Key issues for 2015
In December I wrote an article for the ASX Investor Update, I thought I would share my thoughts with you as a welcome back to the year ahead.
What you should be watching out for in 2015 and what to expect with property prices, index funds and shares.
Having been asked to write about the top investment issues for 2015, it is easy to create a headline that has the power to instill fear. Before I launch into what you should be watching out for in 2015, and what to expect with property prices, index funds and shares, the first thing to note is that there will always be something to frighten you.
Concerns about wars, epidemics, pandemics, financial crises, inclement weather, recessions, commodity price crashes, inflation and stagflation will, to varying degrees, be with us at some point or another.
Such fears make rational decision-making more challenging and so my preference is that you concentrate on what you do best and what you enjoy. If, however, you are going to invest yourself, your job is straightforward.
To keep reading my thoughts, click here to continue.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
Ryan T
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International markets (eg QE in Europe) will play an important role too.
Andrew Legget
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Welcome back Roger, hope you had a good break.
I really enjoyed your property price section. Was only having a conversation with someone at work the other day about the merits of shares and property investing. The old chetsnut of “property prices don’t decrease” came out.
My reply is that they do but you don’t notice it as much as you don’t have an observable market where the press can report the daily or even minute by minute fluctuations of a properties “value”.
Your post is a good reminder for people just to continue investing rationally in quality businesses. I am going to forward it to a friend who recently asked about investing in the shares amongst other things to help him learn more about it so he can seek advice with a bit of knowledge behind him already.
Roger Montgomery
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I’m in a town right now where real estate prices have fallen 50% over the last three years.