Digital disruption is hitting the retail sector harder than most. But not all retailers have been affected to the same extent. Recent research by Citi sheds light on the winners and losers this latest reporting season. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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If our friends at Deutsche Bank are right in forecasting the US unemployment rate to decline from the current 17 year low of 4.1 per cent to 3.2 per cent by-late 2019, the US Federal Reserve are going to have a delicate balancing act as they lift the cash rate in trying to keep inflationary expectations under control. Continue…

by David Buckland Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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Legendary investor, Jim Rogers, is a famed perma-bear. But this month Rogers stepped it up. He predicted that the next bear market will be “the worst in our lifetime”, fueled by a world that is laden with debt, and that it will occur within the next two years.
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by Roger Montgomery Posted in Editor's Pick, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Many readers will have some familiarity with the sorts of returns a successful stock-picker might aim to produce. Often, a fund will have an explicit target of beating the market by an amount of, say, 5 per cent per annum over rolling 5-year periods. While it doesn’t sound dramatic, this sort of extra return can compound into a very dramatic difference to investor wealth over long periods of time, and so it is very valuable. Continue…

by Tim Kelley Posted in Investing Education.

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Around $60 billion of interest-only loans are due to reset over the next four years. According to the Reserve Bank, that could create wider problems if the economy turns down.
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by Scott Shuttleworth Posted in Financial Services.

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In this interview with Ross Greenwood on Money News I discussed the reporting season, one big company that is reporting tomorrow is Qantas. Listen to our view here.

by Roger Montgomery Posted in Radio.

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