It seems some of the problems for the stock market may have abated such as the China/US trade wars however, bond prices have an effect on share prices. In this week’s interview on Money News, Roger and Ross Greenwood discuss the quantitative tightening occurring in the US and the tapering of purchases in Europe and Japan. With the Fed reducing its bond buying and with the US government issuing more bonds to fund its deficits, the higher yields on government bonds are starting to look more attractive. How will this impact investors?

by Roger Montgomery Posted in Radio.

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If current market volatility is causing you some grief, don’t worry – you’re not alone. A lot of quantitative investors are being hit. One of them, Cliff Asness, has some sage advice that should see you through even the toughest of times. Continue…

by Tim Kelley Posted in Editor's Pick, Investing Education.

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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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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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