Market commentary
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The future of workplaces
Tim Kelley
June 17, 2021
Last year I was intrigued to hear Marc Andreesen of Silicon Valley venture capital firm Andreesen Horowitz[1] comment on the impact that widespread lockdowns in the US had had on the many enterprises that Andreesen Horowitz is involved with. Andreesen’s expectation had been that the sudden transition to work-from-home would negatively impact the progress of portfolio companies towards their commercial goals, and in the venture capital world, where cash burn rates are a critical issue, a company’s rate of progress is very closely tracked. continue…
by Tim Kelley Posted in Market commentary.
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Positive news for those cautious about being vaccinated
Roger Montgomery
May 31, 2021
Having just received my first COVID-19 jab this morning, I am encouraged to read the latest stats out of the US Centers for Disease Control and Prevention (CDC). In its recent report, the CDC has found less than 1,000 cases of COVID-19 required hospitalisation out of more than 100 million fully vaccinated individuals. continue…
by Roger Montgomery Posted in Market commentary.
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3 off-piste investing ideas for your portfolio
Roger Montgomery
May 31, 2021
It’s hard not to be intrigued by – and envious of – the stories of rapid and stupendous gains made by some people on unconventional investments, like NFTs and cryptocurrency. The good news, particularly for those who missed out on this profit bonanza, is there are still some unconventional investments out there with very attractive prospects. continue…
by Roger Montgomery Posted in Market commentary.
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Following the ETP market through COVID
Dean Curnow
May 28, 2021
The Australian Exchanged Traded Product (ETP) market crossed a staggering $100 billion in assets as at the end of March[1], which was a new all-time high from where they closed 2020 at $95 billion. This is quite a feat when you think about the volatility in markets that occurred over the 12 months prior. continue…
by Dean Curnow Posted in Market commentary.
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Why today’s inflation fears provide a great share-buying opportunity
Roger Montgomery
May 19, 2021
Right now, inflation is the new bogey man. And it’s having an impact on equity markets. But is rising inflation just a blip caused by short-term bottlenecks in the supply of labour, or a long-term structural issue? If it’s just a blip – which I think it is – then any weakness in the share prices of high quality companies will provide us with a classic contrarian opportunity. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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What return can you expect from Australian equities?
Tim Kelley
May 18, 2021
Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound total return (capital growth plus dividends) in the region of 12 per cent p.a. since 1900. continue…
by Tim Kelley Posted in Market commentary.
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Have we reached peak economy?
Roger Montgomery
May 11, 2021
As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. Federal Reserve Chairman, Jerome Powell, thinks the current spike is transitory. Time will tell if he’s right. But whether it’s transitory or persistent, inflation will impact stock market returns. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Take advantage of inflation fears
Roger Montgomery
May 7, 2021
Fear of reemergent inflation peaked earlier this year, coinciding with a surge in US ten-year bond rates to 1.745 per cent at the end of March. While bond rates have eased slightly (now 1.61 per cent) they remain persistently and materially higher than at any time in 2020. Part of the reason remains lingering concerns about inflation. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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For the Australian economy, it’s full steam ahead!
Roger Montgomery
May 4, 2021
Compared to most other major economies, Australia is now in a sweet spot. After breezing through the COVID-19 pandemic, economic growth is above expectations, unemployment is low, and the outlook for business is incredibly positive. If you add low rates and ongoing government support to the mix, it all adds up to a rosy near-term outlook. continue…
by Roger Montgomery Posted in Editor's Pick, 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 Editor's Pick, Market commentary.
