Australian markets

Equities
Roger Montgomery

For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same period a year earlier, that ratio was three-to-two. Show More

Roger Montgomery

Is the current period of higher market volatility, which began in January, just a foretaste of a tougher investment landscape ahead? All the indicators point in that direction. Show More

Roger Montgomery

Right now, investors are facing two options: invest in the market’s momentum, while acknowledging that low returns are likely; or step aside, given the risk of low returns and higher volatility. Of late, we’ve chosen the latter option, as we are convinced it is the rational approach. But many investors... Show More