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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Buy Hold Sell – 5 high growth ex-20 stocks
In this Buy Hold Sell episode hosted by Jessica Amir, we’ve invited Roger Montgomery of Montgomery Investment Management and James Gerrish of Shaw and Partners to opine on whether punters are making a mistake with 3 of the most traded mid-caps (based on Bell Direct trading data) among retail investors and to serve up their 2 best growth ideas in this area.
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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.
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Outlook for shares in 2020
According to the Chinese zodiac, 2020 is the Year of the Rat – a creature seen as a sign of wealth and surplus. However, as we settle into the New Year, many investors may well feel caught between a cat and a mousetrap as they hunt for returns in the sharemarket.
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Will 2020 be the year of infrastructure stocks?
With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to keep their economies ticking along, which bodes well for infrastructure stocks.
We expect that governments will boost economic activity in 2020 by either cutting taxes or bolstering public spending on large public infrastructure projects such as road and rail developments —and likely more of the latter.
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Best and worst stocks of the decade on the Australian share market
Savvy investors could have profited from “monumental gains”, while Jessica Amir gives her tips to cash in on the next booming share price.
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From the helm: BlackRock’s Michael McCorry
BlackRock’s Chief Investment Officer, Australia, Michael McCorry paves out what to expect in 2020, from not expecting 20% returns, to tilting towards cyclical stocks that will outperform from the rise of global growth and manufacturing. Plus, what Australia can expect from the May 2020 budget.
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With over 240 ETFs available, how do you select the right one?
ETFs of today now offer exposure to sectors and emerging investment themes far beyond the realms of the ASX200, providing investors endless choices. So how do investors select the right one for their portfolio?
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Bell Potter’s August Reporting Season highlights
The Bell Potter August 2019 Reporting Season Highlights have arrived. In this years' issue, the analysts look at Macquarie Group, Afterpay Touch Group, IOOF Holdings, Propel Funeral Partners, Bega Cheese Ltd, and Mesoblast.
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How to be part of the world’s biggest investment themes
ETFs are fast becoming a favourite for investors’ portfolios. In order to meet increasing investment demand, ETF providers are launching specialist ETFs that provide exposure to sectors and emerging investment themes, taking investors far beyond the realms of the ASX200.
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How Fixed Income can reduce your risk
For Australian investors, who are heavily invested into equities, many may not appreciate the benefits of fixed income, otherwise known as bonds.