by Roger Montgomery's Team Posted in Old Content.

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One of the actions announced by the government to stimulate the economy as a response to the current crisis is that individuals can apply for an early release of superannuation savings. The rules are that an individual can apply to withdraw $10,000 before the 30 June and another $10,000 between the beginning of July and the end of September. Continue…

by Andreas Lundberg Posted in Market commentary.

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In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends.  As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. Continue…

by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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• POSTED IN Old Content.

The COVID-19 crisis – with the accompanying lockdown – has had a severe impact on many real estate investment trusts (REITs), particularly those exposed to discretionary retailing. The question is: have plummeting share prices opened up investment opportunities, or is there more pain to come? Continue…

by Gary Rollo Posted in Companies.

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During the depths of the market’s reaction to the Coronavirus outbreak I listened in on company and journalist conference calls and held multiple webinars and Microsoft Teams sessions with clients, planners and brokers.  Quite often I heard comments along the lines of, “this will change the way we live, work and travel forever”.  I am adamant in my belief that humans will revert right back to the way they have always done things, as soon as it safe (or permitted, whichever comes first) to do so. Continue…

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

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