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History shows us how rising rates affect equity returns
Roger Montgomery
November 11, 2022
Instead of trying to speculate when the market will turn around, I think investors would be better off focusing on changes in interest rates. After all, history teaches us that changes in interest rates, and the extent to which rates rise beyond consensus estimates, are a major determinant of price-to-earnings (P/E) ratios and, therefore, sharemarket returns. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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The Aura difference
Dean Curnow
November 10, 2022
Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds. Continue…
by Dean Curnow Posted in Aura Group, Investing Education.
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How to be an investor in the ETF and managed fund worlds
Roger Montgomery
November 9, 2022
Rod Myer published an article in The New Daily discussing why investing in an ETF is not a magic formula for success. Rod draws on Roger’s thoughts on why you want to be investing in a theme that is unpopular or when investing overall is unpopular. Read the article: How to be an investor in the ETF and managed fund worlds
by Roger Montgomery Posted in On the Internet.
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What does the past tell us about inflation expectations?
David Buckland
November 9, 2022
In this week’s video insight David dicusses the official cash rates, noting that by historical standards they are still very low. It’s important for investors to think about the world before the low inflation rates of the 2010s decade, and simply accept that inflationary expectations may halve from around 8 per cent to 4 per cent but may not necessarily get a lot lower. Continue…
by David Buckland Posted in Video Insights.
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Don’t get too comfortable: Bridgewater says there’s more pain ahead
Roger Montgomery
November 8, 2022
With U.S. and Australian equities having fallen for almost a year, many investors are starting to wonder if this bear market is coming to an end. After all, the average length of a bear market is 9.5 months, according to Investopedia. So, we’re getting close, right? Apparently not, say the analysts at Bridgewater Associates, the giant hedge fund started by Ray Dalio. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Iron ore tumbles on China woes despite robust outlook
Sean Sequeira
November 7, 2022
Lachlan Buur-Jensen published an article in The Inside Investor discussing why iron ore prices have fallen to levels not seen since the onset of the pandemic as global steel demand, particularly from China, begins to waver. Lachlan draws on Sean Sequeira’s thoughts on the longer-term outlook amid increasing inflation pressures and his view on Rio Tinto. Read the article: Iron ore tumbles on China woes despite robust outlook
by Sean Sequeira Posted in On the Internet.
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A framework for making good investment decisions
Roger Montgomery
November 7, 2022
Warren Buffet has famously advised that “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What’s needed is a sound framework for making decisions and the ability to keep emotions from corroding that framework.” In this article, I’ve provided a basic framework to help you make sound investment decisions. Continue…
by Roger Montgomery Posted in Investing Education.
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Aura Private Credit: Letter to investors 4 November 2022
Brett Craig
November 4, 2022
This week, the Reserve Bank of Australia increased the Cash Rate by 25 basis points to 2.85 per cent and provided insight to the boards discussions surrounding future decisions. Continue…
by Brett Craig Posted in Aura Group.
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