Research by UBS shows that online purchases in the US will grow to around 20 per cent of all purchases by 2022. This upward trend should also occur in Australia. But the pain won’t be equally felt by all brick & mortar stores. Some might be hit particularly hard. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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David Buckland joined Michael McLaren on Wake Up Australia on 2GB to discuss the current state of the economy. According to the IMF, the global economy is weakening at a rate faster than expected. Global growth is forecast for 3.5 per cent in 2019, and 3.6 per cent in 2020, so is all this doom and gloom necessary?

by David Buckland Posted in Radio.

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In the world of investing, there is significant attention spent on which stocks to buy and add to a portfolio – fundamental company and industry research, techniques to determine intrinsic value and financial analysis are just three potential areas of focus for a prospective investment. Rarely however, do you see much attention devoted to the other critical part of the equation – when to sell. Continue…

by Joseph Kim Posted in Investing Education.

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David Buckland joined Ross Greenwood to discuss the current state of the economy. Harvard professor Kenneth Rogoff has raised his concerns about China exhausting its credit driven growth model. If this is the case, how will it impact the economy?

by David Buckland Posted in Editor's Pick, Radio.

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The latest credit data paints a gloomy picture for the housing market. Over the past year or so, we’ve seen new finance commitments trend down for owner occupiers and investors, and a very significant increase in loan rejections. Credit could get even tighter once the Royal Commission into financial services hands down its recommendations. Continue…

by Andreas Lundberg Posted in Editor's Pick, Property.

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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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Most investors have an intuitive sense of the benefits of diversification: it’s easy to see how having all your eggs in one figurative basket could end very badly if the chosen basket were to hit the rocks at some point and most people are more comfortable spreading things around a bit to achieve more consistent and predictable results. Continue…

by Tim Kelley Posted in Investing Education.

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