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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PEXA – Property Exchange Australia – is Australia’s online property exchange network. It assists lawyers, conveyancers and financial institutions to lodge documents with land registries and complete financial settlements electronically. It’s about to be sold. Does it prove to be an attractive investment? Continue…

by Joseph Kim Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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