After a few tough months, Australia is starting to come out of hibernation, and investors are looking ahead – as reflected in our rebounding sharemarket. But they’ll need to be selective in their stock selections, because some businesses will do far better than others in our post-lockdown world.

Much has been written about the unprecedented size and scale of the actions taken by the U. S. Federal Reserve Bank in recent weeks to support the U. S. economy and markets. Starting with cutting interest rates by 150 basis points to 0 per cent, promising to purchase an “unlimited” amount of U. S.

Whether you’re currently on the bear case or the bull case for global and Australian equities, we think investors need to be using this once-in-a-decade sell off to reset portfolios towards quality businesses, like some of the ones we discuss below. Exclusive Content This is exclusive content to subscribers on rogermontgomery. com.

States around the US have begun putting their hands up to be some of the first to trial reopening their economies. Nationally, the US leads the world in infections and deaths due to COVID-19, and by some margin.

It should come as no secret that Australian companies are paying very high dividends in comparison to international companies.