The 36-year bond bull market is stretched and set for a serious nose dive, says Harvard University researcher, Paul Schmelzing.  Schmelzing says global inflation could trigger large losses on bond holdings, subpar growth in developed markets, and balance sheet risks for banks.  Continue…

by David Buckland Posted in Economics, Market commentary.

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In this interview with Ross Greenwood, David Buckland talks about the Trump inauguration and the impact on the American economy; what is the impact for the Australian market.

by David Buckland Posted in Radio.

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Since hitting a high of around $15 in mid-2016, McMillan Shakespeare (ASX: MMS) has fallen to around $11. At this price, and with a demonstrated ability to consistently earn high returns on equity, it seemed like a good candidate for inclusion in our portfolios. So we conducted some due diligence. The outcome is a must-read for all would-be investors. Continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick.

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Carsales (ASX: CAR) has an indirect investment in carconnect, a site that’s trying to disrupt the way new cars are sold in Australia. Many people dislike haggling with dealers, so carconnect has flipped the model to make dealers tender for your business online. Sounds great for buyers right? But what’s the potential upside for Carsales? Continue…

by Ben MacNevin Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Since early November 2016, owners of Australian bank shares have been heartened to see stock prices rise sharply.  But this could be as good as it gets – at least for a while – and it may be time for shareholders to take some profits and seek out opportunities in over-sold small and midcap companies. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Financial Services.

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As part of netwealth’s portfolio construction webinar series, I gave an hour long presentation to an audience last year on the “value investing” approach and what our investing framework looks like. To watch the webinar please click on following link, a copy of the slides used in the presentation are also freely available.

by Roger Montgomery Posted in Montgomery News and Updates.

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by Roger Montgomery's Team Posted in Old Content.

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