Are you concerned about the increasing number of zombie companies and a looming tech bubble?  Well, perhaps the situation is not as worrying as it seems.  With governments and central banks continuing to pump money into the economy, share prices could be held aloft for some time yet. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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Just last week, the Federal Government decided to loosen lending requirements for Australian banks – a move that’s completely at odds with the recommendations of the Commissioner, Kenneth Haynes.  Sure, investors seemed to like the decision, pushing bank stocks higher. But will this all end badly, once again? Continue…

by Andreas Lundberg Posted in Editor's Pick, Financial Services.

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The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia and the US have declined from around 14 per cent in the early 80s to more recently lie somewhere not unadjacent to zero. Continue…

by Tim Kelley Posted in Investing Education, Market commentary.

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In this week’s video insight Roger discusses how to position for the possibility of a vaccine and reopening. When the global economy reopens further, there will likely be many more sectors returning to growth. We are looking for companies that are winners in sectors that have had their outlooks impacted. One of these is Corporate Travel Management which could take share from weakened competitors. Why is the Corporate Travel Management share price on fire right now? Continue…

by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.

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Since the market bottom of the Global Financial Crisis in March 2009, the Russell 1000 Growth Index (R1G) has outperformed the Russell 1000 Value Index (R1V) by over 300 per cent cumulatively. Many investors seem fearful that this current era of growth style dominance will end with the same thud as its predecessor, when the Nasdaq Composite stock market index, after appreciating by 400 per cent from 1995, proceeded to decline by 78 per cent from its peak in March 2000 to October 2002. Continue…

by David Buckland Posted in Global markets, Market commentary.

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In this episode of ABC Nightlife Roger joined Philip Clark to talk about markets. Investors have plenty to consider at the moment. The global economy is experiencing a severe contraction as countries seek to contain the coronavirus. Even though the worst of this has now passed, the outlook remains highly uncertain and concerns of a second wave are apparent. The Australian economy is going through a very difficult period and is experiencing the biggest contraction since the 1930s. Listen here.

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

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by Roger Montgomery's Team Posted in Old Content.

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Back in 2015 I wrote about Tesla noting “In this era of creative destruction, transition and disruption, finding the winners can be a challenge.” That was when Tesla shares were $52 adjusted for splits. With Tesla post-split shares now trading at $380 it would seem Tesla has won. Continue…

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

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