Market commentary
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The winners and losers of 2020
Scott Phillips
January 13, 2021
A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of our lives, not to mention the huge volatility in financial markets. Interestingly, when we look in isolation at the calendar year returns of the S&P/ASX 300 Accumulation Index (which includes the returns from dividends), the market was up a tiny 1.4 per cent. continue…
by Scott Phillips Posted in Global markets, Market commentary
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Farewell 2020, Hello 2021
David Buckland
January 4, 2021
Sunday, 8 March 2020, was not only International Women’s Day, but the ICC Women’s World T20 Cricket final, played between Australia and India at the Melbourne Cricket Ground, attended by over 86,000 spectators. (Australia won by 85 runs). Ten months later, over 85 million people globally have been infected and 1.85 million people have passed-away from COVID-19. continue…
by David Buckland Posted in Market commentary
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Why I think share markets will boom in 2021
Roger Montgomery
December 15, 2020
As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
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A review of markets in 2020
Joseph Kim
December 15, 2020
With 2020 almost now behind us, I thought it was worthwhile looking at the year that was. It’s safe to say this year is unlikely to be forgotten for everyone, and not just those invested in equity markets. After a very strong January, investors and markets grappled with the uncertainty and severe volatility brought upon by COVID-19’s spread around the world. continue…
by Joseph Kim Posted in Market commentary
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Turn over these stones in 2021
Roger Montgomery
December 14, 2020
While 2020 will always be remembered for the global lockdowns associated with COVID-19, many will also remember it was the year the Reserve Bank of Australia’s monetary policy acquiesced to the big momentum of Modern Monetary Theory. It was the year the RBA embraced an assortment of avant-garde actions in a continuation of the measures adopted by its contemporaries, since the GFC, in most other jurisdictions. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
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How to position your portfolio for a post-COVID boom
Roger Montgomery
December 8, 2020
The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021. But where will the biggest gains be found? In beaten-down cyclicals, ‘re-openers’ and other firms smashed by the temporary lockdowns? Or in the so-called ‘pandemic darling’ tech stocks? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
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Why our soaring market still looks ok to me
Roger Montgomery
December 3, 2020
Are share markets cheap or expensive right now? Well, it depends who you ask. And there are plenty of people happy to offer their opinion. But at the risk of adding to this largely irrelevant discussion (after all, we buy shares in companies, not ‘the market’) here’s my take. Please feel free to comment – I’d love to read your views as well. continue…
by Roger Montgomery Posted in Market commentary
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The new post-pandemic world of marketing
Andrew Macken
December 1, 2020
In the space of five months, consumer online buying in the United States grew from around 15 per cent to 45 per cent for most categories. This is an extraordinary acceleration in consumer behaviour towards digital channels – and one that is likely here to stay. For those in the business of marketing to consumers, this new reality has significant implications, as McKinsey points out in their recent note on the subject. continue…
by Andrew Macken Posted in Market commentary
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Why are stocks going up?
Andrew Macken
November 24, 2020
With COVID-19 cases surging again in the US, Europe and elsewhere, you might reasonably be scratching your head at the ongoing surge in stock prices. After all, if it was the pandemic that caused the severe sell off in March, wouldn’t a resurgence in cases and deaths in the world’s largest economies have a similar effect? continue…
by Andrew Macken Posted in Global markets, Market commentary
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Looking across the earnings valley
David Buckland
November 20, 2020
Those companies which record the largest retreat in profitability during a recession often see the biggest rebounds in subsequent years. Company reports and consensus Earning Per Share (EPS) estimates for the US S&P500 market points to a similar experience for this cycle. continue…
by David Buckland Posted in Market commentary
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