• Three factors that drive private hospital profits: read here

What’s the conundrum investors face today?

 

What’s the conundrum investors face today?

In this week’s video insight, Roger discusses the conundrum investors face today, looking at two parts of the investment equation the economy and prices and other factors.

Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

INVEST WITH MONTGOMERY

Why every investor should read Roger’s book VALUE.ABLE

NOW FOR JUST $49.95

find out more

SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP


This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564) and may contain general financial advice that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking advice from a financial advisor if necessary.

2 Comments

  1. While watching this video, YouTube recommended me one of your video’s from almost exactly a year ago called ‘The Four Horseman of the Apocalypse: 16 November 2016′ ( https://www.youtube.com/watch?v=vaI9VJCWaNo ). You seem much more upbeat about the Australian economy’s prospects now one year later. Last year you gave us four factors which were showing ominous signs for the Australian economy which were : a housing bubble, excessive debt, current account deficit, and economic growth slowdown. To go through how (as it seems to me) each has changed since last year:
    Housing bubble – worse but maybe beginning to deflate
    Excessive debt – even more excessive
    Current account deficit – smaller but still significantly negative
    Economic growth slowdown – now a ‘Goldilocks’ economy ?
    Granted If we ignore the terrible retail spending and wage growth numbers, the other economic numbers seem quite good. Is this enough to change your tone on the future of the Australian economy, or does the somewhat dire video of last year still stand ?

    • Hi Peter, Yes currently the economic growth numbers appear to have improved. This may pick up as the RBA suggests or it may deteriorate if the pullback in housing construction is not taken up by resources and infrastructure spending. You may also be interested in Matt Barrie’s dissertation (although we agree with many aspects we don’t agree with all, and in fact, I have today met with those who gave evidence of a much brighter picture for the brain drain issue matt describes)… https://www.linkedin.com/pulse/australias-economy-house-cards-matt-barrie/

Post your comments