-
WHITEPAPERS
Interest rates, the best it gets. It’s time to deploy cash
Roger Montgomery
March 7, 2024
In the ever-changing landscape of financial markets, 2023 defied expectations, with highly anticipated recessions in Australia and the U.S. failing to materialise. But the macroeconomic insights of Gavekal Research, from all the way back to 1978 – that innovative growth stocks with pricing power do well amid disinflation and positive economic growth –, has proven consistently prescient. Continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
- save this article
- POSTED IN Editor's Pick, Whitepapers.
-
Pilbara Minerals: the ASX’s most shorted stock, yet poised for long-term success?
Daniel Chan
March 19, 2024
As a low-cost and long-life spodumene producer (spodumene is a raw material used to produce lithium for batteries in your phone, e-bike and electric vehicles (EVs), Pilbara Minerals (ASX:PLS) is one of the highest quality single commodity miners on the ASX. The share price has been punished recently, with the spodumene price falling from over U.S.$8,000 per tonne to below U.S.$1,000 per tonne in just over 12 months. Continue…
by Daniel Chan Posted in Companies, Editor's Pick, Stocks We Like.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like.
-
Australia’s recession: GDP per capita records three consecutive negative quarters
David Buckland
March 6, 2024
Attending my undergraduate degree in the early 1980s, there was a big focus on gross domestic product (GDP) per capita. This meant economists took out the often-large stimulus from a rising population, and analysis was done over the population of the day. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Market commentary.
-
What! How much do you need for a comfortable retirement?
Roger Montgomery
March 15, 2024
New spending figures published by the Association of Superannuation Fund of Australia (ASFA) define what it means to be comfortable in retirement. And while their numbers are well above the current age pension payments, I am not sure even those elevated numbers realistically measure up to what many, if not most, people would describe as comfortable. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick.
- 6 Comments
- save this article
- 6
- POSTED IN Economics, Editor's Pick.
-
Why small cap companies are poised for growth in 2024
Roger Montgomery
April 12, 2024
In this week’s video insight, I delve into the promising realm of small cap companies for 2024, a sector where I’ve maintained a bullish stance since November 2022. The Small Ordinaries Index and the S&P600 Small Cap Index have shown noteworthy gains, underscoring the potential that these companies hold in a recovering economy. As global economic indicators signal a gradual improvement and the potential for a disinflationary boom, the stage is set for innovative small caps to thrive, especially with interest rates poised for a cut. Continue…
by Roger Montgomery Posted in Small Caps, Video Insights.
- save this article
- POSTED IN Small Caps, Video Insights.
-
If you don’t already own Nvidia, should you buy it?
Roger Montgomery
April 16, 2024
After the disaster for equity markets in 2022, calendar 2023 saw investors return to rewarding robust fundamentals, but only for a very narrow band of companies. Perhaps it was the fear of further rate rises or the fear of recession, but investors concentrated their bets on only the most liquid securities, those of mega cap companies. Continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
-
A review of the Australian private credit market in 2023
Dean Curnow
March 4, 2024
2023 marked a year of both challenges and opportunities for the Australian private credit market. On the one hand, the tighter credit conditions in the first half of the year saw decreased activity in mergers and acquisitions (M&A), project finance and real estate development financing. On the other, the latter part of the year boasted a more stable interest rate and inflation outlook, as well as improved credit margins, supporting more resilient private credit portfolios.
by Dean Curnow Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Audinate Group: the growth worth listening to
Michael Gollagher
February 26, 2024
As we sift through the results from our companies over the first reporting season of the year, we watch with great interest as the market is reminded that company fundamental results still matter. We have seen macroeconomic speculation influencing market returns and share prices significantly over the last 18 months, rather than, in some cases, consideration for the fundamental changes occurring within some companies at a base level. Continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
- 2 Comments
- save this article
- 2
- POSTED IN Companies, Editor's Pick, Stocks We Like.
-
Why we think Hub24 is a quality growing company
Michael Gollagher
April 23, 2024
The Australian superannuation system is often seen as one of the envies of the world. With assets totalling $3.7 trillion, our system is the fourth largest in the world and grew by 10 per cent over 2023 from a combination of contributions made to superannuation and underlying investment performance. Continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like.
-
The USA has had one budget surplus in 23 years. Is the debt to GDP path unsustainable?
David Buckland
February 22, 2024
In the past 23 years, the U.S. has produced one budget surplus (fiscal 2001) and 22 budget deficits. The past four budget deficits, from fiscal 2020 to fiscal 2023, inclusively have seen an aggregate budget deficit of $9.0 trillion and an average annual budget deficit of U.S.$2.25 trillion. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Market commentary.
Watch my latest video insight on HOW PRIVATE CREDIT FUNDS CAN BE YOUR ALLY DURING AUSTRALIA’S COST OF LIVING CRISIS WATCH NOW