Market commentary
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Why investing in index funds and blue chips is for the birds
Roger Montgomery
March 24, 2017
Investors are being increasingly lobbied to buy funds that track one or more share indices. These index funds are being marketed as a safe, idiot-proof place to diversify your investment. People who are attracted to index funds are also commonly drawn to the so-called ‘blue chips’. But recent research shows this type of ‘investing’ is anything but safe. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Growing inequality shows how the pie is being sliced
David Buckland
March 21, 2017
In the recent US elections, Donald Trump successfully harnessed strong voter discontent about rising inequality. He had a point. Recent data show an ever widening gap between the haves and have nots, and falling confidence in the political class. continue…
by David Buckland Posted in Market commentary.
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Is technical analysis mere hocus pocus?
Roger Montgomery
March 15, 2017
As an investor, you’ll have seen some market commentators extol the virtues of ‘technical’ analysis, or charting. And it’s easy to believe there is some science behind the approach. But is there really? And is it as successful as fundamental analysis, which looks at the earnings and cash flow of a business? continue…
by Roger Montgomery Posted in Market commentary.
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Torpedo alert: the high-risk stocks we are avoiding right now
Tim Kelley
March 9, 2017
One of the unpleasant realities of equity market investing is that, from time to time, a portfolio company will deliver disappointing news and suffer a rapid and dramatic decline in market value. These “torpedo stocks” are not only psychologically painful, but can also impact significantly on returns. It is sometimes said that the secret to outperformance is less about finding the big winners, and more about steering clear of the big losers. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary, Montgomery News and Updates.
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New research shows why it pays for investors to keep informed
David Buckland
March 7, 2017
A recent article by academics from the London Business School shows why it’s so important to stay informed of trends and movements in the business landscape. Keeping in touch means you can identify industries that are emerging, and those that are under threat – and shape your portfolio accordingly. continue…
by David Buckland 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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Should you take Warren Buffett’s advice and opt for index funds?
Tim Kelley
March 1, 2017
You may have read the recent comments by Warren Buffet to Berkshire Hathaway shareholders about the merits of active fund management versus index funds. In short, Buffet’s advice for investors contemplating using active managers is: don’t do it; use low cost index funds instead. But is he right? continue…
by Tim Kelley Posted in Market commentary.
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Is Trump’s White House itching for another war?
Roger Montgomery
February 25, 2017
As investors, there are many macro events we have to consider, both positive and negative. Since the election of Donald Trump, we’ve had to consider one more – the prospect of a war involving the US. Jumping at shadows is no way to invest, so the following should be read as pure postulation, a black swan event sharing its place on the probability spectrum with, say, a meteor hitting Earth. continue…
by Roger Montgomery Posted in Market commentary.
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Mr Turnbull, it’s time we stopped selling off the farm
Roger Montgomery
February 7, 2017
Malcolm Turnbull is rumoured to be very concerned about Australia losing its coveted AAA credit rating. Politically, it would be a terrible look were it to occur on his watch. Our shaky credit rating reflects the failure of successive governments to deal with our most pressing economic issue – the Balance of Payments Current Account Deficit. And I don’t see things changing soon. continue…
by Roger Montgomery Posted in Market commentary.
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How competing firms can prosper by solving the Prisoner’s Dilemma
Scott Shuttleworth
February 7, 2017
The Prisoner’s Dilemma provides a framework for understanding how to strike a balance between competition and cooperation. It’s possible for rival firms in a competitive market to solve the Prisoner’s Dilemma, without collusion, and for their mutual benefit. Let’s look at how it can be done. continue…
by Scott Shuttleworth Posted in Market commentary.
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Watch out for the market disruptors
Lisa Fedorenko
February 6, 2017
In our globalised, high-tech world, market disruptors – like Aldi, Amazon and artificial intelligence – are coming faster than ever before. Disruptors can have a massive impact – positive and negative – on holdings in your portfolio. Which is why, as investors, it’s essential to stay tuned to what could be next. continue…
by Lisa Fedorenko Posted in Market commentary.
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