Market commentary
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What’s really infecting markets?
Roger Montgomery
March 2, 2020
Can you see how coronavirus can be contained? Let’s think practically about this, especially in light of the revelation that the incubation period may be longer than two weeks and is infectious before symptoms present. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What is happening on the ground in China as a result of Coronavirus?
Joseph Kim
February 20, 2020
It has now been a month since coronavirus entered the global vernacular, with media coverage covering almost every conceivable angle possible, including the potential economic fallout. We monitor new cases and deaths very closely, especially for any signs of contagion outside of Hubei – the epicentre of COVID-19 – and the unfortunate passengers on the Diamond Princess cruise off the coast of Japan. continue…
by Joseph Kim Posted in Market commentary.
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Two reasons this bull market is set to continue
Roger Montgomery
February 7, 2020
Since early 2009, soaring global markets have made shares an extremely rewarding place to invest. With profits likely to keep recovering, and interest rates and inflation likely to stay low, I see no reason why this bull market will not continue. continue…
by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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How has Coronavirus affected you?
Andreas Lundberg
February 5, 2020
The Coronavirus has led to big changes in the way many people in China eat, work and move about. But what about here, in Australia? How has it affected the way you live, and have you noticed any changes in your workplace or the places you visit? I’d value your feedback. continue…
by Andreas Lundberg Posted in Health Care, Market commentary, Tourism.
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- POSTED IN Health Care, Market commentary, Tourism
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Observations of equity markets from previous viral outbreaks
Scott Phillips
January 28, 2020
Investors in Australia and around the world are understandably worried about the onset of a new disease (Wuhan Coronavirus – known as nCoV) and the implications for their investments, particularly as the medical profession develops their understanding of the disease. While the number of confirmed cases has increased from 282 to 4,474 in the past 7 days it is a moving tally. continue…
by Scott Phillips Posted in Editor's Pick, Global markets, Health Care, 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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Have low interest rates made risk assets too expensive?
Roger Montgomery
January 24, 2020
Around the world, plunging interest rates have led to a stampede by investors into risk assets, like shares and property. With the prices of these assets now looking quite inflated, investors need to do more research than ever to find under-valued assets. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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What really propelled the Aussie market in 2019?
Andreas Lundberg
January 20, 2020
Over the past 12 months, the soaring Australian share market has made most local investors feel pretty smart. However, for most part, it was falling interest rates, rather than rising company earnings, that kept the rally going. The question now is: how much longer can this bull market go? continue…
by Andreas Lundberg Posted in Market commentary, Market Valuation.
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Farewell 2019, Hello 2020
David Buckland
January 2, 2020
After recording an excellent performance in the June 2019 half-year, both the US Nasdaq and S&P 500 led the way in the December 2019 half-year with a return of 12.1 per cent and 9.8 per cent, respectively, for a return over calendar 2019 of 35.2 per cent (US Nasdaq) and 28.9 per cent (S&P 500). And this excludes dividends. continue…
by David Buckland Posted in Economics, Market commentary.
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- POSTED IN Economics, Market commentary
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2019 – the year in review
Joseph Kim
December 16, 2019
With the year coming to a close, I thought it would be interesting to look at 2019 in terms of some of the movements we saw in the ASX300 and its constituents. continue…
by Joseph Kim Posted in Editor's Pick, Market commentary.
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Are we seeing a dissonance between credit markets & broader equity indices?
Roger Montgomery
December 12, 2019
UK Macroeconomic Strategist Michael Wilson has penned an interesting piece entitled “Involution” which came across my desk. It was interesting enough that I thought it worth sharing in its entirety. continue…
by Roger Montgomery Posted in Global markets, Market commentary.
