Investor Insights

April 7, 2020

What is the recent market strength telling us?

If the recent market rally has taken you by surprise, you’re not alone.   Since hitting a low around 23 March, the S&P/ASX200 Index has rebounded almost 20 per cent, despite a steady flow of grim health and economic news coming out of Europe and the US.  So does that mean the market has bottomed?
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April 7, 2020

Are we there yet?

By Roger Montgomery

That’s the question on many investors’ minds these days. And it’s certainly one that our team is starting to ponder as the prices of many high quality businesses become more reasonable. However, before we start investing significant amounts of our clients’ capital, there are four things we want to see.
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April 6, 2020

A V-shaped recovery looks increasingly unlikely

Investors holding on to a V-shaped recovery may have been heartened by the recent stock market rebound, but the shortest bear-to-bull market in history looks increasingly like a false start with more pain to come. It is becoming increasingly evident that economic data, not virus data, will be the key determinant of the shape of the recovery.
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April 3, 2020

Where to next?

By Roger Montgomery

To describe recent market volatility as high is to understate the facts.   Since the peak on February 19, the US market has registered the most rapid sell-off ever, its biggest three-day gain since the 1930s, the biggest one-day percentage gain since 1933 and the second ever largest one-day fall.
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April 2, 2020

Is it time to be get back in?

By Roger Montgomery

With so many companies now trading at cut-price valuations, many of our readers are asking whether it’s time to start buying again.  Over the past six weeks many companies are down.   And some of them are very high quality indeed.  A new reality exists, and one with the same opportunities as 1987.
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March 30, 2020

Global Webinar follow up FAQs

The world of global equities changed quite dramatically over the past few weeks, as markets corrected from record highs and investors look to weigh up the potential buying opportunities. In a recent discussion with our investors, a series of common questions are answered here.   1. How has the selloff impacted the performance of your funds?
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March 30, 2020

Three small cap retailers to watch

By Dominic Rose

Small cap discretionary retailers have been among the biggest losers in this market rout.   But, sifting through the wreckage, we’ve found some great businesses that could bounce strongly if the worst-case scenario being priced in by the market turns out better than expected.
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March 26, 2020

US Economy Risen by Easter?

Earlier this week US President Donald Trump started to raise hopes that restrictive measures being taken to slow the spread of the novel coronavirus would be lifted soon and the economy would be restarted by Easter. Short of a miracle, we can’t see this happening.
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March 23, 2020

How should you think about cash?

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision.
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March 23, 2020

The market doesn’t care what price you paid

Recency bias – that is, the tendency to overweight recent events – is a pernicious cognitive bias when investing. Being mindful of the effects of recency bias is the first step to enabling better decision making in the stock market, particularly during periods of heightened volatility.
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