David discusses four major factors which could be causing the low rate environment we currently find ourselves in. Watch here
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Exchanged Traded Products and Income: Same same but different?
Dean Curnow
January 16, 2020
Today, our markets are awash with ETFs, ETMFS, LICs and LITs. The beauty of these exchange traded products is that they offer investors instant diversification in a single trade. But they have some key differences. And it’s worth knowing what they are. Continue…
by Dean Curnow Posted in Financial Services.
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When unconventional policy becomes the convention
Andrew Macken
January 15, 2020
In the first days of the new calendar year, as the world braced itself for a potential war in Iran, Ben Bernanke, the former Chair of the Federal Reserve, gave a speech to the American Economic Association in San Diego. The topic? “The new tools of monetary policy”. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
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Atlas Arteria profits from negative rates
Joseph Kim
January 14, 2020
One of Shakespeare’s most famous quotes is “Neither a borrower nor a lender be.” But toll road operator, Atlas Arteria (ASX: ALX), may beg to differ. It’s just been paid to borrow €500 million in bonds. It makes you wonder: has there ever been a better time to borrow? Continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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What should we expect from the big four banks in 2020?
Stuart Jackson
January 13, 2020
In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9.5 per cent for the calendar year, less than half that of the broader market return of 23.8 per cent. Of the major banks the Commonwealth of Australia was the best performer delivering a total return of 16.9 per cent. Looking to 2020, the outlook is improving marginally relative to 2019 but remains challenging. What should we expect? Continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.
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Farewell 2019, Hello 2020
David Buckland
January 2, 2020
After recording an excellent performance in the June 2019 half-year, both the US Nasdaq and S&P 500 led the way in the December 2019 half-year with a return of 12.1 per cent and 9.8 per cent, respectively, for a return over calendar 2019 of 35.2 per cent (US Nasdaq) and 28.9 per cent (S&P 500). And this excludes dividends. Continue…
by David Buckland Posted in Economics, Market commentary.
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Merry Christmas from the Montgomery Team
Roger Montgomery
December 23, 2019
We have reached that time of the year where the sun is shining, friends and family are gathering and it’s time to hang up our keyboards and recharge. In our final post for the year, we wanted to wish you all happy and safe holiday season filled with joy. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Roger Montgomery’s Christmas Message 2019
Roger Montgomery
December 20, 2019
While progressive morality – the bending of what is acceptable (and legal!) to suit the times – sounds appealing, Christmas reminds us of a great and unchanging truth; that at a single point in our history a man, with a revolutionary claim to being the son of God, came to down to Earth to proclaim freedom. And we can turn to the birth of Jesus as a sign that peace and harmony can exist if we are free not to do what we want, but to do what we should. I hope and pray you and your family experience the great joy and peace that is intended for you this Christmas. And this year I also pray for the safety of those affected by bushfire.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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A simple method to help mitigate sequencing risks
Roger Montgomery
December 20, 2019
In this article for Firstlinks Roger identifies how to mitigate sequencing risk. When an investor is required to make regular withdrawals regardless of the market level, capital losses experienced early in retirement can be deleterious. Sequencing risk, which describes the pattern of investor returns, or the order in which they are received, therefore looms large for retirees. Read here.
by Roger Montgomery Posted in On the Internet.
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