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.
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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 Editor's Pick, 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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