As investors, we can’t drive the car with our eyes on the rear-view mirror, even in the current murky conditions. So where should you look at investing in 2023? watch here
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Market narrative to pivot from peak inflation to recession
David Buckland
December 16, 2022
Twelve months ago, official cash rates sat at record lows and only one English-speaking Central Bank – the Reserve Bank of New Zealand (RBNZ) – had commenced the tightening process in response to increasing inflationary expectations. The rapidly rising commodity prices coinciding with the war in the Ukraine (commenced 24 February 2022) finally got the attention of the English-speaking Central Banks and they followed the RBNZ typically with 8 or 9 “interest rate increases” over the balance of 2022. Continue…
by David Buckland Posted in Market commentary.
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Perreault Resigns from CSL, having already written some of the next chapter
Roger Montgomery
December 16, 2022
When investors, like Montgomery, and our partners, Australian Eagle, talk about quality Australian companies – those with wide and deep economic moats or competitive advantages, relatively low debt, high returns on equity and growing profits – Australian biotech CSL Limited (ASX:CSL) invariably appears near the top of the list. Even global quality-based investors such as Polen Capital count CSL among their holdings. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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How Macquarie sees the outlook for Australia and the U.S.
Roger Montgomery
December 15, 2022
In two recent blogs, we outlined the views of Goldman Sachs strategists on the Australian and U.S. economic outlook, and the implications for investors. In this blog, we turn to the views of Macquarie Bank. Their forecasts for the ASX100 are particularly noteworthy. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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ABC Nightlife: Interest rates
Roger Montgomery
December 14, 2022
Roger Montgomery joined Phil Clark on ABC Nightlife to discuss what lies ahead for the Australian property market. As anyone with a mortgage knows, the official cash rate is at 10-year high after eight consecutive month increases, so what is in store for 2023? Listen to the podcast here: ABC Nightlife 13 November 2022
by Roger Montgomery Posted in Value.able.
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How Goldman Sachs sees the outlook for the U.S. economy
Roger Montgomery
December 14, 2022
In a recent blog, we outlined the views of Goldman Sachs strategists on the Australian economic outlook, and the implications for investors. In this blog, we turn to the U.S. Given Goldman Sachs’s close relationship with the U.S. Federal Reserve, their views are certainly worth reading – particularly in relation to the likely direction of interest rates. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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How Goldman Sachs views the Australian economy
Roger Montgomery
December 13, 2022
Our small caps team recently met with strategists from Goldman Sachs and Macquarie Bank. We were keen to hear how these two investment banks view near-term trends for asset classes, and the Australian and U.S. economies. In this blog, we summarise the views of Goldman Sachs. A forthcoming blog will summarise those of Macquarie Bank. Continue…
by Roger Montgomery Posted in Market commentary.
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Signs of change in China
Michael Gollagher
December 12, 2022
In the past week we have seen an ever-growing number of news stories around China and the changing tide in their stance towards COVID-19. Since the early days of the pandemic, they have pursued a policy of Zero COVID. No matter the economic or social damage this caused, this was their policy. Continue…
by Michael Gollagher Posted in Market commentary.
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Will the FTC beat Microsoft and Buffett?
Roger Montgomery
December 9, 2022
Warren Buffett, often described as the world’s savviest investor began accumulating shares in Activision at around US$77 per share, through Berkshire Hathaway, in October and November of 2021. Continue…
by Roger Montgomery Posted in Companies.
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