Market commentary
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Nasdaq is baq in 2019
Christopher Demasi
February 11, 2019
After running into a bear market late last year, the Nasdaq index which measures technology stocks in the US, is up almost 20 per cent and on its way to the second-fastest bounce back in history. continue…
by Christopher Demasi Posted in Global markets, Market commentary
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Why we think the market is still overvalued
Roger Montgomery
February 7, 2019
The recent falls in stock prices around the world have tempted many investors to dive in and grab some value. But we think this could be jumping the gun – many stocks could still have further to fall. continue…
by Roger Montgomery Posted in Companies, Market commentary
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Putting the recent global correction into perspective
Scott Phillips
February 1, 2019
As most Australians venture back to work throughout the month of January, it will be somewhat of a relief that global equity markets have staged a U-turn from the previous quarter and look set to post a solid positive return for the month (as at the time of writing, being 25/1/19 the MSCI World index MTD was 4.5 per cent higher). continue…
by Scott Phillips Posted in Market commentary
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200 Years of Extraordinary Shifting Markets
Amit Nath
January 31, 2019
Stock market indices were introduced in the U.S. back in the 1800s. The market at that time was largely dominated by financial institutions such as Bank of America and the precursors to JPMorgan and Citigroup. continue…
by Amit Nath Posted in Market commentary
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The year ahead, tell us what you think
Dean Curnow
January 25, 2019
Through late-December I was lucky enough to be on holiday with my partner and her family in sunny Hawkes Bay, New Zealand. Some of my joy was clouded by the wave of headlines, and seeing the performance numbers for December across world markets. continue…
by Dean Curnow Posted in Market commentary
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Early signs of the negative wealth effect
David Buckland
January 17, 2019
The negative wealth effect from falling residential property prices combined with the podium position for Australian Household Debt to GDP (120 per cent) and Australian Household Debt to Disposable Income (200 per cent) is starting to bite. continue…
by David Buckland Posted in Market commentary
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Farewell 2018, Hello 2019
David Buckland
January 2, 2019
As 2018 has drawn to a close, let’s take a look at the year that was. Excluding dividends, the Australian market declined 7.5 per cent over 2018 to 5,709 points. By August, the market was at 6,460 points, and the all-time high of 6,850 points recorded in November 2007 appeared to be within reach. However, the final four months of the year was a rough period for most equity investors. continue…
by David Buckland Posted in Market commentary
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Should you participate in a share buy-back?
Joseph Kim
December 12, 2018
The Federal Labor Party has stated it would change the dividend imputation system if returned to power in 2019. This is expected to see a spike in the number of off-market share buy-backs. The big question for investors is: should you participate? continue…
by Joseph Kim Posted in Investing Education, Market commentary
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Interest rates rise, asset prices fall, and cash is king again
Roger Montgomery
December 5, 2018
In recent months, interest rates have been rising globally, exerting a downward gravitational pull on the value and price of most assets. It’s a trend that’s likely to play out for some time. And that’s why it makes sense to be holding cash. continue…
by Roger Montgomery Posted in Market commentary
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The big global issues facing investors today
Andrew Macken
November 30, 2018
After several years of plain sailing, investors are now having to contend with global markets that are far more risky. These market conditions have been created by an almost perfect storm of global issues. While the issues are out of our control, there are important steps we can take when making investment decisions. continue…
by Andrew Macken Posted in Global markets, Market commentary
