by Roger Montgomery's Team Posted in Old Content.

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With punitive rates, and even negative in some jurisdictions, cash has become a liability for many in recent years. But cash is actually most valuable when nobody else has any and given our belief that the value of cash is increasing, Jonathan Rochford from Narrow Road Capital provides a note that is incredibly timely. Continue…

by Roger Montgomery Posted in Market commentary.

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There are very few free lunches when it comes to investing, but something that comes close – in my view – is good risk management. There are different ways to think about risk. One common way is to think about it in terms of volatility, or standard deviation, which describes the range within which the price of an asset or portfolio might be expected to move in a given time frame. Continue…

by Tim Kelley Posted in Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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Legendary Value investor, Howard Marks of Oaktree Capital has just released his latest memo to investors overnight. His observation that “overly generous capital markets ultimately lead to unwise financing, and thus to danger for participants” is worth noting with respect to Australia’s recent property boom… Continue…

by Roger Montgomery Posted in Market commentary.

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Ten years after the global financial crisis, and following a sustained rebound in world markets, predictions of gloom are coming in thick and fast. How concerned should we be that the good times are coming to an end? To help you reach some kind of conclusion, I’ve included the latest forecasts from four industry leaders. Continue…

by Roger Montgomery Posted in Global markets.

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In this week’s video insight David compares the world’s two largest economies, the US and China. With the tariff war between China and the US heating up how much of a negative impact is this having on the Chinese economy?

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by David Buckland Posted in Editor's Pick, Video Insights.

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In this interview on Money News, Roger discusses the retail sector, if the economy starts slowing down how many retailers will go under? And how can you make sure you aren’t falling into a value trap?

by Roger Montgomery Posted in Radio.

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