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Rates are rising, should investors be cautious?
Roger Montgomery
October 18, 2018
In this week’s video insight Roger discusses the outcome of rising rates. Sentiment shifts from thinking about growth, to the relative attractiveness of cash, or perhaps more accurately, the increasing dangers of risky assets. Should investors be cautious?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Compare the pair: is it that simple?
Dean Curnow
October 18, 2018
The peak of the Royal Commission seems to have coincided with the peak in advertising air time for the industry super funds. I am not sure of the experience of the readership here on the blog, but it appears to me that the industry funds have really stepped up their campaigns over the last 12 months. Continue…
by Dean Curnow Posted in Investing Education.
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MEDIA
MONEY NEWS 16.10.2018
Roger Montgomery
October 17, 2018
In this interview on Money News, Roger discusses the recent volatility in the markets. Is this a sign of what is up ahead? And which assets will be hit the most as real interest rates rise?
by Roger Montgomery Posted in Radio.
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Debt levels are indeed hurting
Andreas Lundberg
October 17, 2018
Data that forms an investment thesis is not always presented in the most coherent and easy to digest manner. It is indeed often the case that once data has been distilled into a form that is easy to draw conclusions from, it is often too late to act on as the trend has already become obvious. It is therefore often even more interesting to look at more circumstantial data that can give an early indication of the future direction of the more substantiated data. Continue…
by Andreas Lundberg Posted in Market commentary.
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Stricter European Emission Rules and a Slowdown in the Chinese Car Market
David Buckland
October 16, 2018
German carmakers have been hit by the combination of stricter European emission rules and a decline in Chinese car sales. Continue…
by David Buckland Posted in Companies.
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