Market commentary
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Early signs of the negative wealth effect
David Buckland
January 17, 2019
The negative wealth effect from falling residential property prices combined with the podium position for Australian Household Debt to GDP (120 per cent) and Australian Household Debt to Disposable Income (200 per cent) is starting to bite. continue…
by David Buckland Posted in Market commentary.
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Farewell 2018, Hello 2019
David Buckland
January 2, 2019
As 2018 has drawn to a close, let’s take a look at the year that was. Excluding dividends, the Australian market declined 7.5 per cent over 2018 to 5,709 points. By August, the market was at 6,460 points, and the all-time high of 6,850 points recorded in November 2007 appeared to be within reach. However, the final four months of the year was a rough period for most equity investors. continue…
by David Buckland Posted in Market commentary.
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Should you participate in a share buy-back?
Joseph Kim
December 12, 2018
The Federal Labor Party has stated it would change the dividend imputation system if returned to power in 2019. This is expected to see a spike in the number of off-market share buy-backs. The big question for investors is: should you participate? continue…
by Joseph Kim Posted in Investing Education, Market commentary.
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Interest rates rise, asset prices fall, and cash is king again
Roger Montgomery
December 5, 2018
In recent months, interest rates have been rising globally, exerting a downward gravitational pull on the value and price of most assets. It’s a trend that’s likely to play out for some time. And that’s why it makes sense to be holding cash. continue…
by Roger Montgomery Posted in Market commentary.
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Components of a recession
Joseph Kim
November 30, 2018
Given the recent movements in global financial markets, including greater volatility and proliferation of warnings concerning the next recession, I felt it was worth highlighting one of the more interesting research pieces I have read recently by JP Morgan’s Global team for a broader macro perspective on how asset prices move in a recession / financial crisis. continue…
by Joseph Kim Posted in 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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Two changes impacting markets
Roger Montgomery
November 29, 2018
In this week’s video insight Roger discusses the switch by major central banks from quantitative easing (QE) and the structural changes this will have on interest rates. Market distortions created by QE could prove fertile grounds for investors. This video also covers the rapidly ageing population across the world. How will these two factors impact investors?
by Roger Montgomery Posted in Investing Education, Market commentary, Video Insights.
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Thinking about how to position a client’s portfolio today
Scott Phillips
November 29, 2018
In my role as Head of Distribution here at Montgomery, I am usually engaging with many financial planners on a daily basis. I thought it may be interesting to share with you the most recent observations I have garnered from a broad cross section of these financial planners as they seek to best set their client’s portfolio assets in the current economic environment. continue…
by Scott Phillips Posted in Investing Education, Market commentary.
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The Global Private Equity Rage
David Buckland
November 25, 2018
On 10 October, Navitas (ASX: NVT) announced it had received an unsolicited, preliminary, conditional and non-binding proposal from BGH Capital, Australian Super and Mr Rodney Jones to acquire 100 per cent of the shares in Navitas at $5.50 per share. continue…
by David Buckland Posted in Market commentary.
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Bitcoin takes a plunge
Joseph Kim
November 23, 2018
Following 3 months of relative stability, the price of Bitcoin started diving last week and crashed through the perceived $6000 per “coin” floor, and then below the psychological support level of $5000 before eventually bottoming out in the short term at $4300. continue…
by Joseph Kim Posted in Market commentary.
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Stocks to watch if the market over-corrects
Roger Montgomery
November 22, 2018
As Australian property prices correct, it will also drag down the value of a number of allied businesses, such as whitegoods retailers. If the market over-corrects – as it so often does – some good buying opportunities should emerge. Let’s have a look at a few businesses for your watchlist. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
