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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Why Facebook is looking cheap
Andrew Macken
December 13, 2018
You’ve probably read that many US tech stocks are trading on crazily high multiples. So it may surprise you to learn that Facebook (NASDAQ: FB) – the world’s largest social media platform – is trading on a lower multiple than many Australian businesses. Continue…
by Andrew Macken Posted in Companies, Stocks We Like.
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Keep a weather eye open as you navigate vast global seas
Andrew Macken
December 4, 2018
Choosing businesses in which to invest is, in many ways, like choosing which boat you would take across a vast ocean. In this article published in the Herald Sun, Andrew discusses how to navigate the vast global seas. Read here.
by Andrew Macken Posted in In the Press.
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The big global issues facing investors today
Andrew Macken
November 30, 2018
After several years of plain sailing, investors are now having to contend with global markets that are far more risky and, in some cases, downright hazardous. These market conditions have been created by an almost perfect storm of global issues. While the issues are out of our control, there are important steps we can take when making investment decisions. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
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The booming US economy
Andrew Macken
November 20, 2018
You could be forgiven for assuming the global economy is facing enormous headwinds. The US-China trade war is creating global equity market volatility; the Brexit mess and Italian public budget dispute is prolonging fears of European Union instability; and even the Australian housing market is now looking fallible. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
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Answer to our Melbourne Cup day puzzle
Andrew Macken
November 13, 2018
Last Tuesday we thought we would have some fun. We posed the following puzzle to our readers who were invited to submit their answers on the blog. Thank you to everyone who took the time to submit an answer! Continue…
by Andrew Macken Posted in Insightful Insights, Investing Education.
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NOT ALL GROWTH IS EQUAL, EVEN IF IT’S ORGANIC
Andrew Macken
November 8, 2018
In this article published in the Herald Sun, Andrew discusses that when businesses report their revenue growth, it can be a mix of organic growth, acquisitions or divestitures as well as changes due to currency translations. And why is it important to look closely at the organic growth rate. Read here.
by Andrew Macken Posted in In the Press.
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A quick Melbourne Cup day puzzle
Andrew Macken
November 6, 2018
November 6 marks a significant day in Australia – with the Melbourne Cup; and in the United States – with the Midterm Elections. At the time of writing this blog, neither had yet taken place, though many were making bets on the outcomes for sport. Continue…
by Andrew Macken Posted in Insightful Insights, Investing Education.
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When looks can be deceiving
Andrew Macken
November 5, 2018
As happens four times per year in global equity markets, publicly-listed companies are currently reporting their results for the third calendar quarter of 2018. This is not only an enormous undertaking for the disclosing businesses, it is also a busy time for equity analysts and fundamental investors who carefully dissect disclosures looking for new insights. Continue…
by Andrew Macken Posted in Editor's Pick, Investing Education.
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Keeping calm in October
Andrew Macken
October 26, 2018
There is a lot going on this October. Writing from our New York office, your author is sitting in a front row seat for what is the most significant monthly decline in the global equity markets in recent history. (And with pipe bombs being discovered in the US postal system, the stock market is far from the most important news story at present). Continue…
by Andrew Macken Posted in Global markets.
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The rise of the microbrand
Andrew Macken
October 16, 2018
If you ask grandparents today what brands they consume, you will typically be answered with a litany of major, global brands that have very long histories. Think of Campbell’s soup, Gillette razor blades, Kraft Cheese, Energizer batteries or Kellogg’s corn flakes, to name just a few. Continue…
by Andrew Macken Posted in Companies.
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