The volatility being experienced in markets is causing a lot of concern and uncertainty for investors. In this podcast for Spark Your Fire Roger discusses current market conditions and possible investment opportunities. Listen here.

by Roger Montgomery Posted in Podcast Channel.

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Each day the coronavirus pandemic sets another domino to fall. The latest could be bank dividends. It’s now very likely that our banks will cut – or even postpone – their dividends this year. If they do, it will be a major blow to many retail investors and retirees. Continue…

by Stuart Jackson Posted in Companies, Financial Services.

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The stock market sell off validated an internal decision to abstain from the bubble in the months leading up to January 2020, but it wasn’t the only forecast that came to pass.  We also discussed at length the likely prevalence of deeply-discounted capital raisings by companies needing to shore up balance sheets, to weather the COVID-19 lockdowns or simply be rescued from insolvency. Continue…

by Roger Montgomery Posted in Companies, Market Valuation.

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As we look ahead the key questions for markets is how long will global economies remain closed for business, and what will demand look like on the other side of the valley? Continue…

by Gary Rollo Posted in Market commentary, Montgomery News and Updates.

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Since peaking on 19 February 2020 at 3,394 points, the US S&P 500 declined by 1,202 points or 35 per cent to 2,192 points recorded on 23 March. The ensuing 565 point rally (up 26 per cent) to last night’s post-crash high of 2,757 points (Tuesday 7 April) is a 47 per cent retracement of the decline, but still 19 per cent from the record high. Continue…

by David Buckland Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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If the recent market rally has taken you by surprise, you’re not alone.  Since hitting a low around 23 March, the S&P/ASX200 Index has rebounded almost 20 per cent, despite a steady flow of grim health and economic news coming out of Europe and the US.  So does that mean the market has bottomed? Continue…

by Tim Kelley Posted in Market commentary.

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That’s the question on many investors’ minds these days. And it’s certainly one that our team is starting to ponder as the prices of many high quality businesses become more reasonable. However, before we start investing significant amounts of our clients’ capital, there are four things we want to see. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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