Investor Insights

August 1, 2019

Five global themes we think will deliver strong returns

Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come. Here, I’d like to present five of them, and some strong businesses that are riding these industry tailwinds.
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July 31, 2019

Where is the market heading?

By Roger Montgomery

In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors.  Although, if we take a look overseas, there are a lot more opportunities.
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July 30, 2019

Super Cheap defies the retail gloom

By Roger Montgomery

Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing how to maintain margins, and fend off the digital disruptors. Exclusive Content This is exclusive content to subscribers on rogermontgomery. com.
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July 25, 2019

The case to invest globally just got stronger

By Roger Montgomery

Right now, there’s no shortage of analysts cautioning investors that equities are over-priced, given that many businesses are sitting on elevated, if not euphoric, multiples.  But looking more closely, is it the right time to switch out of cash and into global equities?
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July 24, 2019

Why it feels like our cost of living is rising

The Consumer Price Index (CPI) recorded no movement in the March quarter, and rose just rose 1. 3 per cent in the 12 months to the March quarter 2019. So why do so many Australians feel like life is getting dearer? Research by my former colleagues at Fidelity Investments might give the answer.
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July 18, 2019

Does Challenger’s recent announcement imply good news?

At an investor day in Sydney last month, newly-appointed CEO of Challenger (ASX: CGF), Richard Howes, announced something that any new CEO would rather not. Howes announced that he was abandoning the 18 per cent pre-tax Group normalised return-on-equity (ROE) target that had been held by the company for the last 15 years.
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July 15, 2019

Airbus Flying Past a Struggling Boeing

Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated.
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July 12, 2019

How valuable is Iluka Resources’ MAC royalty?

One mining company that does not get frequently mentioned despite being in the ASX 100 Index is Iluka Resources (ASX:ILU).  The company owns a significant asset known as the “MAC royalty” receiving an extremely lucrative royalty rate on  iron ore revenue generated from BHP’s Mining Area C mine.
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July 9, 2019

If rates are low forever, can asset prices fall?

By Roger Montgomery

There’s an increasing frequency of articles I have read suggesting that low rates are now a permanent feature of markets, as is the likelihood of central banks rescuing investors from themselves through the perpetual deployment of unconventional monetary policy tools.
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July 8, 2019

The two big themes for Aussie investors

By Roger Montgomery

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. Exposures to companies growing overseas makes sense.
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July 4, 2019

Equities not so expensive

Ahead of the July 4 holiday here in the US the local stock market has closed at a record high. But shares may not be any more expensive on average than they have been over the past decade.
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