With markets bouncing it is worth making a couple of observations. Firstly, there were periods during the Global Financial Crisis when the market rallied as much as 10 per cent.  Secondly, there is a solid relationship between really ugly COVID-19 case spikes and inadequate early testing. Continue…

by Roger Montgomery Posted in Companies, Market commentary.

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Ever since Paul Volcker, the US Federal Reserve Chairman, tamed the inflation genie in the early 1980s we have seen the US ten-year bond yield decline from 15.84 per cent to the current record low of 0.54 per cent. Continue…

by David Buckland Posted in Global markets.

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Yesterday saw the ASX 200 Index sell off a whopping 7.3 per cent in what was the most brutal fall in our Australian equity market since 10 October, 2008, which was in the height of the GFC. Continue…

by Scott Phillips Posted in Global markets, Market commentary.

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Back in 2000, there were about 2,000 registered private equity firms globally. Twenty years later and that number has now hit 10,000. It’s a five-fold increase reflecting a boom in Private Equity investing by endowments, sovereign funds and the wealthy. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined the Equity Mates Investing Podcast to discuss the importance of learning to value a business and how to think about market prices. Roger also discusses his outlook for 2020.

by Roger Montgomery Posted in Podcast Channel.

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by Roger Montgomery's Team Posted in Old Content.

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There’s the Coronavirus pandemic and then there’s the associated panic. Both will have an impact on near term investment returns and as I write this note, the ASX200 price index has swung 13 per cent down from its January high. But the pandemic and the panic will also provide level-headed investors with an opportunity. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined Stephen Koukuolas and Rachel on The Business to discuss the impact the Coronavirus is having on markets. Will we see something worse than the GCF? Or will this pass, and see markets bounce strongly when it does? Either way there will definitely be opportunities for value investors. Watch here.

by Roger Montgomery Posted in TV Appearances.

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