One type of competitive advantage that we find particularly compelling is the customer moat. Businesses with a strong customer moat – like Amazon and REA Group – create value for their customers, making them highly durable investments over the long term. Continue…

by Scott Shuttleworth Posted in Investing Education.

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As we pass through another financial year we can stop, record the data and reflect on what has transpired to try make sense of it. Reflecting on this financial year just past, it may be helpful to look at the returns of the major asset classes over this year and then for the last 20. Morningstar produce a neat checker board visual (Chart 1) for each of the major asset classes that Australian investors typically invest in. The glaringly obvious admission here is direct residential property but let’s not let that stop us. Continue…

by Scott Phillips Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Central banks could soon end their bond buying activities, thereby unwinding quantitative easing. Should this occur, real interest rates would again be driven by the normal forces of supply and demand. And this could affect stock valuations. Continue…

by Stuart Jackson Posted in Financial Services, Market commentary.

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David Buckland joined Ross Greenwood on Money News where he discussed BHP and the market.

by David Buckland Posted in Radio.

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Today, there are over 1.2 billion vehicles on the world’s roads. Which means that the advent of autonomous vehicles is going to have a profound effect. Who will be the winners from this new, disruptive technology? Who will be the losers? And what changes are we likely to see?
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by Lisa Fedorenko Posted in Manufacturing.

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In this week’s video insight David discusses the 2017 financial year in regards to global equity investors.

by David Buckland Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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