In this week’s video insight David dicusses the official cash rates, noting that by historical standards they are still very low. It’s important for investors to think about the world before the low inflation rates of the 2010s decade, and simply accept that inflationary expectations may halve from around 8 per cent to 4 per cent but may not necessarily get a lot lower. Continue…

by David Buckland Posted in Video Insights.

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With U.S. and Australian equities having fallen for almost a year, many investors are starting to wonder if this bear market is coming to an end. After all, the average length of a bear market is 9.5 months, according to Investopedia. So, we’re getting close, right? Apparently not, say the analysts at Bridgewater Associates, the giant hedge fund started by Ray Dalio. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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Lachlan Buur-Jensen published an article in The Inside Investor discussing why iron ore prices have fallen to levels not seen since the onset of the pandemic as global steel demand, particularly from China, begins to waver. Lachlan draws on Sean Sequeira’s thoughts on the longer-term outlook amid increasing inflation pressures and his view on Rio Tinto. Read the article: Iron ore tumbles on China woes despite robust outlook

by Sean Sequeira Posted in On the Internet.

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Warren Buffet has famously advised that “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound framework for making decisions and the ability to keep emotions from corroding that framework.” In this article, I’ve provided a basic framework to help you make sound investment decisions. Continue…

by Roger Montgomery Posted in Investing Education.

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This week, the Reserve Bank of Australia increased the Cash Rate by 25 basis points to 2.85 per cent and provided insight to the boards discussions surrounding future decisions. Continue…

by Brett Craig Posted in Aura Group.

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In this interview on Ausbiz  I discuss how sentiment towards the stock market is forever changing. Growth is slowing globally. Climate change continues to devastate communities, exacerbating energy and food shortages in Europe and across the world. The result is investors being overcautious in their decisions now. Watch: Time for a back to basics investing lesson

by Roger Montgomery Posted in TV Appearances.

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With stock markets – and most share prices – well off their highs, there’s plenty of historical data to suggest that now is an excellent time to invest. That’s because bull markets always follow bear markets. Thus, investors who buy shares in high quality companies today will not only benefit from the earnings growth produced by these businesses, but also from their re-rating to higher price-to-earnings ratios when markets recover. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined Philip Clark on ABC Nightlife to discuss the factors making investors feel anxious in the current climate. Interest rates will be rising for the foreseeable future and the Reserve Bank of Australia governor, Philip Lowe, said the RBA will not hesitate in making higher increases than predicted if inflation does not begin to drop. Expectations are for the U.S. Federal Reserve to impose another interest rate rise of 0.75 percentage points at their meeting this Wednesday. For investors, Roger and Phil discuss timeless investment lessons learnt over the years, including why sustained market success comes from thinking like the owner of a business.

Why investors need to get back to basics when it comes to investing:
Listen to the podcast here: ABC Nightlife 1 November 2022

by Roger Montgomery Posted in Radio.

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