Whitepaper: As US tech stocks unwind, I’m as convinced as ever that index ETFs are a bubble. read here
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Buy Hold Sell: 3 stocks making headlines, 2 flying under the radar
Roger Montgomery
November 12, 2018
With many stocks recently filling the headlines of major media outlets I joined Livewire’s Buy Hold Sell to discuss three of these. Corporate Travel Management, BHP and AMP.
by Roger Montgomery Posted in TV Appearances.
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The Rise of Corporate China
Amit Nath
November 12, 2018
It is common knowledge that China has grown into a major power over the last 10 years and is now the second largest economy in the world (behind the United States). Hence, we thought it would be interesting to look back over the last 10 years and see how this has translated into the relative size of Chinese companies in the global context. Continue…
by Amit Nath Posted in Market commentary.
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ABC Nightlife
Roger Montgomery
November 9, 2018
In this radio program with Philip Clark, Roger discusses the current market conditions where markets are falling and property is unwinding. Why are interest rates rising? Listen here.
by Roger Montgomery Posted in Radio.
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Whitepaper: Is this another diversification trap?
Roger Montgomery
November 9, 2018
In the wake of the global financial crisis (GFC), index ETFs were meant to offer risk-averse investors a safe and easy way to gain diversification. But nine years into the global market’s bull run, they appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many. Continue…
by Roger Montgomery Posted in Whitepapers.
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A “pullback” or a “serious bear market”?
David Buckland
November 8, 2018
Over the past five decades the share-market, as measured by the US S&P 500 Index, has recorded 24 “pullbacks” exceeding ten percentage points. On six of these occasions, or one in four of the “pullbacks”, we have witnessed a “serious bear market”, or a decline exceeding 25 per cent, as illustrated in the table below. Continue…
by David Buckland Posted in Market commentary.
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The Great Australian Dream Damaged?
Roger Montgomery
November 8, 2018
It’s always a relief to wake up from a nightmare and while we believe that the nightmare for property investors may have only just begun, there may be relief, or even a silver lining, in the form of lower bank share prices. Continue…
by Roger Montgomery Posted in Financial Services.
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Money News 06.11.2018
Roger Montgomery
November 7, 2018
In this interview on Money News, Roger discusses the recent falls in the markets, is it now a permanent shift in sentiment? We have seen falls in companies like Afterpay, A2 Milk, WiseTech, Altium and Pushpay.
by Roger Montgomery Posted in Radio.
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The Technology of Finance
Roger Montgomery
November 7, 2018
Among the very best performing shares since July, and indeed through reporting season, were financial technology companies such as Iress (ASX:IRE), Praemium (ASX:PPS) and Bravura Solutions (ASX:BVS). Other companies in this space include, HUB24 (ASX:HUB), Netwealth (ASX:NWL) and GBST (ASX:GBT). Continue…
by Roger Montgomery Posted in Companies, Financial Services.
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