What a difference a week makes. Only days ago we were prosecuting the argument that residential construction activity would continue to worsen. This was based on significant falls in land sales and building approvals, with building approvals being a leading indicator for construction activity, and land sales being a leading indicator for building approvals. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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Back in July last year, I had a look at what was happening with mortgage arrears and mortgage stress in this post. Since then, we have had three rate cuts from RBA and everyone who has floating rate mortgages should be paying quite significantly lower interest now than before the cuts. I therefore thought it would be interesting to see how this has impacted a households capacity to service their mortgage. Continue…

by Andreas Lundberg Posted in Financial Services.

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As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

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In this week’s video insight David takes a look at the performance of markets since 30 June. The larger markets, including the US S&P 500 and the Nasdaq, the Japanese Nikkei 225, the German Dax 30 and the French CAC 40, are all up by an average of well over 5 per cent since 30 June 2019. Other markets, like the Australian All Ordinaries, the UK FTSE 100, the Shanghai Composite and the Hang Seng, are all lagging, by comparison.

by David Buckland Posted in Editor's Pick, Video Insights.

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Growth investors are having a field day criticising the poor performance of value investing.  Their views have been bolstered by the booming price of some growth stocks – notably, profitless Unicorns – and research by two accounting professors,  found that not only had value investing failed for investors in recent years but that it had never worked. Continue…

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

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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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In this radio interview Roger Montgomery discusses why the Australian airline industry is under enormous financial pressure. Qantas has grounded three 737s after a safety audit this week found hairline cracks in the pickle fork structure. Listen here.

by Roger Montgomery Posted in Radio.

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