End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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What if interest rates don’t go as high as the market is predicting?
Andreas Lundberg
June 27, 2022
With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted. And if I’m correct, investors will be able to pick up (some of) these high growth companies at more favourable prices. Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Aussie stock market got you down? Look over the ditch
Roger Montgomery
June 24, 2022
In this video for Ausbiz Roger discusses bear markets. The current bear market became official on 20 May 2022. The S&P500 is currently around 24 per cent below its all-time highs. Bear markets don’t last forever. Roger discusses the averages of previous bear markets as guide from when investors will be back in positive return territory. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Why it pays to invest when markets are heading south
Roger Montgomery
June 24, 2022
Warren Buffett once observed that “In stocks, it’s the only place where, when things go on sale, people get unhappy.” Which is ironic, because bear markets give long-term investors a wonderful opportunity to make market-beating returns. And the lower the market falls, the more excited we should be about buying shares in quality businesses at knock-down prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Hang onto your hat, as the free money epoch comes to an end
Roger Montgomery
June 23, 2022
The last couple of years have been one helluva ride, haven’t they? Thanks to a heady cocktail of record low interest rates and massive government stimulus, we’ve seen ballooning valuations for companies with no profit – and little or no prospect of making any. But the free money epoch is now ending, and the dire consequences have only just begun for these companies and their shareholders. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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What to expect from the stock market?
Roger Montgomery
June 23, 2022
In this week’s video insight Roger discusses what could be next for the stock market. We already know that P/E ratios have compressed considerably, and taken into account all of the increase in bond rates. What they haven’t done, of course, is priced a very significant recession, nor have they priced the possibility of a financial crisis of any description. But what happens if rates stop rising, and if economies don’t go into a recession, and we don’t get a financial crisis? Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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A deep dive on the Aura High Yield SME Fund – Part 2: How does investing work?
Dean Curnow
June 22, 2022
Last week we looked under the hood on how the Aura High Yield SME Fund provides financing to the Australian SME market through fintech enabled lending platforms. In this article we discuss the mechanics of investing as a wholesale investor and answer some of the operational questions we receive from interested investors. Continue…
by Dean Curnow Posted in Aura Group.
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The size of the hangover usually corresponds with the size of the party!
David Buckland
June 22, 2022
Is this upcoming economic slowdown going to be a minor flesh-wound or a significant recession? At Montgomery Investment Management, we are receiving a lot of inquiry about adding to investments (minor flesh wound) versus a significant recession (the bear market has a long way to run). Continue…
by David Buckland Posted in Global markets, Market commentary.
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How to use Warren’s wise words to see you through this downturn
Roger Montgomery
June 21, 2022
Over the years, legendary investor Warren Buffett has become the Shakespeare of the investment world, whose words of advice are quoted far and wide. In a recent article in The Australian, Nadine McGrath listed some popular Buffett quotes she thought might help nervy investors navigate these volatile times. Here are some of my favourites from the list. Continue…
by Roger Montgomery Posted in Investing Education.
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