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How much more room for growth does Challenger have?
Andreas Lundberg
October 9, 2018
In this week’s video insight Andreas takes a look at Challenger, a core holding in our funds. With currently around 90% market share in the annuity market place in Australia we believe there is even more opportunity for Challenger’s growth.
by Andreas Lundberg Posted in Stocks We Like, Video Insights.
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Just how far will property prices fall?
Roger Montgomery
October 9, 2018
For the last two years, we were feeling rather lonely suggesting that the property boom would end abruptly. Today, property prices are falling, and we are no longer a lone voice. The question is: how much further will they fall? Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Nufarm’s results were in line with guidance, but should you be concerned?
Stuart Jackson
October 5, 2018
Research by University of Melbourne scientists* has found that Australia’s drought may be the worst in 800 years. It’s been devastating for our farmers, and is also likely to be hitting many agriculture companies. So the recently announced FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. Continue…
by Stuart Jackson Posted in Companies.
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MEDIA
Money News 02.10.2018
David Buckland
October 4, 2018
In this interview on Money News, David discusses the banks. As we see a negative wealth effect, credit growth will decline. So how long will these pressures on the banks last?
by David Buckland Posted in Editor's Pick, Radio.
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Could FAANG stocks feel the bite of government regulation?
Roger Montgomery
October 4, 2018
In the blink of an eye, an elite group of tech businesses has come to dominate the markets, and influence our lives. These are the FAANG stocks – Facebook, Amazon, Apple, Netflix and Google. But with US and European governments seeking to regulate these businesses, there’s a chance their dominance could soon be challenged. Continue…
by Roger Montgomery Posted in Companies.
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