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Portfolio Puzzle
Tim Kelley
November 26, 2018
Here’s a quick test to get your week started. It’s not the sort of test that necessarily has a right or wrong answer, so don’t spend too much time trying to nut it out, but take a look at the stock portfolio set out below: Continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
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Navigating Choppy Markets
Tim Kelley
October 29, 2018
October has been unkind to equity investments. As I write, the ASX200 is down more than 8 per cent month to date, and most global indices show similar numbers. At a time like this, concepts that previously seemed theoretical become much more tangible, and investor focus naturally shifts from return to risk. Continue…
by Tim Kelley Posted in Market commentary.
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Components of a recession
Joseph Kim
November 30, 2018
Given the recent movements in global financial markets, including greater volatility and proliferation of warnings concerning the next recession, I felt it was worth highlighting one of the more interesting research pieces I have read recently by JP Morgan’s Global team for a broader macro perspective on how asset prices move in a recession / financial crisis. Continue…
by Joseph Kim Posted in Market commentary.
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Name those stocks, revealed
Christopher Demasi
December 21, 2018
Thank you for sending in your guesses to my previous post, name those stocks… and their multiples. It’s time I reveal the answers and how you can use them to reflect on the madness of markets. Continue…
by Christopher Demasi Posted in Investing Education.
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The big global issues facing investors today
Andrew Macken
November 30, 2018
After several years of plain sailing, investors are now having to contend with global markets that are far more risky. These market conditions have been created by an almost perfect storm of global issues. While the issues are out of our control, there are important steps we can take when making investment decisions. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
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Is our market lulled into a false sense of security?
Roger Montgomery
October 22, 2018
One look at the best performers on the ASX tells you the market is sanguine about risk. How else to explain the soaring valuations of companies like Afterpay, Appen and Altium? I fear this is the calm before the storm, and today’s high returns and low volatility might soon make way for lower returns and higher volatility. Continue…
by Roger Montgomery Posted in Market commentary.
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Name those stocks…and their multiples
Christopher Demasi
December 14, 2018
Andrew Macken recently wrote about the disconnect (my words, not his) that he is seeing in the way the stock market is valuing Facebook, compared to a lot of stocks in the Australian domestic share market that are perceived to be high quality and high growth. Today I want to do something similar, and I want our readers to take part. Continue…
by Christopher Demasi Posted in Investing Education.
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Valuing the Future
George Hadjia
November 28, 2018
Buy low and sell high, the adage goes. While equity markets might be expected to deliver a healthy average return over time, history shows that the performance of the market in any given year is likely to vary materially from this average. In other words, there should be plenty of opportunities to buy low and sell high. But is investing so easy? Continue…
by George Hadjia Posted in Investing Education.
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WE WISH YOU A MERRY CHRISTMAS
Roger Montgomery
December 21, 2018
As the team at Montgomery heads off for the holiday season to spend time with friends and family, we wanted to wish you all a happy, safe and relaxing Christmas. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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A “pullback” or a “serious bear market”?
David Buckland
November 8, 2018
Over the past five decades the share-market, as measured by the US S&P 500 Index, has recorded 24 “pullbacks” exceeding ten percentage points. On six of these occasions, or one in four of the “pullbacks”, we have witnessed a “serious bear market”, or a decline exceeding 25 per cent, as illustrated in the table below. Continue…
by David Buckland Posted in Market commentary.
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What might be the catalyst to provide investors with an opportunity in 2019? Catch up on Roger’s latest video insight, watch here
