by Roger Montgomery Posted in Video Insights.

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With Amazon set to enter the Australian market later this year, many of Australia’s leading retailers are gearing up for the fight of their lives. We think they would do well to take note of recent analysis by MIT Sloan School of Management, which identifies five rules for management to follow to maximise their chances of success. Continue…

by Scott Shuttleworth Posted in Market commentary.

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Amazon is about to hit our shores, and its arrival is bound to be as disruptive here as it has been in the U.S.  But which retailers should be most worried?  And is there anything they can do to protect market share in the face of this retail juggernaut? Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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One of the drivers behind the recent bank rally has been a perception we are over the worst of the risks around increasing regulatory capital requirements. But are we? A report card from the Basel Committee on Banking Supervision indicates this view might be a little premature. If so, there could be ramifications for banks and property investors alike. Continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services.

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by Roger Montgomery's Team Posted in Old Content.

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So far, Aldi has had a relatively small impact on Coles and Woolworths.  But that is set to change as the German retailer continues its expansion strategy.  In the longer term, we expect to see their returns on capital decline.  If that occurs, it will translate into lower shareholder returns. Continue…

by Scott Shuttleworth Posted in Companies.

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In this interview with Ross Greenwood, Stuart Jackson discusses investors chasing dividend yields.

by Stuart Jackson Posted in Radio.

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