Bond markets signal caution – time to pay attention READ HERE to learn more.
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In support of the bulls
Roger Montgomery
August 31, 2023
We’ve recently shared several posts, and appeared in the odd media interview, explaining why equity investors might have cause to pause. After a significant rally in the U.S. S&P500, there are several reasons why we anticipate a sell-off in equities in the upcoming days and weeks. However, markets consist of both buyers and sellers. To provide a more balanced perspective, in this article we delve in the reasons behavioural finance experts believe the U.S. equity market rally might persist until the year’s end. Continue…
by Roger Montgomery Posted in Market commentary.
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Wrapping up the 2023 financial year reporting season: A mix of resilience and uncertainty
Roger Montgomery
August 30, 2023
In this week’s video insight, Roger Montgomery delves into the recently concluded 2023 financial year reporting season which presented a mixed picture. Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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MEDIA
ABC nightlife: Latest news in finance
Roger Montgomery
August 30, 2023
Roger Montgomery, Founder and Chairman joined Phillip Clark from ABC Nightlife to discuss the reporting season so far, including the huge profits being announced by Qantas and the supermarkets. They also discuss the slowdown of the Chinese economy and how Baby Boomers will have to change their investment mix to shift away from growth to income producing investments such as private credit. Listen to the podcast here: ABC Nightlife 29 August 2023
by Roger Montgomery Posted in Radio.
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Private Credit outclassing the asset classes
Roger Montgomery
August 30, 2023
Every six months, Morningstar assembles its Annual Asset Class Returns “gameboard” (Figure1.). The matrix displays the performance of seven major asset classes over the last 20 financial years to 30 June 2023. While the compilation doesn’t offer much by way of predictive value, its usefulness is in its educational content. Continue…
by Roger Montgomery Posted in Aura Group, Market commentary.
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The appalling treatment of Australia: high airfares, Qantas’ anti-competitive behaviour, and nepotism
Roger Montgomery
August 29, 2023
The skies above Australia have long symbolised freedom, exploration, and connection. Yet, in recent years, these skies have become shrouded in clouds of anti-competitive behaviour, sky-high airfares, and nepotism, threatening the very essence of Australia’s aviation industry. Continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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The great Australian shift: A new dawn for income investment
Roger Montgomery
August 29, 2023
Last week’s ‘Intergenerational Report 2023’ released by Treasurer Jim Chalmers, underscores a pivotal shift: as Australia ages, the market emphasis will transition from capital growth to income. Sophisticated investors, take note. Continue…
by Roger Montgomery Posted in Market commentary.
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China wakes up, but is the nightmare just beginning?
Roger Montgomery
August 28, 2023
I have long ignored the reported vicissitudes of China’s economy, unable to reconcile the fact their gross domestic product (GDP) data – obtained from an impossibly large and disparate country – is released more quickly at the end of each month than the U.S. and the data is rarely, if ever, subsequently amended or adjusted. They get it right the first time, every time. A quick look at the piles of junked Chinese products at the local waste disposal centre quickly disabuses one of any belief in China’s systems producing data that is right the first time every time. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Global markets.
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Altium – A quality stock with excellent momentum
David Buckland
August 25, 2023
In this week’s video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the investment landscape surrounding Altium (ASX:ALU). The discussion delves into Altium’s historical performance, its emphasis on quality, and its ambitious growth aspirations. Through an exploration of Altium’s positioning, management consistency, and recent achievements, this discussion underscores the significance of these factors in evaluating the company’s investment potential. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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