In this week’s video insight Joseph discusses the recent performance of the retail sector and how reopening economies may impact retail performance. Government support drove an increase to spending on goods while services such as restaurants and travel were restricted. What will happen once government stimulus ends?

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by Joseph Kim Posted in Companies, Editor's Pick, Video Insights.

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You’ve probably heard bullish commentators argue that declining interest rates explain, and justify, the extraordinary price to earnings (PE) multiples being paid for growth stocks.  Many of these commentators also maintain that, because rates are going to stay lower for longer, these stocks are a defensive, sensible, and even safe investment.  But are they right? Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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The share prices of growth companies – particularly quality businesses such as the much heralded FAAMGs – have been on a tear since March. How much further could they go?  Well, quite a bit further I think, if rates stay low and governments keep providing financial support. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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Roger joined Ross Greenwood on The Money Minutes to discuss the outlook for markets and the potential impact of the US election. People associate the economy with the performance of the stock market, although there’s no correlation over a 1-year period. Even in an economy that isn’t going so well, there will still be businesses growing very strongly. Tune in for more on the risks and opportunities from either a Trump or Biden victory.

by Roger Montgomery Posted in Editor's Pick, Radio.

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Over the next few months we’ll see cuts to COVID-19 relief. These cuts will adversely impact the ability of many households and businesses to repay their loans. But just how many remains to be seen. The banks – and their shareholders – will be hoping for the best, and keeping their fingers crossed. Continue…

by Andreas Lundberg Posted in Market commentary.

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