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ABC The Business – Insights into Wesptac’s performance, RBA meeting, and Newcrest mining takeover
Roger Montgomery
November 7, 2023
During my recent interview on ABC’s The Business with Kirsten Aiken, I delved into several key topics. We explored Westpac’s (ASX: WBC) recent financial results, highlighting an overall improvement for the year, albeit with a slight decline from their first-half results. Additionally, we discussed the outlook in the context of the Reserve Bank of Australia’s (RBA) meeting and the consensus regarding potential rate increases. Furthermore, we touched upon the noteworthy takeover of Newcrest Mining by Newmont. Continue…
by Roger Montgomery Posted in Companies, Market commentary, TV Appearances.
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Private Credit: Where collateral is king
Dean Curnow
November 7, 2023
Private credit, in your author’s opinion, will feature in the top ten most used investment phrases for 2023. My BBQ conversations on weekends this year have gone from penny stock recommendations to weird and wonderful ways to get exposure to private markets, notably through credit. Continue…
by Dean Curnow Posted in Investing Education, Market commentary.
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Pressure from the IMF to raise rates further
Brett Craig
November 6, 2023
The International Monetary Fund (IMF) have called on the Reserve Bank of Australia (RBA) to raise interest rates further. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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Dividends do not make a good company – Part 1
Roger Montgomery
November 6, 2023
I once relished receiving my dividend when they were sent as cheques in the mail. I liked tearing along that perforated line and took delight in those that were especially large in comparison to the price I had paid for the shares. I remember my shares in Fleetwood, whose dividend cheques were equal to 20 to 27 per cent of the investment I made. How silly of me then to ever hold a view about dividends that would cut out the fun of opening those innocuous, white, windowed envelopes that arrived the letter box twice a year. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Ausbiz – Does the recent rally have legs?
Roger Montgomery
November 3, 2023
In this week’s interview with Ausbiz, I wanted to discuss the potential for a continued equity rally. I cited a report from a Canaccord strategist who believes the environment does set the stage for a further rally. This is partly because, in the strategist’s view, the U.S. economy will slow down very rapidly. In fact, they put the probability of a recession at 99.9 per cent, and with stocks outside of the Magnificent Seven already lower – the U.S. Bank equity index has already been smashed by 50 per cent – it’s way too late to be negative now. So is the bad news already priced in? Watch the full interview here Ausbiz – Does the recent rally have legs?
by Roger Montgomery Posted in Market commentary, TV Appearances.
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The dawning of a new financial era: The silver lining in rising interest rates
Roger Montgomery
November 3, 2023
There is much debate about whether rates will rise or fall or stay about here for some time – the latter being my personal stance and prediction. Irrespective of our own beliefs, I think we can all agree interest rates aren’t going back to the lows we saw when the U.S. Federal Reserve cut rates to zero, and our own Australian banks benefitted from the Reserve Bank of Australia’s (RBA) term funding facility, which provided three-year funding at 0.1 per cent. Continue…
by Roger Montgomery Posted in Economics, Market commentary.
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Demographic shifts over the balance of this decade
David Buckland
November 2, 2023
In this week’s video insight, I want to discuss two intriguing findings from Deutsche Bank’s report on global demographic shifts. Firstly, we’ll explore the substantial population growth in less developed regions and its potential implications. Secondly, we’ll delve into the aging population in developed markets, their dependence on government pensions, and the resulting consequences. Many commodities, both construction-related and agricultural, as well as healthcare should benefit from the aggressive shift in demographics. Continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
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Rally in the offing? Canaccord’s market strategist weighs in
Roger Montgomery
November 1, 2023
In a recent briefing, Canaccord’s seasoned stock market strategist outlined his perspective on the current market environment. Amidst concerns of an impending recession and financial stress, there’s a silver lining that might lead to a market rally. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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