Market commentary
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Could reporting season unearth some bargains?
Andreas Lundberg
August 1, 2019
As many readers are probably aware, 1 August is the kick-off for reporting season. A recent report by JP Morgan confirms what we’ve been thinking for some time – the Australian market looks very expensive. With reporting season set to start, we’re about to get a really good picture or whether or not we’re right. continue…
by Andreas Lundberg Posted in Market commentary
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Five global themes we think will deliver strong returns
Andrew Macken
August 1, 2019
Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come. Here, I’d like to present five of them, and some strong businesses that are riding these industry tailwinds. continue…
by Andrew Macken Posted in Global markets, Market commentary, Stocks We Like
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How record low interest rates have changed investing
David Buckland
July 19, 2019
For 20 years before the GFC, the RBA cash rate averaged 6 per cent; now it’s 1 per cent. This ‘new normal’ is great for borrowers, but a disaster for savers. And it’s driving investors to take increasingly greater risks. continue…
by David Buckland Posted in Market commentary
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Is Trump winning the trade war?
Daniel Wu
July 19, 2019
Shortly after the high-stakes meeting between Presidents Trump and Xi Jinping at the G20 Summit resulted in a temporary ceasefire and agreement to resume trade negotiations, Trump was taking to the airwaves to declare that the U.S. was winning the trade war and “winning big”. Few would consider an agreement to resume negotiations to be a sign of winning, so are Trump and Xi any closer to a deal now than they were prior to the G20? continue…
by Daniel Wu Posted in Global markets, Market commentary
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Recent data suggest the slowdown is just beginning
Roger Montgomery
July 16, 2019
The latest RBA rate cut indicates all is not well in the Australian economy, and retail and housing data seem to back this up. It’s time to be selective about where you invest. While sentiment might have improved of late, actual spending hasn’t picked up. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary
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If rates are low forever, can asset prices fall?
Roger Montgomery
July 9, 2019
There’s an increasing frequency of articles I have read suggesting that low rates are now a permanent feature of markets, as is the likelihood of central banks rescuing investors from themselves through the perpetual deployment of unconventional monetary policy tools. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary
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Equities not so expensive
Christopher Demasi
July 4, 2019
Ahead of the July 4 holiday here in the US the local stock market has closed at a record high. But shares may not be any more expensive on average than they have been over the past decade. continue…
by Christopher Demasi Posted in Global markets, Market commentary
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Tough times for quantitative managers
Tim Kelley
July 2, 2019
Anyone following the financial media will probably know that the going has been tough for active managers recently, with only a smallish minority managing to outperform the market. continue…
by Tim Kelley Posted in Market commentary
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Farewell Fiscal 2019, Hello Fiscal 2020
David Buckland
July 1, 2019
As fiscal 2019 has drawn to a close, let’s take a look at the year that was. In sporting parlance, it was definitely “a game of two halves.” Virtually all major indexes declined in the December 2018 half-year, however this proved temporary and the recovery in the June 2019 half-year was quite extraordinary. continue…
by David Buckland Posted in Editor's Pick, Market commentary
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Who should pay when your apartment block ‘moves in a downward motion’?
Andreas Lundberg
June 27, 2019
The recent, and well reported, examples of shoddy construction practices on high rise buildings have led some experts to warn that this is just the tip of the iceberg. The question for society is: who is responsible, and who should pay the costs of rectification? continue…
by Andreas Lundberg Posted in Market commentary
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