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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Which music streaming service is growing the fastest?
Andrew Macken
July 15, 2019
Did you guess Spotify? Apple Music? Those would be logical given they are the industry leading digital music streaming platforms. But those would also be incorrect. In fact, the correct answer is: Amazon Music. Continue…
by Andrew Macken Posted in Companies, Stocks We Like.
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Selling one’s labour ain’t what it used to be
Andrew Macken
July 3, 2019
I very much like this time of year because the Bank of International Settlements (BIS) publishes its Annual Economic Report – a frank summary and analysis of the global economy. One of the analyses provided looks at the relationship between unit labour costs (ULC) and Producer Price Index (PPI) inflation – a proxy for the rate of change in the prices received by producers.
Continue…by Andrew Macken Posted in Investing Education.
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Three points to help to shape your career
Andrew Macken
June 24, 2019
In this week’s video insight Andrew shares some thoughts around how to shape your career and provides three key points to help. First, consider where you have a relative advantage over others. Second, does the world need what you want to pursue? And finally, will the work be complimentary to your lifestyle?
by Andrew Macken Posted in Video Insights.
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The curious case of falling interest rates
Andrew Macken
June 20, 2019
What a month it has been in global fixed income markets! Global risk-free interest rates have been on a steady decline. In the US, the Treasury yield curve has shifted down to the tune of 30-50 basis points. In Australia, it has shifted down to the tune of 30-40 basis points. Continue…
by Andrew Macken Posted in Economics, Market commentary.
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Fundies give Facebook’s Libra a cautious tick
Andrew Macken
June 19, 2019
Sarah Turner published an article in the Australian Financial Review discussing Facebook’s announcement to launch a digital currency, a first step towards the company making money from its popular messaging platforms, Andrew Macken comments on the development. Read here.
by Andrew Macken Posted in In the Press, On the Internet.
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Does Australia control its destiny?
Andrew Macken
June 14, 2019
Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won a decisive victory in Australia’s general election against an opponent that was the short-odds favourite in the betting markets. Continue…
by Andrew Macken Posted in Market commentary.
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Australia at mercy of worldwide economic slowdown
Andrew Macken
June 13, 2019
In this article for the Herald Sun Andrew discusses how in only a few short weeks newly-elected Prime Minister Scott Morrison has already been called upon to enact all sorts of policies to try to boost the economic growth of the country. Do you think Australia can avoid the disinflation being experienced across the world? Read here.
by Andrew Macken Posted in In the Press.
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We’ve reduced our global portfolio exposure
Andrew Macken
May 28, 2019
In this week’s video insight Andrew takes a look at the environment for investing in global equities. With the prospects for a resolution of the US/China trade dispute diminishing, has the environment become less favourable?
by Andrew Macken Posted in Video Insights.
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Active management and the paradox of skill
Andrew Macken
May 17, 2019
In the world of active equity management, investment managers – ourselves included – seek to “outperform” the broader equity market index. This outperformance is typically referred to as “alpha” in the industry jargon. Of course, alpha can be both positive – when a manager outperforms; and negative – when a manager underperforms. Continue…
by Andrew Macken Posted in Editor's Pick, Investing Education.
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Income yield a smokescreen too many investors focus on
Andrew Macken
May 8, 2019
In this article for the Herald Sun Andrew discusses the issue with investing for yield only by taking a look at an example – the Commonwealth Bank of Australia. Read here.
by Andrew Macken Posted in In the Press.
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