Andrew Macken
Andrew Macken is the Chief Investment Officer of the Montaka funds and the Montgomery Global funds. He established MGIM in 2015 in partnership with Montgomery.
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articles by Andrew Macken
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How to navigate this confusing market
Andrew Macken
September 12, 2019
Andrew Macken joined Tom Piotrowski at CommSec on the Executive Series to discuss the outlook for global markets. With a wide range of possible outcomes for many global scenarios there are some key themes which you should be aware of. Watch here.
by Andrew Macken Posted in Global markets, TV Appearances.
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- POSTED IN Global markets, TV Appearances.
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As the range gets wider, investing gets harder
Andrew Macken
September 9, 2019
There are lots of things that could happen; but only one thing that will happen. This is one of the better articulations out there of the concept of risk. Understanding risk is at the core of any investment because substantially all investments could result in a range of possible outcomes. Sometimes that range is narrow and sometimes that range is wide. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
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- POSTED IN Global markets, Market commentary.
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One reason why the Fed can’t raise rates
Andrew Macken
August 27, 2019
A lot is being written about the low interest rate environment in which we find ourselves. And rightly so: we would rank this as the number one most powerful force affecting asset prices today. Continue…
by Andrew Macken Posted in Global markets.
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- POSTED IN Global markets.
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Why a good short is a ‘slow bleed’
Andrew Macken
August 26, 2019
Vesna Poljak, Jonathan Shapiro and Jemima Whyte published an article in the Australian Financial Review which discusses short selling. Drawing on Andrew’s view that the quality of short-seller analyst reports is variable and sometimes poor. Read here.
by Andrew Macken Posted in On the Internet.
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- POSTED IN On the Internet.
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Loyalty the standout as Qantas battles fuel costs, patchy demand
Andrew Macken
August 26, 2019
Jemima Whyte published an article in the Australian Financial Review which discusses Qantas. Jemima comments on Andrew’s view on the importance of loyalty programs. Read here.
by Andrew Macken Posted in On the Internet.
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Is Challenger undervalued?
Andrew Macken
August 16, 2019
The share price of Challenger Limited (ASX: CGF) – Australia’s leading annuities provider – has declined by almost 50 per cent in the past 12 months. While the firm is clearly out of favour, I believe its long-term prospects could be better than the market is currently pricing in. Continue…
by Andrew Macken Posted in Companies.
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- POSTED IN Companies.
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Has Australia passed the point of no return?
Andrew Macken
August 13, 2019
In this article for the Herald Sun Andrew discusses the wave of activity in the major Australian property markets that suggests the recent downturn may well be over. Read here.
by Andrew Macken Posted in In the Press.
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Aussie property bulls are back!
Andrew Macken
August 12, 2019
A new wave of activity in Australian property markets suggests the recent downturn may be over. But, as a nation, is a booming property market, and surging property prices, what we really need? Continue…
by Andrew Macken Posted in Property.
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A currency war has been declared
Andrew Macken
August 6, 2019
In this week’s video insight Andrew discusses the recent sharp depreciation in China’s currency relative to the USD. This move was surely an intentional policy move and came just days after President Trump surprise-tweeted new tariff measures against Chinese imports to the US. So what does this currency war mean?
by Andrew Macken Posted in Video Insights.
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Five global themes we think will deliver strong returns
Andrew Macken
August 1, 2019
Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come. Here, I’d like to present five of them, and some strong businesses that are riding these industry tailwinds. Continue…
by Andrew Macken Posted in Global markets, Market commentary, Stocks We Like.
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- POSTED IN Global markets, Market commentary, Stocks We Like.
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