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Never forget interest rate influence over asset prices and valuations
Roger Montgomery
January 31, 2020
In this article for the Australian Roger discusses the power exerted on asset prices by interest rates. As we witnessed in 2019, that power exceeds all the fears that might have inhered in short-lived geopolitical and financial machinations. Read here.
by Roger Montgomery Posted in In the Press.
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Is there still juice in the Telstra thesis?
Tim Kelley
January 29, 2020
In this interview for Livewire Tim Kelley discusses Telstra. After several years of price falls it seemed that the gap between price and value had not just closed but reversed altogether. The issues, while real and material, have been fully priced in to Telstra shares. So what lies ahead? Should investors still hold Telstra even though its recent share price appreciation? Read here. Continue…
by Tim Kelley Posted in On the Internet.
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New treasures to rise from old trash
Roger Montgomery
January 28, 2020
In this article for the Herald Sun Roger discusses tech companies which are implementing solutions to help with the world’s landfill and greenhouse gas problem. Read here.
by Roger Montgomery Posted in In the Press.
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Observations of equity markets from previous viral outbreaks
Scott Phillips
January 28, 2020
Investors in Australia and around the world are understandably worried about the onset of a new disease (Wuhan Coronavirus – known as nCoV) and the implications for their investments, particularly as the medical profession develops their understanding of the disease. While the number of confirmed cases has increased from 282 to 4,474 in the past 7 days it is a moving tally. Continue…
by Scott Phillips Posted in Editor's Pick, Global markets, Health Care, Market commentary.
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Have low interest rates made risk assets too expensive?
Roger Montgomery
January 24, 2020
Around the world, plunging interest rates have led to a stampede by investors into risk assets, like shares and property. With the prices of these assets now looking quite inflated, investors need to do more research than ever to find under-valued assets. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Money News 22.01.2020
David Buckland
January 23, 2020
David Buckland joined Money News’ new host Brooke Corte for the first interview of the year to discuss what’s driving the share markets higher and higher. We see three reasons – a trade war settlement, Conservative party victory in the UK and interest rates staying lower for longer.
by David Buckland Posted in Radio.
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