According to the IMF, “Among the globally systemically important banks, Deutsche Bank (DB) appears to be the most important net contributor to systemic risk”. So the news engulfing Deutsche Bank is a big concern for global markets – or at least it should be. Continue…

by David Buckland Posted in Financial Services, Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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The Montgomery funds have emerged from reporting season with a new investment – Ramsay Health Care (ASX: RHC). Ramsay is one of the top private hospital operators in the world. It’s been a stellar performer on the ASX and, in its recent financial report, signalled more solid growth to come.

by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.

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Healthscope (HSO), Ramsay (RHC)

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Arguably the greatest risk to investors today is an under appreciation of how significant a change in bond interest rates will be. And these rates can change even if central banks don’t raise their own short-term offerings. So discussions about what the US Federal Reserve bank does with the fed funds rate, or the Reserve Bank of Australia through its own open market operations, aren’t particularly helpful. Continue…

by Roger Montgomery Posted in Global markets.

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bonds, GFC

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In this interview with Ross Greenwood, David discusses how larger companies are attracting shareholders with yield, while smaller companies are still finding growth. 

by David Buckland Posted in Radio.

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At Montgomery, our investment approach is strongly evidence based.  We look for quality businesses with a history of positive earnings, and we steer away from those with negative earnings even when there is a ‘great turnaround story’ to tell. It means we sometimes miss out on making super-normal gains.  But, more often, it means we avoid being disappointed when a hockey-stick forecast falls flat. Continue…

by Tim Kelley Posted in Market commentary.

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TPG’s results to 31 July 2016 provided the market with its first full 6-month period snapshot of the company including the iiNet acquisition.

by Stuart Jackson Posted in Editor's Pick, Video Insights.

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TPG

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by Roger Montgomery's Team Posted in Old Content.

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