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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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Shopping for luxury returns – A look into Cettire
Roger Montgomery
November 1, 2023
Cettire (ASX:CTT), was launched in 2017, and is a global online retailer, offering more than 2,500 luxury brands and 500,000 personal luxury goods via its website, cettire.com. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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The impact of ongoing inflationary pressure
Brett Craig
October 31, 2023
The quarterly consumer price index rose 1.2 per cent over the September quarter and 5.4 per cent over the last 12 months. The quarterly result is higher than the 0.8 per cent rise reported in June, however the annual consumer price index (CPI) headline figure has dropped from 6.0 per cent. The September results are still well above the 2 – 3 per cent target range. The Reserve Bank of Australia (RBA) has flagged that the return to target could be slower than their current forecasts. Additionally, they have clearly articulated that they will not hesitate to increase the interest rate further, should there be a material upwards revision to the outlook for inflation. Continue…
by Brett Craig Posted in Aura Group.
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Super Retail Group’s sales are tracking ahead of analysts’ estimates
Roger Montgomery
October 31, 2023
It’s annual general meeting (AGM) season and our teams are furiously note-taking at dozens of company briefings where the opportunity to provide analysts with an update on trading conditions over the months of September and October is taken seriously. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.
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MEDIA
Ausbiz – The last call
Roger Montgomery
October 30, 2023
Last week, I participated in Ausbiz’s ‘The last call,’ a casual panel chat where we discussed our current perspectives on both the Australian and global markets. We also delved into the topic of the ‘magnificent seven,’ with a particular focus on their integration of AI into their products. Additionally, we explored how investors should approach investments in the AI sector. If you’re interested in learning more, I encourage you to listen to the full panel discussion where we covered even more insights. You can watch the discussion here: The last call
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
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The MG EV that blew up downstream
Roger Montgomery
October 30, 2023
While investors in electric vehicle (EV) themed companies debate long-term forecasts for the price of lithium and the pace of EV adoption, the downstream impacts of that adoption may produce more interesting investment conclusions. It’s a side to the EV story that remains largely ignored by the mainstream investment narrative. Continue…
by Roger Montgomery Posted in Energy / Resources, Market commentary.
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Big Australia policy fuelling inflation and a housing crisis
Roger Montgomery
October 27, 2023
Post-pandemic Australia is experiencing a remarkable surge in its population. Predominantly driven by a sharp incline in net migration after border restrictions were lifted, this boom, which of course brings more customers for businesses, also puts pressure on prices, entrenches inflation when supply is unable to keep up and poses essential questions for the country’s housing sector. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Property.
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