Market commentary
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Why we’re excited about the next market sell-off
Roger Montgomery
March 11, 2019
I think we could see another meaningful pullback in global equities, triggered by volatility in U.S. bond markets. It’s a scenario we are looking forward to as it creates a fresh opportunity to invest in quality businesses at the right price. continue…
by Roger Montgomery Posted in Market commentary
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Say farewell to the infrastructure boom
Andreas Lundberg
March 6, 2019
In recent years, state budgets have benefited from rising revenues, particularly from stamp duty. But now that revenue stream is being squeezed, particularly in New South Wales and Victoria. This decline in revenue could be a real issue for businesses that rely on state infrastructure spending. continue…
by Andreas Lundberg Posted in Market commentary
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Does criticism of Buffett signal a market top?
Roger Montgomery
February 28, 2019
For 10 years now, the S&P 500 has been on a run, soaring from under 800 points to around 2800 points. But is this as good as it gets for now? Warren Buffett seems to think so. And criticism of his recent investment decisions could signal that the market is due a breather. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary
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How much volatility should we expect in 2019?
Roger Montgomery
February 27, 2019
The recent gyrations in world markets have befuddled investors, short sellers and commentators alike. I think we’ll see more of the same in 2019/20. Will this present good buying opportunities for investors who like to buy on the dips? continue…
by Roger Montgomery Posted in Market commentary
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The economics of a change in government
Andrew Macken
February 22, 2019
Over the coming months, Australian citizens over the age of 18 will be required to vote to elect members of the 46th Parliament of Australia. As always, there is a chance of a change in government. Indeed, this time around, that chance appears meaningful.
continue…by Andrew Macken Posted in 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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