Bond markets signal caution – time to pay attention READ HERE to learn more.
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Reducing our Weighting to Cash
Tim Kelley
November 6, 2018
In this week’s video insight Tim discusses The Montgomery Fund’s cash weighting. As value has not been easy to find, we are happy to hold cash for a couple of reasons. In October, a window of opportunity started to open and we have deployed some of our cash.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Volatile world markets are telling us to stay cautious
Roger Montgomery
November 5, 2018
For the last year or so, we’ve been warning readers that the extended run-up in world markets was getting closer to the end. While October’s price falls saw some of the froth blown off the top, we think this may be just the beginning of a long grind lower. Continue…
by Roger Montgomery Posted in Market commentary.
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Inflation, what is happening and what conclusions can we draw
Andreas Lundberg
November 1, 2018
Most people are familiar with the concept of inflation. As a quick recap, it is the process whereby prices tend to increase over time. A positive, but low, level of inflation is generally seen as positive for a number of reasons and central banks tend to manage their interest rates to try to hit an inflation target of generally around 2%. Continue…
by Andreas Lundberg Posted in Economics.
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Are there profits from the 5G revolution?
Roger Montgomery
November 1, 2018
In this article for Cuffelinks Roger discusses fifth generation (5G) technology and the offer of radically faster 5G speeds. Nearly 80 per cent of the estimated US$350 billion spend on 5G infrastructure will be on hardware and network transformation projects. 5G will produce some winners and many losers, where are the opportunities? Read here.
by Roger Montgomery Posted in On the Internet.
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