Investor Insights
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Buy Hold Sell: Is this the best small-cap on the ASX?
In this episode of Buy Hold Sell, Jessica Amir from Bell Direct hosts Roger Montgomery of Montgomery Investment Management and James Gerrish of Shaw & Partners to discuss four stocks: 1) A travel company that's divided market opinion, 2) A growth stock Roger has nominated as the “highest quality company in small-cap space” (but one James is avoiding), 3) A turnaround play in the energy sector, and 4) A beaten-down miner that James reckons has good prospects in 2020.
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Buy Hold Sell - Healthy strategies for infected markets
In this episode of Buy Hold Sell, Jessica Amir from Bell Direct hosts Roger Montgomery of Montgomery Investment Management and James Gerrish of Shaw & Partners who share their perspectives on which parts of the market may in fact stand to perform amid coronavirus. They also discuss how this pubic health emergency could intersect with central bank policy and how investors can navigate themselves and their portfolios through these kinds of ‘Black Swan’ events.
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10 most traded ETFs
2019 was a big year for the exchange-traded funds (ETF) market as it cracked $61 billion in assets and accelerated its lead over the listed investment companies and trusts sector in funds under management. Once thought of as a fad, it’s now clear that ETFs have come of age. Their rise has coincided with diminishing investor appetite in active investing, scrutiny over fees charged by stock pickers and unitholder fatigue over LICs and LITs whipsawing unpredictably between premiums and discounts. Pardon the pun, but it seems investors just want beta returns. As the ETF market booms, we thought it was worth looking at which products investors have been trading. Bell Direct has kindly provided their top 10 most transacted ETFs over 2019 to Livewire, and we got the broker’s Jessica Amir and Morningstar’s Tim Murphy to crunch the key takeouts from the data and provide some forward-looking commentary.