Last month Roger shared a wrap-up blog from the most recent reporting season and concluded that results were generally more good than bad for the majority of ASX companies that reported. This led to many companies’ share prices surprising on the upside. Continue…

by Dean Curnow Posted in Companies.

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Globally, investors have hitherto been blissfully optimistic about the end of hard lockdowns, the development of a potential vaccine and broad economic re-openings. But all that may be about to change. Continue…

by Roger Montgomery Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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One of the thematics from the last few months has been the material change in retail spending. With COVID-19 related lockdowns and restrictions on population movement and activity, the ability to spend on services such as out of home entertainment and activities has been significantly curtailed. Continue…

by Stuart Jackson Posted in Companies, Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight Roger discusses the importance of scanning the distant horizon for long-term threats when investing. We now live in a world where asset bubbles are no longer glitches but a semi-permanent feature of corporate and financial life, and a world where investors are not only unable to endure normal corrections or volatility but our politicians and central bankers even less. Will investors discover the danger of avoiding value?

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

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The COVID-19 restrictions have certainly altered the balance of power in the housing rental market – particularly in Sydney and Melbourne. New data shows that increased supply and decreased demand have shifted power to the renters, who are finding it far easier to negotiate a new lease on better terms. Continue…

by Andreas Lundberg Posted in Property.

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by Roger Montgomery's Team Posted in Old Content.

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