Bond markets signal caution – time to pay attention READ HERE to learn more.
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Why it pays to invest when Mr Market is feeling gloomy
Roger Montgomery
March 28, 2023
If you’re needing some encouragement to invest in this anxious market, take a look at historical share returns in the U.S. and Australia. Research going back almost 200 years has found that you have a 71 per cent chance of a positive return in the U.S. in any given year. And your odds are even better in Australia. What’s more, negative years, like we experienced in 2022, are usually followed by a positive one. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Australia – the outlier with a highly levered consumer
David Buckland
March 27, 2023
Early in 2022, the official cash rates for most English-speaking developed economies were at or around zero. This historical low too often pushed many investors, for fear of missing out, into speculating on things they may now have preferred to avoid. Continue…
by David Buckland Posted in Market commentary.
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Ausbiz: Risk of bank contagion in Australia overrated
Roger Montgomery
March 24, 2023
Roger joined Ausbiz to discuss the ripples that have been sent through the global financial system from the instability in U.S. and European banks. How high is the risk of contagion, is it over stated? Find out why Roger believes the problems seen with Silicon Valley Bank and Signature Bank are unique to the individual banks.
Watch the interview here: Risk of bank contagion in Australia overratedby Roger Montgomery Posted in On the Internet, TV Appearances.
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How to manage risk in your portfolio
Sean Sequeira
March 24, 2023
Most of us tend to be better at buying and holding stocks than we are at selling. After all, buying is the fun part – it’s when optimism is kicking in. But knowing how to sell is just as important when it comes to your returns. Because recycling capital into higher quality stocks with a lower downside risk is how you improve the quality of your portfolio. Continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Investing Education.
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Are today’s circumstances similar to the GFC?
Roger Montgomery
March 23, 2023
In this week’s video insight Roger reviews the current market situation, including the collapse of U.S. banks and in the fast-moving financial markets, while it may seem risky to rule out another GFC, the probability, upon an assessment of the odds, appears to be low.
Continue…by Roger Montgomery Posted in Editor's Pick, Video Insights.
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USA – turning $1 into $70,000 over 123 years – that’s 9.5% p.a.
David Buckland
March 22, 2023
Cantering through the Credit Suisse Returns Yearbook 2023, released about one month ago by the now defunct 166 year old bank, I came across some interesting data I wanted to share with you. Continue…
by David Buckland Posted in Market commentary.
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Volatility is the window to opportunity
Michael Gollagher
March 21, 2023
In the past fortnight we have seen the markets swing from a focus on interest rates and inflation, to the prospect of the stability of the Global Financial System post the failure of Silicon Valley and Signature Banks in the U.S. This has also made its way to Europe with turmoil surrounding Credit Suisse, and a subsequent financing package being supplied by the Swiss Central Bank to calm short term nerves around their stability and also a demonstration of Government’s willingness to act. Continue…
by Michael Gollagher Posted in Market commentary.
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ABC Nightlife: Economic growth but financial headwinds ahead?
Roger Montgomery
March 20, 2023
Roger joined Philip Clark on ABC Nightlife to discuss what to make of the Silicon Valley Bank collapse. Since 2008 banks have been operating in a world of ultra-low interest rates and periodic injections of electronic cash from central banks. What are the ramifications on our world markets? Listen to our interview here:
ABC Nightlife: Economic growth but financial headwinds ahead?by Roger Montgomery Posted in Radio.
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