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Insights from the Australian Securitisation Forum
Brett Craig
November 27, 2023
Last week the team attended the Australian Securitisation Forum. The event is held annually and brings together the leading industry bodies, representing participants in the securitisation and covered bonds markets. Continue…
by Brett Craig Posted in Aura Group.
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Is there a New South Wales housing solution on the way?
Roger Montgomery
November 27, 2023
In something of a ground-breaking move to address the housing affordability crisis in New South Wales, the government has unveiled a plan to expedite the construction of homes by fast-tracking buildings that choose pre-approved designs. This initiative aims to ease the burden on prospective buyers and renters who have long struggled to find affordable housing options. Continue…
by Roger Montgomery Posted in Market commentary, Property.
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Ausbiz – Winners are grinners: how boomers are benefiting from inflation
Roger Montgomery
November 24, 2023
In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario. Additionally, I delved into the intricate dynamics of domestic inflation and discussed socio-economic consequences arising from intergenerational disparities. Watch the full interview here. Ausbiz – Winners are grinners: how boomers are benefiting from inflation
by Roger Montgomery Posted in Market commentary, TV Appearances.
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Is forecasting a waste of time?
Roger Montgomery
November 24, 2023
I have had my fair share of bad calls. After more than three decades of investing, it’s safe for me to predict that there is next to no advantage in making predictions. What does make sense is to invest in great businesses and great managers and allow enough time to pass to allow the process of wealth creation within these businesses to occur. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Forget inflation; wineway robbery might be here to stay
Roger Montgomery
November 23, 2023
As a result of the corporatisation of restaurants, there’s a plethora of them. The emergence of the Restaurant Group – Merrivale, Bentley, and The Speakeasy Group are examples which offer a business solution to the cost of independence through bulk buying power (for food and fit-outs) and merged accounting and marketing functions. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Criminals help make housing unaffordable
Roger Montgomery
November 22, 2023
Those wondering about Australia’s interminable house price rises may have read our blog post explaining immigration is one of the leading reasons prices remain elevated despite the fastest increase in interest rates in Australia’s history. Continue…
by Roger Montgomery Posted in Property.
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Mezzanine finance revealing another weak spot in the U.S. economy.
Roger Montgomery
November 21, 2023
After the Global Financial Crisis (GFC), U.S. regulators imposed stricter regulations on larger banks. Limiting their riskier lending for commercial real estate and development. Their more conservative lending practices meant property owners turned to smaller banks or sought second loans from non-bank lenders to bridge their financing gaps, often on top of existing bank mortgages. Continue…
by Roger Montgomery Posted in Global markets, Market commentary, Property.
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The RBA is in a bind along with mortgagees and renters
Roger Montgomery
November 20, 2023
Just 48 hours after the Reserve Bank of Australia (RBA) lifted rates for the 13th time by 25 basis points to 4.35 per cent, the U.S. Federal Reserve’s Chair Jerome Powell said at a conference in Washington that “we are not confident” the Fed has tightened enough to bring inflation down to its 2 per cent goal. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Market commentary.
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