Navigating uncharted watersInsights 3rd April 2020
Outlook for shares in 2020Insights 1st January 2020
Buy Hold Sell: Is this the best small-cap on the ASX?Insights 21st February 2020
Insights 10 Jan 2020
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.
Insights 18 Feb 2020
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.
Insights 6 Jan 2020
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.