ROGER MONTGOMERY

California and VW go electric

Roger Montgomery

September 25, 2020
Back in 2015 I wrote about Tesla noting “In this era of creative destruction, transition and disruption, finding the winners can be a challenge.” That was when Tesla shares were $52 adjusted for splits. With Tesla post-split shares now trading at $380 it would seem Tesla has won. Continue…

by Roger Montgomery Posted in Companies.

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The good, the bad, and the shorted

Dean Curnow

September 25, 2020
Last month Roger shared a wrap-up blog from the most recent reporting season and concluded that results were generally more good than bad for the majority of ASX companies that reported. This led to many companies’ share prices surprising on the upside. Continue…

by Dean Curnow Posted in Companies.

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Lockdown, reopen, lockdown, reopen, repeat

Roger Montgomery

September 24, 2020
Globally, investors have hitherto been blissfully optimistic about the end of hard lockdowns, the development of a potential vaccine and broad economic re-openings. But all that may be about to change. Continue…

by Roger Montgomery Posted in Global markets.

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How long will the shift in retail spending continue?

Stuart Jackson

September 23, 2020
One of the thematics from the last few months has been the material change in retail spending. With COVID-19 related lockdowns and restrictions on population movement and activity, the ability to spend on services such as out of home entertainment and activities has been significantly curtailed. Continue…

by Stuart Jackson Posted in Companies, Consumer discretionary.

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Private equity and insurance go hand-in-hand

Phillip Namara

September 23, 2020
In early 2020 Carlyle Partners acquired Fortitude Re, a reinsurer of AIG’s Life business and KKR & Co acquired Global Atlantic Life Insurance. In mid 2019, Ares Management acquired Pavonia Life and Apollo Global acquired several insurers throughout the year. If you are also scratching your head and wondering what the recent hype around insurance and reinsurance businesses could be, you are not alone. Continue…

by Phillip Namara Posted in Companies.

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The importance of identifying longer-term threats

Roger Montgomery

September 22, 2020
In this week’s video insight Roger discusses the importance of scanning the distant horizon for long-term threats when investing. We now live in a world where asset bubbles are no longer glitches but a semi-permanent feature of corporate and financial life, and a world where investors are not only unable to endure normal corrections or volatility but our politicians and central bankers even less. Will investors discover the danger of avoiding value?

by Roger Montgomery Posted in Video Insights.

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Why landlords are feeling the pinch

Andreas Lundberg

September 22, 2020
The COVID-19 restrictions have certainly altered the balance of power in the housing rental market – particularly in Sydney and Melbourne. New data shows that increased supply and decreased demand have shifted power to the renters, who are finding it far easier to negotiate a new lease on better terms. Continue…

by Andreas Lundberg Posted in Property.

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Is political gridlock in America’s future?

Andrew Macken

September 21, 2020
The US general election takes place on November 3, 2020 and, as always, the combination of results between the winners of the Presidency, the House of Representatives and the Senate will shape the political landscape of the world’s largest economy for years to come. Continue…

by Andrew Macken Posted in Global markets, Market commentary.

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