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With oil & gas companies paying no tax, is it time to trigger the ADGSM?
Andreas Lundberg
May 26, 2022
For some years, there have been loud complaints that the Federal government has failed to deliver an effective energy policy that provides affordable, reliable and low-emissions electricity. This policy failure has resulted in soaring domestic energy prices. To make matters worse, oil and gas companies are paying close to zero tax. To my mind, it’s time for the new government to trigger the Australian Domestic Gas Security Mechanism. Continue…
by Andreas Lundberg Posted in Companies, Energy / Resources.
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With markets falling, is it safe to invest again?
Roger Montgomery
May 25, 2022
In the famed 1970s thriller, Marathon Man, Nazi dentist Dr Christian Szell – who is looking for a stash of stolen diamonds – repeatedly asks the character played by Dustin Hoffman “Is it safe?” Right now, many people are likely asking the same question about investing in the share market. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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If Buffett is buying, should I?
Roger Montgomery
May 24, 2022
Equity markets have borne the brunt of investor panic. Rising interest rates, the biggest bond market rout since the 80s, persistent inflation from labour shortages and consequent supply chain constipation, as well as an entrenched military conflict in Ukraine, lockdowns in China, and finally an admission from the U.S. Federal Reserve they took too long to commencing reversing hyper-accommodative monetary policy is all but a pile-on for investors desperately seeking returns above the punitive rates offered by cash. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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Fear and Greed: What would a US hard landing mean for investors?
Roger Montgomery
May 23, 2022
The U.S. Federal Reserve is trying to slow the economy, with price rises at 40 year highs. But can they do it without putting the world’s largest economy into recession? The consequent uncertainty has U.S. stock market participants talking themselves into a bear market. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors.
by Roger Montgomery Posted in Podcast Channel.
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Montgomery Small Companies Fund – Portfolio Analytics
David Buckland
May 23, 2022
My colleagues and I have just received an excellent presentation from the Portfolio Managers of the Montgomery Small Companies Fund, Gary Rollo and Dominic Rose. To remind readers, the fund was launched on 20 September 2019 and in the twenty-five months to 31 October 2021 the Fund had turned $1.00 into $1.63, inclusive of distributions, out-performance relative to the S&P/ASX Small Ordinaries Accumulation Index (Benchmark), which had turned $1.00 into $1.27. Continue…
by David Buckland Posted in Montgomery News and Updates.
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Where to invest if the economy heads for a hard landing
Roger Montgomery
May 20, 2022
Right now, there’s no shortage of pessimistic forecasts for the U.S. economy. You need only look at recent reports from the likes of Morgan Stanley, Goldman Sachs and JP Morgan. These bleak forecasts have many U.S. investors talking up the probability of a bear market in equities. In this environment, careful stock selection will be more important than ever. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Aura High Yield SME Fund: Letter to Investors 19 May 2022
Brett Craig
May 20, 2022
This week we saw the final piece of the RBA’s long-awaited evidence released. The Australian Bureau of Statistics (ABS) Wage price index for the quarter up to March 2022 showed, as expected, a rise in the seasonally adjusted wage price index. Continue…
by Brett Craig Posted in Aura Group.
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The retailers that should weather the coming economic storm
Stuart Jackson
May 19, 2022
Conditions are about to get tougher for retailers as they face a perfect storm of falling incomes, galloping inflation, and rising interest rates. These impacts will crimp the discretionary spending power of many people. The one exception could be the under 25-year-old Gen Z demographic, who have fewer non-discretionary costs than other age groups. The retailers who sell to them could fare better than most. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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