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The three-bucket strategy for building a retirement portfolio
Roger Montgomery
September 6, 2023
What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U.S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Ausbiz – Big secular themes changing the investing outlook
Roger Montgomery
September 6, 2023
In this interview with Ausbiz, I discuss the impact of demographic transitions on investments, the influence of the baby boomer generation on global economies as they transition from asset accumulation to retirement, and what’s affecting spending habits and investment strategies. I also give my predictions on rising demand for income-generating assets and private credit to fill funding gaps for small to medium enterprises. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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Why the Australian Future Fund has turned bearish
Roger Montgomery
September 6, 2023
The Australian Future Fund, valued at $258 billion, is undergoing significant strategic shifts under the guidance of Chief Executive Raphael Arndt and Chair Peter Costello. These changes are driven by expectations of prolonged inflation, overvalued stocks, and the heightened risks stemming from China’s economic slowdown. Continue…
by Roger Montgomery Posted in Market commentary.
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Qantas’ past, present, and uncertain future: A CEO’s departure raises questions
Roger Montgomery
September 5, 2023
“I leave knowing that the airline is fundamentally strong and has a bright future,” are today’s parting words from Mr. Alan Joyce, now ‘former’ Chief Executive Officer (CEO) of Qantas (ASX:QAN) and pictured below with Australia’s current Prime Minister, Anthony Albanese. Continue…
by Roger Montgomery Posted in Airlines, Companies.
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Is Flight Centre about to take off?
Roger Montgomery
September 5, 2023
In 2018, Flight Centre Travel Group’s (ASX:FLT) share price was flying high and trading above $61.00. With 101.1 million shares on issue, the market capitalisation at the time was just shy of $6.2 billion. Continue…
by Roger Montgomery Posted in Companies.
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Aura Private Credit insights: monthly CPI indicator is easing
Brett Craig
September 4, 2023
The monthly Consumer Price Index (CPI) indicator is continuing to show signs of easing. The 12 months to July reported a 4.9 per cent increase, which is down from the June figure of 5.4 per cent. This is a significant improvement off the back of the 8.4 per cent peak in December 2022. This is the lowest inflation rate since February 2022. The most notable prices increases were in housing and food and beverages. The decline in the price of fuel offset the rise for the July period. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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U.S. regional banks two-point-Oh!
Roger Montgomery
September 4, 2023
We appear to be witnessing a shift in the U.S. banking landscape and recent events suggest we should proceed with caution. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Aura Private Credit insights: Are the rising interest rates finally having their desired effect?
Brett Craig
September 1, 2023
The latest monetary policy decision made in August was to hold the cash rate at 4.10 per cent. With the Reserve Bank of Australia’s (RBA) monetary policy meeting next week, many are wondering if the RBA has another rate hike up their sleeve. Whilst many believe we are nearing the top of the rate hiking cycle, understanding the current economic conditions will assist in determining the probability of an interest rate hike versus a hold on interest rates. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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