I discussed market trends and investment opportunities in a recent InvestmentMarkets webinar WATCH HERE
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What the US election result means for investors
Roger Montgomery
November 10, 2020
When Joe Biden emerged as the 46th US president, democratic nations including Germany, Japan and the UK are reported to have breathed a collective sigh of relief. Political leanings aside, what does Biden’s win mean for investors, and how might it affect a rotation out of growth and into value or cyclical stocks? Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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- POSTED IN Editor's Pick, Global markets.
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Why you need to understand ESG investing
Tim Kelley
November 9, 2020
For much of the last hundred years or so, investment decisions have tended to be framed primarily in terms of a hard-nosed assessment of just one thing – shareholder value. Continue…
by Tim Kelley Posted in Investing Education.
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- POSTED IN Investing Education.
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Is it time to pivot from growth to yield?
Roger Montgomery
November 9, 2020
With interest rates hovering near zero, and growth stocks looking toppy, it’s getting tougher for investors seeking a reasonable return. Thankfully, there are some fairly priced businesses in unloved parts of the market that are still offering a decent yield. Continue…
by Roger Montgomery Posted in Companies.
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- POSTED IN Companies.
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Why Goodman Group is a COVID winner
Joseph Kim
November 6, 2020
Goodman Group (ASX:GMG) is Australia’s industrial property powerhouse which is helping to develop the infrastructure of the new economy globally – including warehouse space relied on by e-commerce and data centres. We see the company as a COVID winner, with the acceleration of structural trends Goodman has been positioning for many years playing out, with Goodman continuing to add value to their business during a period of unprecedented disruption. Continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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- POSTED IN Companies, Stocks We Like.
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