by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight, I report on recent developments in the private equity world. In March when the financial world acknowledged a pandemic many investors predicted private equity and start up wallets would be zipped up and the growth and private equity valuations was near an end.  But here we are, six months down the road and the both the pandemic and elevated private equity valuations remain.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a pretty bleak picture for most of our lenders. Continue…

by Stuart Jackson Posted in Companies, Financial Services.

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With so many economies and businesses on their knees, numerous market commentators are pessimistic about the near-term future of global share markets.  But Macquarie Bank’s Chief Economist and Global Head of Macro Strategy, Ric Deverell, is not one of them. He’s just released a chart pack that offers three reasons to be optimistic. Continue…

by Roger Montgomery Posted in Market commentary.

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Since the market bottomed in late March, the S&P/ASX Small Ordinaries Index has soared over 40 per cent. E-commerce and technology-oriented stocks have done much of the heavy lifting and left nearly everything else in their wake. Gary Rollo joined Matthew Kidman and Chris Stott on Livewire’s Buy Hold Sell to discuss whether it’s time for investors to make a big portfolio pivot into the small caps.

by Gary Rollo Posted in On the Internet.

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As you’ve no doubt noticed, the news these days is awash with reports of social unrest across the world. It’s prompted Deutsche Bank’s global strategists to argue that we’ve entered the Age of Disorder. They point to six major trends that, together, support their thesis – and which could have a big impact on equity returns in coming years. Continue…

by Andreas Lundberg Posted in Market commentary.

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The team at Uniti Group must have been close to breaking out the champagne on another well executed transaction – detailed here – when the $130 billion First State Superannuation Fund threw a spanner in the works by bidding $5.85 per share or $610 million for OptiComm Limited. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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The Buy Now Pay Later (BNPL) industry has exploded in Australia in recent years. The space has been admirably led by the Nicholas Molnar, who founded Afterpay Holdings Limited (ASX: APT) in early-2014 after designing the company’s business model from the back of his commerce lectures at the University of Sydney. At its recent high of $96 per share, APT reached a market capitalisation of A$27 billion. Continue…

by David Buckland Posted in Companies, Editor's Pick.

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