Archive: November, 2022

November 11, 2022

History shows us how rising rates affect equity returns

By Roger Montgomery

Instead of trying to speculate when the market will turn around, I think investors would be better off focusing on changes in interest rates. After all, history teaches us that changes in interest rates, and the extent to which rates rise beyond consensus estimates, are a major determinant of price-to-earnings (P/E) ratios and, therefore, sharemarket returns.
November 10, 2022

The Aura difference

By Dean Curnow

Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds.
November 2, 2022

IMDEX’s shifting business model

By Dominic Rose

  In this week’s video insight IMDEX’s (ASX: IMD) CEO Paul House joined Dominic Rose to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than the market was expecting despite all the macro doom and gloom. Paul House also discusses the businesses shifting business model and new products.

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