Market commentary
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With a focus on the long term, we’re sticking with quality
Tim Kelley
October 14, 2016
Sometimes, the gyrations of the stock market can make our investment decisions look a bit ordinary. Take this year for example, in which a rebounding materials sector has easily outperformed the broader market. However, such moves don’t affect our investment philosophy. Our focus is strictly on longer term business fundamentals. continue…
by Tim Kelley Posted in Market commentary.
Taggedmaterials, resources- 3 Comments
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POSTED IN Market commentaryTaggedmaterials, resources
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Active vs Index Investing
Tim Kelley
October 10, 2016
Last year, when US basketball star LeBron James asked Warren Buffett for investment advice, Buffett advised him to buy an index fund. “Usually the simplest [idea] is the best,” said Buffett. His advice added to the debate about the merits of active fund management versus index investing. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
Taggedbuffett, index investing- 3 Comments
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It’s time to consider short-selling as a mainstream investment strategy
Roger Montgomery
October 4, 2016
In an environment where low returns are the corollary of high asset prices – and the best-case scenario for most investors – any strategy that can add alpha from short-selling needs to move from the ‘alternative’ space into the mainstream. Yes, it’s time to consider short-selling as part of your investment strategy.
continue…by Roger Montgomery Posted in Market commentary.
Taggedalternatives, short-selling- 2 Comments
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Why we steer clear of hockey-stick forecasts
Tim Kelley
September 28, 2016
At Montgomery, our investment approach is strongly evidence based. We look for quality businesses with a history of positive earnings, and we steer away from those with negative earnings even when there is a ‘great turnaround story’ to tell. It means we sometimes miss out on making super-normal gains. But, more often, it means we avoid being disappointed when a hockey-stick forecast falls flat. continue…
by Tim Kelley Posted in Market commentary.
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Will a ‘robo adviser’ be your next financial adviser?
Scott Phillips
September 22, 2016
Artificial intelligence is disrupting industries as diverse as manufacturing, healthcare and journalism. So it is not surprising that financial advice which was typically delivered through a financial adviser is being disrupted. continue…
by Scott Phillips Posted in Market commentary.
Taggedindex funds, robo advice- 1 Comments
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POSTED IN Market commentaryTaggedindex funds, robo advice
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Reasons to invest in a market neutral fund
Roger Montgomery
September 21, 2016
Buy low. Sell high. That’s all there is to it, right? Well, not quite. You see there are alternative strategies that not enough investors are taking advantage of. You could sell first and buy later at a lower price. As long as the selling is at a higher price than the buying, it doesn’t matter which comes first, you’ll still make a profit. continue…
by Roger Montgomery Posted in Market commentary.
Taggedalternatives, interest rates, market neutral- 3 Comments
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POSTED IN Market commentaryTaggedalternatives, interest rates, market neutral
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‘New normal’ just a fad that could hurt retirees’ plans
Roger Montgomery
September 15, 2016
Retirees are in danger of seeing their investment portfolios meaningfully and detrimentally impacted by an unwinding of the latest fad. That fad can be named “expensive defensives” and there are valid reasons for the development of this fad. Indeed many are calling it the “new normal”. But it is just a fad and one that, like all fads, will end. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedinterest rates- 4 Comments
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POSTED IN Editor's Pick, Market commentaryTaggedinterest rates
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No Dividends for You!
Roger Montgomery
September 13, 2016
Just when you thought it was safe to ignore market volatility, sit back and milk those regular bank dividends, comes a timely warning from my friend and AFR Contributing Editor, Chris Joye. Whether you agree or disagree doesn’t matter. But woe to you, bank shareholders, who don’t understand what his musings mean for your belief in the enduring power of Aussie bank shares to sustain your retirement income and lifestyle. His latest missive sounds like a wake-up call to catatonic bank dividend collectors. continue…
by Roger Montgomery Posted in Market commentary.
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Market Correction? What to do next.
Roger Montgomery
September 12, 2016
We all know that major corrections in the stock market occur more frequently than academic models suggest and more frequently than we would like. The question of course is not ‘if’ the market will correct but ‘when’? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedalternatives, market neutral- 13 Comments
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The rise of the minor parties is a signal that everything has changed
David Buckland
September 8, 2016
Australia in the 1950s was cricket in the backyard under the hills hoist, and those political parties other than the ALP and the Coalition received 5 per cent of the national vote. continue…
by David Buckland Posted in Market commentary.
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