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Is it time to switch to optimism?
Roger Montgomery
May 7, 2020
After a few tough months, Australia is starting to come out of hibernation, and investors are looking ahead – as reflected in our rebounding sharemarket. But they’ll need to be selective in their stock selections, because some businesses will do far better than others in our post-lockdown world. Continue…
by Roger Montgomery Posted in Market commentary.
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Are you taking a longer-term view?
David Buckland
May 7, 2020
Currently, the US S&P 500 stands at 2,870 points, down 15 per cent from its February 2020 peak. (Meanwhile, the Australian All Ordinaries Index at 5,450 points is 25 per cent below its peak). On most fundamentals, markets have justified high valuations on the back of historically low interest rates. Continue…
by David Buckland Posted in Global markets, Market commentary.
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- POSTED IN Global markets, Market commentary.
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Is this a FOMO rally?
Scott Phillips
May 6, 2020
A lot has been written about the COVID-19 crisis and undoubtedly it will go down in history as a monumental market crash, and so far it has been one of the quickest technical “bear” markets on record, with the S&P 500 hitting its high on 19 February 2020 and into a bear market just 16 days later. Continue…
by Scott Phillips Posted in Market commentary.
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Popular Analysis that has no value
Roger Montgomery
May 5, 2020
In this video insight Roger discusses stock market analogs and attempting to predict what the market is going to do in the future. How effective are such analogs? Not very, because the companies that make up the market are impacted differently and because interest rates, government and central bank settings, labour and productivity are all dissimilar and the drivers of markets will cause a different reaction. Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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Some positive signs emerging
Tim Kelley
May 4, 2020
We have previously written at length about our assessment of the evolving COVID-19 crisis, and the way investors might think about navigating the challenging market conditions that came with it. While conscious of the fact that there are only so many articles on the topic that readers need to see, today we add further hay to the stack, but this time with a more optimistic slant. Some of the developments that have caught our eye recently are unambiguously positive and may prove to be important in shaping the market environment over the next 12 months. Continue…
by Tim Kelley Posted in Market commentary.
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Bull or bear case for equities, here are some quality companies
Roger Montgomery
May 2, 2020
Whether you’re currently on the bear case or the bull case for global and Australian equities, we think investors need to be using this once-in-a-decade sell off to reset portfolios towards quality businesses, like some of the ones we discuss below.
Continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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