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How the rising US 10-year bond yield could affect your portfolio
Joseph Kim
October 11, 2018
Macro considerations are not a major driver of investment decisions at Montgomery. But when we assess the potential risks and returns of a business, we still need to be aware of major global developments. Right now, a key development is the rising US 10-year Treasury bond yield – which could have a big impact on a number of stocks. Continue…
by Joseph Kim Posted in Global markets.
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Where to next for residential property?
Tim Kelley
October 10, 2018
If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. Continue…
by Tim Kelley Posted in Editor's Pick, Property.
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How much more room for growth does Challenger have?
Andreas Lundberg
October 9, 2018
In this week’s video insight Andreas takes a look at Challenger, a core holding in our funds. With currently around 90% market share in the annuity market place in Australia we believe there is even more opportunity for Challenger’s growth.
by Andreas Lundberg Posted in Stocks We Like, Video Insights.
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Just how far will property prices fall?
Roger Montgomery
October 9, 2018
For the last two years, we were feeling rather lonely suggesting that the property boom would end abruptly. Today, property prices are falling, and we are no longer a lone voice. The question is: how much further will they fall? Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Nufarm’s results were in line with guidance, but should you be concerned?
Stuart Jackson
October 5, 2018
Research by University of Melbourne scientists* has found that Australia’s drought may be the worst in 800 years. It’s been devastating for our farmers, and is also likely to be hitting many agriculture companies. So the recently announced FY2018 result by agricultural chemical company, Nufarm (ASX:NUF), makes interesting reading. Continue…
by Stuart Jackson Posted in Companies.
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