Market commentary

In recent years, there’s been a growing trend to look beyond our share market in order to generate above-average returns. This is borne out in a report by Morningstar that highlights a noticeable swing to international equities, alternative funds, private equity and commodities. continue…

by Scott Phillips Posted in Investing Education, Market commentary.

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As we head into another reporting season, we have taken a quick look at recent trading updates from companies and what this might tell us about what to expect from results. continue…

by Stuart Jackson Posted in Editor's Pick, Market commentary.

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The Dalai Lama has famously counselled that we should all “Choose to be optimistic, it feels better.” Unfortunately, many broker analysts have taken his sentiment to heart, producing earnings forecasts for 2016 and 2017 that we think will end in disappointment. continue…

by Stuart Jackson Posted in Market commentary.

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Traditionally, a rising stock market means an improving economy, while a rally in Government bonds means a worsening one. Which one to believe, and why?

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by Roger Montgomery Posted in Market commentary.

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Michael Mauboussin is one of the world’s leading investment strategists. His recent paper focuses on how to anticipate revisions in expectations, which he regards as the key to generating attractive investment returns. We’ve provided a link to his analysis, which we think is critical reading for every serious investor. continue…

by Roger Montgomery Posted in Market commentary.

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A fun fact for you today.  Did you know that in naturally occurring collections of numbers, the first significant digit is likely to be small? continue…

by Tim Kelley Posted in Market commentary.

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When holding cash, it is tempting to believe there was always something to buy. Sadly, because our criteria for quality and value are so high, there are days and weeks when we come into work and there is precious little investing to do. continue…

by Roger Montgomery Posted in Market commentary, Stocks We Like.

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In the year to 30 June 2016 the Australian All Ordinaries Index declined by 2.6 per cent to 5,310.4 points. The current environment is somewhat challenging for investors. continue…

by Scott Shuttleworth Posted in Market commentary.

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As a long-term investor I know our clients will do just fine if we own shares in companies able to reinvest capital at high rates of return.  If I auctioned a $100 million bank account earning an enduring 20 per cent interest rate, I would receive more for it than a bank account with $10 million earning the same 20 per cent. continue…

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

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Cash. For such a simple investment, it can cause an awful lot of grief. continue…

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

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