In the Press
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Pitfalls of chasing growth over value
Roger Montgomery
November 23, 2020
In this article for the Herald Sun Roger questions whether it is time to tilt your portfolio towards income and yield stocks. As rates approach zero, we believe a final wave of investors who have suffered from inertia will finally give up on their savings and seek to invest elsewhere. Read here.
by Roger Montgomery Posted in In the Press
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The uncertainty of chasing true value
Andrew Macken
November 23, 2020
In this article for the Herald Sun Andrew discusses logical analytical steps that can be taken by diligent investors to ascertain, with some degree of accuracy, the true value of businesses — or range of values more typically — with a reasonable degree of confidence. Read here.
by Andrew Macken Posted in In the Press
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Stocks that will take off after a vaccine
Gary Rollo
October 27, 2020
In this article for the Australian Financial Review Mark Draper discusses the companies whose share prices will re-rate very quickly if a vaccine for COVID-19 is developed. Mark draws on Gary’s two picks, Webjet and Tyro Payments as companies to watch as potential beneficiaries of a vaccine. Read here.
by Gary Rollo Posted in In the Press
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The highs and lows of boosting returns
Roger Montgomery
October 23, 2020
In this article for the Herald Sun Roger questions what your options are in a world where interest rates are close to zero and possibly heading lower. If rates on your term deposit went negative and it was costing you money to keep your money in the bank, would you leave it there? Read here.
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Strength in Aussie at whim of greenback
Andrew Macken
October 23, 2020
In this article for the Herald Sun Andrew discusses the recent strength in the Aussie dollar. Putting aside the large dip and rebound in March and April, the Aussie has continued to appreciate by about 10 per cent in the past three months against the US dollar. So what is causing this? Read here.
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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Bullishness amid the doom and gloom
Roger Montgomery
October 23, 2020
In this article for the Herald Sun Roger discusses the reasons to be bullish during this market. With many of the bear arguments centred around a bubble in technology stocks, it’s worth beginning the bull case with those same technology stocks. Read here.
by Roger Montgomery Posted in In the Press
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Why the market can hear bearish growls
Roger Montgomery
October 23, 2020
In this article for the Herald Sun Roger discusses why investors are strongly divided about whether markets are fair value or too expensive and about to collapse. Read here.
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Debt burden’s the price of survival
Andrew Macken
August 17, 2020
In this article for the Herald Sun Andrew questions whether the governments have an option on removing stimulus packages and support. Five months into the pandemic and one thing has become clear: eradication of COVID-19 is not a viable option for most nations. Instead, most are pursuing various forms of containment strategies aimed at buying time until widespread vaccinations can enable the return of more normal times. Read here.
by Andrew Macken Posted in In the Press
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Caution a must as markets run away
Roger Montgomery
August 17, 2020
In this article for the Herald Sun Roger discusses the fact that more than half a year has passed since the coronavirus emerged and many of the world’s most populous countries are failing at their attempts to flatten their curves. The pandemic appears far from over which means equity investors who have enjoyed multi-year returns in just a few months would be wise to reconsider their exposure to growth assets. Read here.
by Roger Montgomery Posted in In the Press
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Butterfly effects flood in from Berlin to Beijing
Andrew Macken
August 17, 2020
In this article for the Herald Sun Andrew discusses how developments abroad impact much of what is happening here in our own economy. As foreign capital has been pushed into the Australian economy, household borrowing costs have declined, access to credit has become easier and, perhaps not surprisingly, housing prices have increased. Read here.
by Andrew Macken Posted in In the Press
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