When markets take a tumble like we have seen across the equity world over the last few days, it’s usually the time investors reassess their view on risk!  Booms, busts, stress and joy are driven by emotions and hence many investors have outsourced all or part of their investments to advisers or fund managers who are very risk aware and hopefully have risk at the forefront of their minds. Continue…

by Scott Phillips Posted in Insightful Insights, Investing Education.

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Over the last six months, the US Dow Jones Industrial Average has soared 20 per cent to 26,500. But over the past week it has shed over 2,000 points or 8 per cent. The reason: a surge in yields on US Ten Year Government Treasury Bonds, which hit a four-year high of 2.86 per cent. With interest rates climbing, it’s time for investors to tread more warily. Continue…

by David Buckland Posted in Editor's Pick, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Recently there has been growing press and talk about the rising costs of health insurance and private patients going through public hospitals. In particular (click for article), Bill Shorten recently commented that “Prices are up, profits are up, quality and value down. Australians are paying a lot more for their health insurance policies and getting a lot less.”
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by Lisa Fedorenko Posted in Health Care.

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by Roger Montgomery's Team Posted in Old Content.

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We recently undertook an analysis to try to better understand the structure and behaviour of the equity market, with a view to identifying cause and effect relationships that drive investment performance.  While the work is ongoing, some interesting early findings are emerging.
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by Tim Kelley Posted in Investing Education.

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In this interview with Ross Greenwood, David discusses the stock market. Which fashion group is closing 100 stores this year 300 next year? And is there value in Sirtex?

by David Buckland Posted in Radio.

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I’ve been warning that new apartments are being oversupplied by developers, and sold to unsuspecting investors who think interest rates will never go up and property prices can never go down.  Recent trends have only confirmed my fears.

by Roger Montgomery Posted in Property.

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