Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20. In an update to market, Codan advised demand has been strong for its metal detectors, in both recreational and mining markets. Continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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The Reserve Bank of Australia is taking us down the Japanese and European path, obsessed with record low interest rates whilst spending little time on productivity growth. Following “emergency low interest rates” of 3.0 per cent during the Global Financial Crisis, the current 0.1 per cent cash rate is causing havoc amongst the retired generation, which number 4 million people or 15 per cent of our population. This generation unfortunately face Hobsons choice of going up the risk curve, often speculating on risk assets, or eating into their capital. Continue…

by David Buckland Posted in Global markets.

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As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand. Continue…

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

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With 2020 almost now behind us, I thought it was worthwhile looking at the year that was. It’s safe to say this year is unlikely to be forgotten for everyone, and not just those invested in equity markets. After a very strong January, investors and markets grappled with the uncertainty and severe volatility brought upon by COVID-19’s spread around the world. Continue…

by Joseph Kim Posted in Market commentary.

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While 2020 will always be remembered for the global lockdowns associated with COVID-19, many will also remember it was the year the Reserve Bank of Australia’s monetary policy acquiesced to the big momentum of Modern Monetary Theory. It was the year the RBA embraced an assortment of avant-garde actions in a continuation of the measures adopted by its contemporaries, since the GFC, in most other jurisdictions. Continue…

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

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According to recent research by Rainmaker, the self-managed super fund (SMSF) market in Australia reached $700 billion as of 30 June 2020. At Montgomery, almost half of our directly invested clients enter under a SMSF and there is no doubt SMSFs are here to stay. Continue…

by Dean Curnow Posted in Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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