agriculture World Food Price Index, are on the rise. The table below illustrates the move over the past five years and the past twelve months. continue…
by David Buckland Posted in Market commentary
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Bubble, bubble toil and no trouble!
Roger Montgomery
February 3, 2021
There are a number of arguments being advanced to suggest the stock market is in a gigantic bubble that is at risk of bursting imminently. Some of the arguments relate to broad overvaluation, the tidal wave of overpriced IPOs that double on listing, and the observation that interest rates remaining low forever is tantamount to the unrealistic, and previously unrealised, expectation of high rates of earnings growth being sustained forever. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
