End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
-
Ever (Not) Grande
Roger Montgomery
September 23, 2021
Investors will have seen the US market falls on Monday (Monday night for Aussie investors) in reaction to the spiralling debt default story that is China’s largest property developer Evergrande. Continue…
by Roger Montgomery Posted in Global markets.
- 1 Comments
- save this article
- 1
- POSTED IN Global markets.
-
Why Chinese property worries affect us all
Andreas Lundberg
September 23, 2021
As you’ve probably read, China’s number two property developer, Evergrande, is on the verge of collapse, dragged down by excessive debt and an inability to take on more debt. Evergrande’s woes have helped send the price of iron ore plummeting – not to mention the share prices of our largest miners: BHP, Rio and Fortescue. My concern is that the problems besetting the Chinese property market will have repercussions well beyond the miners and their investors. Continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources, Property.
- 1 Comments
- save this article
- 1
- POSTED IN Editor's Pick, Energy / Resources, Property.
-
Four reasons why rates will stay lower for longer
Roger Montgomery
September 22, 2021
A September research note by Macquarie Bank supports what we’ve been thinking for a while: that interest rates are set to stay low well into the future. And if we are correct, it means this market – toppy as it seems – has further to run. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Polen Capital Global Growth Strategy is now available via Netwealth
Dean Curnow
September 21, 2021
Montgomery’s partnership with U.S. based Polen Capital celebrates its six-month anniversary this month. In March this year Montgomery launched the Polen Capital Global Growth Fund to Australian and New Zealand investors, and will be launching further capabilities with the Polen Capital team in the not-so-distant future. Continue…
by Dean Curnow Posted in Montgomery News and Updates.
- save this article
- POSTED IN Montgomery News and Updates.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Farewell to TK
Roger Montgomery
September 20, 2021
It is with mixed feelings that I announce Tim Kelley’s (aka ‘TK’) retirement from Montgomery Investment Management, effective 30 September 2021. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
- 8 Comments
- save this article
- 8
- POSTED IN Montgomery News and Updates.
-
How Evergrande the parent hurt Evergrande New Energy
Joseph Kim
September 20, 2021
One thing that has recently caught my eye has been the unravelling of China Evergrande Group – a conglomerate with over 100,000 employees spanning primarily real estate development but also new energy, property services and health amongst other industries. Continue…
by Joseph Kim Posted in Companies.
- save this article
- POSTED IN Companies.
-
WES commits to the health, wellbeing and beauty sector
David Buckland
September 17, 2021
It took the CEO, Rob “they’re not browsing” Scott, a little over nine weeks to arrive at the conclusion that if Wesfarmers (ASX:WES) are serious about using Australian Pharmaceutical Industries (ASX:API) as a springboard to enter the growing health, wellbeing and beauty sector, then its logical to increase the acquisition price. Continue…
by David Buckland Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Why Centuria Capital is a beneficiary from the flood of liquidity into markets
Stuart Jackson
September 16, 2021
One theme we continue to follow is the impact of the ongoing flood of liquidity being provided to financial markets and the impact it is having on the value and demand for income generating assets. Continue…
by Stuart Jackson Posted in Companies.
- save this article
- POSTED IN Companies.
