Monthly Archives: October 2021

  • Radio

    ABC Nightlife – Have all the easy gains been made?

    Roger Montgomery
    October 6, 2021

    I joined Phil Clark on ABC Nightlife to discuss the slowdown in markets and share my take on the outlook for asset prices over the next few months with a slowing economic growth rate. So far 2021 has given investors plenty to be happy about. After the September slowdown, have the easy gains all been made? Listen here.

    by Roger Montgomery Posted in Editor's Pick, Radio.
    Radio

  • How Squid Game is generating interest in Korean entertainment stocks

    Joseph Kim
    October 5, 2021

    If you needed any further proof that narratives have been a significant driver of individual stock returns in the current market environment, you need look no further than the impact the recent success of Squid Game has had on the share prices of media companies in South Korea. Continue…

    by Joseph Kim Posted in Companies.

  • Why our small caps team recently bought Accent Group

    Roger Montgomery
    October 5, 2021

    The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.

  • An update of markets and commodities to 30 September

    David Buckland
    October 1, 2021

    Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a lacklustre September 2021 quarter in terms of performance. Of the major markets, the Hong Kong Hang Seng Index was down 14.4 per cent whilst the Indian Sensex Index was up by 12.0 per cent. Continue…

    by David Buckland Posted in Market commentary.