After a year of massive volatility in 2020 momentum stocks have dominated the pandemic’s bull market since the steep correction in March. Have markets got ahead of themselves in pricing a return to growth? Listen here.
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Why I think share markets will boom in 2021
Roger Montgomery
December 15, 2020
As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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A review of markets in 2020
Joseph Kim
December 15, 2020
With 2020 almost now behind us, I thought it was worthwhile looking at the year that was. It’s safe to say this year is unlikely to be forgotten for everyone, and not just those invested in equity markets. After a very strong January, investors and markets grappled with the uncertainty and severe volatility brought upon by COVID-19’s spread around the world. Continue…
by Joseph Kim Posted in Market commentary.
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Turn over these stones in 2021
Roger Montgomery
December 14, 2020
While 2020 will always be remembered for the global lockdowns associated with COVID-19, many will also remember it was the year the Reserve Bank of Australia’s monetary policy acquiesced to the big momentum of Modern Monetary Theory. It was the year the RBA embraced an assortment of avant-garde actions in a continuation of the measures adopted by its contemporaries, since the GFC, in most other jurisdictions. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Where are Australian SMSFs investing their money?
Dean Curnow
December 14, 2020
According to recent research by Rainmaker, the self-managed super fund (SMSF) market in Australia reached $700 billion as of 30 June 2020. At Montgomery, almost half of our directly invested clients enter under a SMSF and there is no doubt SMSFs are here to stay. Continue…
by Dean Curnow Posted in Investing Education.
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API-first companies
George Hadjia
December 10, 2020
API is an acronym that gets thrown around a lot in software. You might already know that it stands for Application Programming Interface. But what exactly does this mean and why are API-first companies potentially attractive investments? Continue…
by George Hadjia Posted in Companies.
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Should we be concerned about antitrust regulations in China?
Daniel Wu
December 10, 2020
Chinese regulators have been busy in recent weeks. On the back of scuttling the Ant Group IPO at the 11th hour with draft regulations targeting online microlending practices, Chinese regulators hit the booming tech industry again with draft rules intended to curb monopolistic practices at China’s internet companies, sparking a $290 billion selloff across names like Alibaba, Tencent and Meituan. Continue…
by Daniel Wu Posted in Companies, Global markets.
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ABC Nightlife – will we ever see a housing crash in Australia?
Roger Montgomery
December 9, 2020
In this episode of ABC Nightlife Roger joined Philip Clark to talk about the Australian housing market and investing in a post COVID-19 world. Many government incentives and schemes offered by both the national and state governments released this year have been to support the property market. Are Australian house prices on track to surpass pre-COVID levels in 2021? Listen here.
by Roger Montgomery Posted in Radio.
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A retail stock benefiting from the reopening of economies
Stuart Jackson
December 9, 2020
In this week’s video insight Stuart discusses Universal Store Holdings, a recent listing on the ASX. While apparel has generally been a lagging segment of the retail market this year, casual and active wear have been the stronger components within the apparel market. Universal’s focus on streetwear has helped to through this period. Despite a material impact on sales during the lockdown period, Universal has performed very well with store sales bouncing back to year-on-year growth just 2 weeks after the 5-week lockdown ended. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like, Video Insights.
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