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Ausbiz – “There’s a good reason the S&P/ASX200 has gone nowhere in 16 years…”
Roger Montgomery
October 26, 2023
In last week’s interview with Ausbiz, I wanted to give my view on the stagnant performance of the ASX 200 over the last 16 years due to Australia’s tax-incentivised dividend policies. I also wanted to highlight how this approach leaves little for reinvestment, leading to flat returns. We delved into more insights during the interview, so if you want to hear the full discussion, have a listen to it here: There’s a good reason the S&P/ASX200 has gone nowhere in 16 years…
by Roger Montgomery Posted in Market commentary, TV Appearances.
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Is it time to reconsider investing in an ASX 200 ETF?
Roger Montgomery
October 26, 2023
In this week’s video insight, I explore why the Australian S&P/ASX 200 index has shown no capital growth in the last 16 years. Australia’s taxation system is a unique creature. It heavily incentivises dividends mainly through the mechanism of franking credits. But is it time to reconsider some of your investments? Continue…
by Roger Montgomery Posted in Global markets, Market commentary, Video Insights.
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ABC Nightlife – Investing and the share market
Roger Montgomery
October 25, 2023
In this week’s interview on ABC Nightlife, I joined Phillip Clark as we delved into the intricate world of interest rates, with a particular focus on their current trends, the notable volatility they’ve experienced, and the subsequent impact on Australian assets. Additionally, I shared my perspectives on the dynamic landscape of private equity, exploring its role in diversifying investment portfolios and assessing its potential within the Australian market. We also had the opportunity to field live questions from the audience, spanning a diverse range of financial topics. Have a listen to the full interview here: Investing and the share market
by Roger Montgomery Posted in Radio.
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Paul Tudor Jones another bearish investor publicises their concerns
Roger Montgomery
October 25, 2023
A conga-line of commentators have spoken out about the risks associated with equity markets right now. Many of the dangers cited are, however, already well known and, in some cases, have been in existence for years if not decades. Relying on these conditions to inspire a market sell-off is tantamount to predicting when other investors will also start to worry about them. Given they are already in existence and well known, guessing when, and if, sentiment will shift and broadly agree with the commentators highlighting the issue is prone to error. Continue…
by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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There’s a good reason the S&P/ASX200 has gone nowhere in 16 years.
Roger Montgomery
October 24, 2023
Yes, to elaborate on the title, there is a good reason as to why the S&P/ASX 200 has gone nowhere in 16 years. As is seen in the table below, from November 2007 to October 2023, there has been no capital gain. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Does the long-term outlook for Nick Scali remain strong?
Roger Montgomery
October 24, 2023
Nick Scali Limited (ASX: NCK), a leading player in the furniture industry, and among a handful of ASX-listed companies we would rank as “A1” in terms of quality, demonstrated confidence in its financial and strategic trajectory during its recent Annual General Meeting, shrugging off concerns over the post-pandemic economic landscape. Continue…
by Roger Montgomery Posted in Companies, Market commentary, Stocks We Like.
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How Deterra Royalties provides exposure to the mining industry with less volatility
Sean Sequeira
October 23, 2023
In the most traditional sense, mining companies are highly cyclical and require careful analysis by investors to avoid buying and selling at the wrong time. However, Deterra Royalties (ASX: DRR) provides exposure to the mining industry with much less volatility than owning a mining stock. Continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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How do the Aura Private Credit strategies differ from residential mortgage-backed securities?
Brett Craig
October 20, 2023
Securitisation plays a pivotal role in the global financial landscape, providing investors access to diversified pools of loan exposures, while allowing lenders to optimise their capital structure. Among the various types of securitisation products, residential mortgage-backed securities (RMBS) and private warehouse securitisations stand out as prominent categories in the Australian market. The Aura Private Credit strategy structure and invest in the latter, partnering with Australian small and medium sized business lenders. This week, we delve into the high-level differences between these two investment options. Continue…
by Brett Craig Posted in Aura Group.
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