Blackmores reported a net profit decline of 47% for the six months to 31 December 2019. Are there tougher times ahead? ? Read here.
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Aussie cash rates down from 6.0% to 1.0% in the decade since the GFC
David Buckland
January 21, 2020
In this week’s video insight David reviews the low growth and low inflation environment we currently find ourselves in. This is attributable to four major factors which are structural in nature and are causing disruption across the Western world workforce. Together with casualisation and little growth in real wages, many people are logically feeling less secure. Are there any winners? Continue…
by David Buckland Posted in Editor's Pick, Video Insights.
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What really propelled the Aussie market in 2019?
Andreas Lundberg
January 20, 2020
Over the past 12 months, the soaring Australian share market has made most local investors feel pretty smart. However, for most part, it was falling interest rates, rather than rising company earnings, that kept the rally going. The question now is: how much longer can this bull market go? Continue…
by Andreas Lundberg Posted in Market commentary, Market Valuation.
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Montaka’s fourth quarter update
Andrew Macken
January 17, 2020
In this video Andrew shares a summary of Montaka’s Q4 2019 letter to investors. Discussing the view that the world is favourable for equities at the moment with monetary policies highly accommodative around the world. Andrew also shares a holding in the portfolio – Floor & Decor. Continue…
by Andrew Macken Posted in Global markets, Montgomery News and Updates, Video Insights.
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Exchanged Traded Products and Income: Same same but different?
Dean Curnow
January 16, 2020
Today, our markets are awash with ETFs, ETMFS, LICs and LITs. The beauty of these exchange traded products is that they offer investors instant diversification in a single trade. But they have some key differences. And it’s worth knowing what they are. Continue…
by Dean Curnow Posted in Financial Services.
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When unconventional policy becomes the convention
Andrew Macken
January 15, 2020
In the first days of the new calendar year, as the world braced itself for a potential war in Iran, Ben Bernanke, the former Chair of the Federal Reserve, gave a speech to the American Economic Association in San Diego. The topic? “The new tools of monetary policy”. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
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Atlas Arteria profits from negative rates
Joseph Kim
January 14, 2020
One of Shakespeare’s most famous quotes is “Neither a borrower nor a lender be.” But toll road operator, Atlas Arteria (ASX: ALX), may beg to differ. It’s just been paid to borrow €500 million in bonds. It makes you wonder: has there ever been a better time to borrow? Continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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What should we expect from the big four banks in 2020?
Stuart Jackson
January 13, 2020
In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9.5 per cent for the calendar year, less than half that of the broader market return of 23.8 per cent. Of the major banks the Commonwealth of Australia was the best performer delivering a total return of 16.9 per cent. Looking to 2020, the outlook is improving marginally relative to 2019 but remains challenging. What should we expect? Continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.
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Farewell 2019, Hello 2020
David Buckland
January 2, 2020
After recording an excellent performance in the June 2019 half-year, both the US Nasdaq and S&P 500 led the way in the December 2019 half-year with a return of 12.1 per cent and 9.8 per cent, respectively, for a return over calendar 2019 of 35.2 per cent (US Nasdaq) and 28.9 per cent (S&P 500). And this excludes dividends. Continue…
by David Buckland Posted in Economics, Market commentary.
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