Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.
-
‘New normal’ just a fad that could hurt retirees’ plans
Roger Montgomery
September 15, 2016
Retirees are in danger of seeing their investment portfolios meaningfully and detrimentally impacted by an unwinding of the latest fad. That fad can be named “expensive defensives” and there are valid reasons for the development of this fad. Indeed many are calling it the “new normal”. But it is just a fad and one that, like all fads, will end. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedinterest rates- 4 Comments
- save this article
- 4
-
POSTED IN Editor's Pick, Market commentary.Taggedinterest rates
-
-
-
MEDIA
Economic growth
Roger Montgomery
September 13, 2016
In this interview with Ross Greenwood, Roger discusses China’s infrastructure investments and future prospects for economic growth.
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Apartments to collapse in six weeks. Really?
Roger Montgomery
September 13, 2016
We don’t believe anyone can be so precise about the market prices for any asset class. Continue…
by Roger Montgomery Posted in Property.
- 2 Comments
- save this article
- 2
- POSTED IN Property.
-
No Dividends for You!
Roger Montgomery
September 13, 2016
Just when you thought it was safe to ignore market volatility, sit back and milk those regular bank dividends, comes a timely warning from my friend and AFR Contributing Editor, Chris Joye. Whether you agree or disagree doesn’t matter. But woe to you, bank shareholders, who don’t understand what his musings mean for your belief in the enduring power of Aussie bank shares to sustain your retirement income and lifestyle. His latest missive sounds like a wake-up call to catatonic bank dividend collectors. Continue…
by Roger Montgomery Posted in Market commentary.
Taggeddividends- save this article
-
POSTED IN Market commentary.Taggeddividends
-
Market Correction? What to do next.
Roger Montgomery
September 12, 2016
We all know that major corrections in the stock market occur more frequently than academic models suggest and more frequently than we would like. The question of course is not ‘if’ the market will correct but ‘when’? Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
Taggedalternatives, market neutral- 13 Comments
- save this article
- 13
-
POSTED IN Editor's Pick, Market commentary.Taggedalternatives, market neutral
-
We’d like to sing the praises of Chorus Limited
Tim Kelley
September 12, 2016
One investment that has served us well over the past year is a holding in Chorus Limited (ASX: CNU) – the owner of New Zealand’s copper telecommunications network, and a major player in the construction of New Zealand’s Ultrafast Broadband Project – New Zealand’s equivalent of the NBN. Continue…
by Tim Kelley Posted in Companies.
TaggedChorus (CNU)- save this article
-
POSTED IN Companies.TaggedChorus (CNU)
