by Roger Montgomery's Team Posted in Old Content.

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Over the weekend at the G20 Summit in Buenos Aires, US President Donald Trump and Chinese President Xi Jinping agreed to temporarily halt the next round of tariff increases, to be imposed from 1 January 2019 where US$200 billion of imports from China were set to jump from 10 per cent to 25 per cent. Continue…

by David Buckland Posted in Global markets.

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You’ve probably noticed that shopping centres are changing. Gone are some of the old, familiar stores, and among the mix are likely to be a few empty and boarded-up shopfronts. This situation is playing out across the country, and is reflected in the latest data, which shows the retail failure rate at alarmingly high levels. Continue…

by Andreas Lundberg Posted in Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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Given the recent movements in global financial markets, including greater volatility and proliferation of warnings concerning the next recession, I felt it was worth highlighting one of the more interesting research pieces I have read recently by JP Morgan’s Global team for a broader macro perspective on how asset prices move in a recession / financial crisis. Continue…

by Joseph Kim Posted in Market commentary.

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In this week’s video insight Roger discusses the switch by major central banks from quantitative easing (QE) and the structural changes this will have on interest rates. Market distortions created by QE could prove fertile grounds for investors. This video also covers the rapidly ageing population across the world. How will these two factors impact investors?

by Roger Montgomery Posted in Investing Education, Market commentary, Video Insights.

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In my role as Head of Distribution here at Montgomery, I am usually engaging with many financial planners on a daily basis. I thought it may be interesting to share with you the most recent observations I have garnered from a broad cross section of these financial planners as they seek to best set their client’s portfolio assets in the current economic environment. Continue…

by Scott Phillips Posted in Investing Education, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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