In a previous post, I outlined our thinking in respect of positioning the portfolio ahead of Brexit, particularly in regards to Henderson Group (ASX: HGG), which is the most direct exposure we have to the UK. Continue…

by Tim Kelley Posted in Companies, Global markets.

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In this interview with Ross Greenwood, David Buckland discusses low interest rates and a disappointing 12 months for the larger companies on the ASX. 

by Roger Montgomery Posted in Radio.

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As I write this column, the UK has voted to leave the European Union. According to relatives of members of my team living in London, Britons on the Tube are telling Eastern Europeans, “Time to pack your bags”.  The Dow is down over 5 per cent, Spain is down 12 per cent and some individual shares have fallen by more than 20 per cent. Continue…

by Roger Montgomery Posted in Global markets.

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In this week’s video insight Tim Kelley reflects on the 2016 financial year. How will the funds be positioned in the coming year?

by Tim Kelley Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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Australia’s population is ageing, yet the public and private hospital systems are growing at very different speeds. Public hospital beds grew by 1 per cent each year between 2010 and 2014, compared to 3 per cent annual growth in the private system. Increasing demand for hospital care will flow to operators that are expanding capacity, which means that major private hospital companies like Healthscope (ASX: HSO) and Ramsay Health Care (ASX: RHC) are well placed to grow earnings over the long term.
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by Ben MacNevin Posted in Health Care, Stocks We Like.

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If you have a self-managed super fund (SMSF), you know you’re in charge. Trustees are accountable for developing and implementing the fund’s investment strategy, and making all investment decisions. When preparing and reviewing your investment strategy, in addition to considering the personal circumstances of the fund members, you do need to consider diversification – how will the fund invest in a range of assets and asset classes. Continue…

by Scott Phillips Posted in Investing Education.

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In this week’s video insight Roger Montgomery comments on the EU referendum. How important is it to react to market noise?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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