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Could a credit crunch be more important than a recession?
Roger Montgomery
July 20, 2022
I have just penned my next column for The Australian Wealth section this weekend. In the article I explain how different definitions of recession are common and yet largely irrelevant for today’s equity investor. Continue…
by Roger Montgomery Posted in Market commentary.
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Higher cash rates plus earnings downgrades: an opportunity for counter-cyclical investors
David Buckland
July 20, 2022
In this week’s video insight David reviews what to expect in markets over the next few weeks. We are likely to see a combination of rising official cash rates and the downgrade of many companies’ earnings expectations. Will this promote an opportunity for counter-cyclical investors? Continue…
by David Buckland Posted in Video Insights.
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Get set for weaker employment data
Stuart Jackson
July 19, 2022
Australia is currently enjoying the most buoyant labour market conditions since the 1970s. But how long can the low unemployment rate persist? As the saying goes, if something can’t go on forever, sooner or later it must stop. And with consumer and business sentiment both waning, surely it is just a matter of time. Continue…
by Stuart Jackson Posted in Economics, Market commentary.
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Spark deals shows infrastructure is still in high demand
Andreas Lundberg
July 18, 2022
If you’re looking for a solid investment with stable and predictable cashflows, you could do worse than explore listed infrastructure assets. This conclusion was hammered home to me yet again by the news that Spark New Zealand (SPK:ASX) is selling 70 per cent of its passive tower infrastructure company for a pretty tidy sum. The deal follows other recent asset sales, and shows the continued appetite by investors for these assets. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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English-speaking Central Banks are slowly getting it
David Buckland
July 15, 2022
Wednesday was a big day for the English-speaking Central Banks. The Bank of New Zealand, the first of the Central Banks to realise inflation was becoming a significant issue, commenced tightening their monetary policy from 0.25 per cent on 6 October 2021. Wednesday was their sixth increase to 2.5 per cent, and it will be interesting to see the degree this crunches the New Zealand economy over the next few months.
Continue…by David Buckland Posted in Market commentary.
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Dirty little thing called growth and why I think Symbio is good value
Gary Rollo
July 13, 2022
Like in most market downturns, small cap growth stocks are being punished hardest by a market that now views growth as a dirty word. This is great news for investors, as it creates opportunities to invest in businesses whose share price decline is due to changing sentiment rather than deteriorating fundamentals. In this climate, one company we think deserves investor attention is Symbio Holdings (ASX:SYM). Continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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Buy Now Pay Later (BNPL): The battering continues
David Buckland
July 13, 2022
The tough conditions I wrote about several months ago affecting the Buy Now Pay Later (BNPL) Sector appear to have gotten a lot worse, and the share prices or valuation of the following five companies have taken a battering, with an average decline approaching 90 per cent from the peak. Continue…
by David Buckland Posted in Companies.
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Montgomery Small Companies Fund 30 June 2022 Update
Dominic Rose
July 12, 2022
The Montgomery Small Companies Fund performance was a story of two halves during the financial year ending 30 June 2022, with strong returns posted in the first six months, followed by negative returns in the ensuing months. With the S&P/ASX Small Ordinaries Accumulation Index down 19.52 per cent for the financial year, there have been a narrow channel of sectors and companies that have done well. Continue…
by Dominic Rose Posted in Montgomery News and Updates, Video Insights.
