According to the Institute of International Finance (IIF), global debt hit US$237 trillion in the December 2017 Quarter, over 310 per cent of GDP of US$76 trillion. Global debt levels are at record highs in dollar terms and in relation to GDP. Continue…

by David Buckland Posted in Market commentary.

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Roger joined Ticky Fullerton on Sky Business to discuss how the market’s reaction to the Cambridge Analytica scandal shows just how vulnerable investors are to technology stocks. Amazon is on a PE of over 200 times, Netflix over 300 times. Why has this happened? And do ETFs give you enough diversification?

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by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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It’s easy to be excited by new technology, like artificial intelligence, 3D printing, autonomous electric vehicles, and ride sharing.  And for investors, new tech brings so many exciting opportunities to speculate – and lose.  Which brings me to the recent wave of speculation in commodities for making the latest batteries, like cobalt and lithium. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

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One of the cooler sites you can find on the interweb is David McCandless’ informationisbeautiful.net – a site aimed at using data visualisation and information design to convey interesting stories and ideas. Continue…

by Tim Kelley Posted in Insightful Insights.

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Alas, there’s no magic signal to tell us when this market could savagely correct. The latest note of caution comes from famed US investor, Jeremy Grantham. He believes we are seeing a ‘melt-up’ in the stock market – the final stages of a great bubble near to bursting. Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Sometimes you have to ask yourself this question when you read ideas put forward by politicians. Take the recent proposal from a group calling themselves the Monash Forum. They want the government to fund, build and operate a new coal fired power station to address rising power prices and the outages that east coast Australia experienced in the summer of 2016/17. There are many reasons why I think this is a BAD idea. Continue…

by Andreas Lundberg Posted in Energy / Resources.

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I recently had the privilege of attending a mindfulness workshop hosted at Deutsche Bank for the Junior Women in Markets Committee (this is a fantastic network for women working in Australian equity markets). I wanted to share the exercises we learnt, but also explain the value of practicing mindfulness in investing. Continue…

by Lisa Fedorenko Posted in Insightful Insights.

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