Market commentary

With election uncertainty finally out of the way, investors now need to grapple with a new question: how does this change in the US political landscape affect markets and market expectations?  Is it time to be greedy, or fearful?

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by David Buckland Posted in Market commentary.

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I recently surveyed our portfolio and was stunned by the magnitude of the daily price moves. It was only 1.50pm yet APN Outdoor was up 4.32% on no announcement, TradeMe was down 2.77%, Healthscope was down 2.64% and Challenger down 1.92%.

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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The Baltic Dry Index (BDI) reflects global demand for major raw materials – like coal, iron ore and grain.  It is therefore a leading indicator of future economic activity.  So it pays to watch it closely.  Right now, the index does not fill us with confidence. continue…

by David Buckland Posted in Market commentary.

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Blackmores (ASX:BKL), which started the year as a ‘market darling’, trading at around $220 per share, is now trading closer to $110.  Not only that, it’s also one of the most heavily shorted stocks on the ASX200.  Is BKL’s fall justified, or has the market overreacted? continue…

by Tim Kelley Posted in Companies, Market commentary.

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One of the most important reasons for investing is to build up enough assets to support us post our working lives. Not many of us want to rely on the forever-reducing government pension! So it’s only natural to ask: “how long can I expect to live?” continue…

by Scott Phillips Posted in Market commentary.

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I have previously explained how, in an environment of low interest rates (that will eventually rise), and record high asset prices (that will eventually decline), now is the time to instruct to your adviser to investigate alternative strategies such as market neutral funds. After reading today’s blog you may be asking your adviser or the team at the family office team to ‘speed it up’.

by Roger Montgomery Posted in Market commentary.

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The warnings of an impending financial crisis are starting to come in from all corners.  So, maybe they’re worth listening to.  If the warnings materialise, Australia looks to be lining up for something much worse than anyone is anticipating, and we may not escape quite as easily as we did during the GFC. continue…

by Roger Montgomery Posted in Market commentary.

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When Satyajit Das talks, it pays to listen.  Das is a big thinker, and the author of six books including Traders, Guns & Money and Extreme Money, in which he covers subjects like global indebtedness, over-exploitation of scarce resources and climate change with incredible wisdom and expertise. continue…

by David Buckland Posted in Market commentary.

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There is no debate about the long term investment success delivered by Berkshire Hathaway.  Since 1965, compound growth in per-share book value of Berkshire has far outstripped growth delivered by an investment in the S&P500 Index, resulting in an exceptional long term investment experience for Berkshire’s owners. continue…

by Tim Kelley Posted in Market commentary.

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Investing is an exercise in assessing the likelihood and impact of different futures, yet political campaigns are an exercise in championing a very specific future. So let’s pause to consider one future that is capturing the attention of many investors: the adoption of more protectionist trade policies in the United States. continue…

by Ben MacNevin Posted in Market commentary.

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