We were interested by the overnight news that Australia’s four biggest banks have had their long-term credit rating downgraded. Downgraded rating = higher funding costs = higher mortgage rates = mortgage stress? Continue…

by Roger Montgomery Posted in Financial Services.

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When my son, Jack, aged eight, wanted an ice cream from the kiosk a few weeks back – the cost being $3.80 (yes, wow!) – I said to him, “if you can tell me how much change you’ll get from a $10 note, then I’m happy to buy it for you”. To which he replied, “don’t be silly dad, you don’t need to know that when you use payWave!” Continue…

by Scott Phillips Posted in Insightful Insights.

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In this article for Professional Planner, Roger discusses how the population of real-estate experts has grown so much faster than the Australian population itself. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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Consumer spending has risen strongly in the past year, spurred on by property owners feeling richer due to higher house prices. This is called the household wealth effect. But with house prices looking toppy, should retailers – and investors – be concerned about the effects of a property market correction? Continue…

by Andreas Lundberg Posted in Consumer discretionary, Property.

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In this radio program with Philip Clark, Roger discusses the sectors of the Australian economy that are in trouble drawing on what the problem is and what it means for Australian investors. Listen here.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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These highlights from Your Money Your Call, broadcast on Sky Business feature Montgomery CIO Roger Montgomery.

by Roger Montgomery Posted in TV Appearances.

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Last year saw a ‘junk rally’ in equity markets: higher quality businesses delivered generally weaker returns, while lower quality businesses did better. This made it hard for fund managers like us – who are wedded to the high-quality end of the market – to keep up with the benchmark. Is our adherence to quality, through thick and thin, the right approach? We think so, and the research bears this out. Continue…

by Tim Kelley Posted in Market commentary.

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