by Roger Montgomery's Team Posted in Old Content.

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One of Shakespeare’s most famous quotes is “Neither a borrower nor a lender be.”  But toll road operator, Atlas Arteria (ASX: ALX), may beg to differ. It’s just been paid to borrow €500 million in bonds. It makes you wonder: has there ever been a better time to borrow? Continue…

by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.

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In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9.5 per cent for the calendar year, less than half that of the broader market return of 23.8 per cent. Of the major banks the Commonwealth of Australia was the best performer delivering a total return of 16.9 per cent. Looking to 2020, the outlook is improving marginally relative to 2019 but remains challenging. What should we expect? Continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.

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After recording an excellent performance in the June 2019 half-year, both the US Nasdaq and S&P 500 led the way in the December 2019 half-year with a return of 12.1 per cent and 9.8 per cent, respectively, for a return over calendar 2019 of 35.2 per cent (US Nasdaq) and 28.9 per cent (S&P 500).  And this excludes dividends. Continue…

by David Buckland Posted in Economics, Market commentary.

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We have reached that time of the year where the sun is shining, friends and family are gathering and it’s time to hang up our keyboards and recharge. In our final post for the year, we wanted to wish you all happy and safe holiday season filled with joy. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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While progressive morality – the bending of what is acceptable (and legal!) to suit the times – sounds appealing, Christmas reminds us of a great and unchanging truth; that at a single point in our history a man, with a revolutionary claim to being the son of God, came to down to Earth to proclaim freedom. And we can turn to the birth of Jesus as a sign that peace and harmony can exist if we are free not to do what we want, but to do what we should. I hope and pray you and your family experience the great joy and peace that is intended for you this Christmas.  And this year I also pray for the safety of those affected by bushfire.

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

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In this article for Firstlinks Roger identifies how to mitigate sequencing risk. When an investor is required to make regular withdrawals regardless of the market level, capital losses experienced early in retirement can be deleterious. Sequencing risk, which describes the pattern of investor returns, or the order in which they are received, therefore looms large for retirees. Read here.

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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