Bond markets signal caution – time to pay attention READ HERE to learn more.
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Could the housing market be hit by tighter lending standards?
Andreas Lundberg
April 18, 2018
The Royal Commission into the Australian financial sector seems to be taking a dim view of the way lenders assess the expenditure of loan applicants. It’s possible it will recommend that banks check the actual level of spending of each applicant. This could have big ramifications. Continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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Is BT Investment Management suffering from style headwinds?
Tim Kelley
April 17, 2018
In this week’s video insight Tim discusses a position The Montgomery Fund recently took in BT Investment Management (ASX:BTT).
by Tim Kelley Posted in Video Insights.
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Advertisers are the big winners from the banking Royal Commission
Stuart Jackson
April 17, 2018
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is bad news for banks and other organisations that are being put under the microscope. But it’s been a boon for advertisers, who have enjoyed a boost in ad spending as financial services businesses seek to prop up their brands. Continue…
by Stuart Jackson Posted in Media Companies.
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- POSTED IN Media Companies.
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Harsh but true
Lisa Fedorenko
April 16, 2018
Over the years, I’ve received copious advice which has made me a better investor. Today I wanted to share three pieces of rather direct advice which helped me make the most out of meetings. Continue…
by Lisa Fedorenko Posted in Insightful Insights, Investing Education.
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How alarmed should we be about rising levels of debt?
David Buckland
April 13, 2018
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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MEDIA
Sky Business with Ticky Fullerton featuring Roger Montgomery: 11 April 2018
Roger Montgomery
April 12, 2018
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?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Are new batteries the latest way to lose money?
Roger Montgomery
April 12, 2018
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.
