Adviser news & insights
Insights 24 Feb 2022
Using ETFs to Time Markets
Exchange Traded Funds (ETFs) are often associated with passive investing but increasingly, investors are using them to actively manage their portfolios.
Insights 2 Sep 2020
Why Afterpay, Zip and BNPL share prices are crashing
Afterpay (ASX:APT), Zip (ASX:Z1P) and Sezzle (ASX:SZL) stocks fell Tuesday after PayPal unveiled a new BNPL product.
Insights 1 Sep 2020
Why is Sezzle’s (ASX:SZL) share price down today?
The Buy Now Pay Later stock saw its share price dive more than 10% today after releasing new profit results.
Insights 25 Aug 2020
The hits and misses from reporting season
COVID-19 might’ve lowered the bar for some investors, but there have been seen some surprising winners and losers from the lockdown.
Insights 31 Jul 2020
What’s up with the price of gold?
The gold price is high, but could it go even higher? Jessica Amir sits down with Nestegg to discuss the 5 major reasons for the record highs, and what we can expect down the track.
Insights 26 Jun 2020
Asset allocation in a post-pandemic world
In times of extreme volatility, it's more important than ever to ensure proper diversification, but the decisions made now will affect performance once we return to the status quo.
Insights 25 May 2020
Managed accounts in a post COVID-19 world
There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their portfolios after watching changes to the way we live our lives and asset valuations swing significantly in a matter of weeks.
Insights 25 May 2020
Coronavirus: The best and worst stocks on the Australian share market
It’s been a rough ride on financial markets lately, but one investment expert has revealed three things to watch out for to make money.
Insights 3 Apr 2020
Navigating uncharted waters
Resisting the urge to react to extraordinary movements in a volatile market can be difficult, however it’s important for investors not to lose sight of their long-term financial goals.
Insights 21 Feb 2020
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.
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 14 Feb 2020
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.