by Roger Montgomery's Team Posted in Old Content.

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One of the drivers behind the recent bank rally has been a perception we are over the worst of the risks around increasing regulatory capital requirements. But are we? A report card from the Basel Committee on Banking Supervision indicates this view might be a little premature. If so, there could be ramifications for banks and property investors alike. Continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services.

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by Roger Montgomery's Team Posted in Old Content.

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So far, Aldi has had a relatively small impact on Coles and Woolworths.  But that is set to change as the German retailer continues its expansion strategy.  In the longer term, we expect to see their returns on capital decline.  If that occurs, it will translate into lower shareholder returns. Continue…

by Scott Shuttleworth Posted in Companies.

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In this interview with Ross Greenwood, Stuart Jackson discusses investors chasing dividend yields.

by Stuart Jackson Posted in Radio.

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When problems get more complex, considering a broader range of outcomes and actions can lead to better end results.

by Lisa Fedorenko Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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The law of unintended consequences states that actions – particularly by government – can have adverse effects that are unanticipated or unintended. This law could soon play out as a result of lending restrictions placed on the major banks by the Australian Prudential Regulation Authority (APRA). Continue…

by Stuart Jackson Posted in Market commentary.

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