Last week a number of companies assembled at the Morgan Stanley Global Consumer & Retail Conference in New York. The conference afforded the Montaka team an opportunity to hear from a range of companies, keeping our finger on the pulse of the U.S. consumer, as well as scouting for new investment ideas. Here are a few notable insights from the companies we heard from.

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by George Hadjia Posted in Global markets.

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Disruption through global uncertainty and trade conflicts has stirred much of Asia and Europe recently. Germany, the largest and most influential European economy, narrowly avoided technical recession in Q3, expanding its economy by just 0.1 per cent after a 0.2 per cent contraction in Q2. Continue…

by Lachlan Mackay Posted in Global markets.

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UK Macroeconomic Strategist Michael Wilson has penned an interesting piece entitled “Involution” which came across my desk. It was interesting enough that I thought it worth sharing in its entirety. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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Last week’s employment report from the U.S. Bureau of Labor Statistics revealed that the U.S. economy added 266,000 jobs in November, smashing economist expectations of 187,000. The unemployment rate dipped to a record low of 3.5 percent – the 21^st consecutive month of sub-4 percent unemployment – while wages grew a robust 3.1 per cent from a year ago. Continue…

by Daniel Wu Posted in Global markets.

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Roger joined Ross Greenwood on Money News for the final time for 2019 to discuss the Aussie banks. The banks make a lot of money when interest rates are high, credit spreads are low and yield curves are steep. Although we are currently experiencing the opposite conditions, which could result in a tougher period ahead for the big banks.

by Roger Montgomery Posted in Radio.

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Medibank Private (ASX:MPL) is a long term holding in The Montgomery Fund and The Montgomery [Private] Fund with our investment case being partly based on superior investment in productivity, thanks to scale, that delivers both a functionality and cost advantage over its competitors. Continue…

by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.

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In this week’s video insight Andreas takes a closer look into the meat industry. Research shows that by 2040 vegan meat replacement and cultured meat will take significant share and account for around 60 per cent of total meat consumption. Which companies will be impacted by this? Continue…

by Andreas Lundberg Posted in Video Insights.

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As small cap investors, we are constantly seeking money-making opportunities arising from change events. We look for the emergence of specific structural or cyclical factors which have the potential to open up new markets, drive earnings higher or alter market perceptions about business quality or valuation. Last week we were encouraged by news that one of our portfolio holdings, homewares retailer Adairs (ASX:ADH), had agreed to acquire fast-growing, pure-play online furniture retailer, Mocka.  Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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