articles by Andrew Macken
August 10, 2018
For Australians with a mortgage, there’s a good chance life is feeling somewhat tougher – and for good reason. For one thing, mortgage rates are increasing. Meanwhile, the Aussie dollar has been depreciating against the US dollar, which is eroding the global purchasing power of all Australians. Unfortunately, these dynamics are largely out of our control. Continue…
by Andrew Macken Posted in Market commentary.
August 1, 2018
When navigating global equity markets, it helps to align one’s sails to the major tailwinds of growth. We have written about the advantages of investing with tailwinds on numerous occasions in the past Continue…
by Andrew Macken Posted in Companies, Stocks We Like.
August 1, 2018
Candice Chung published an article in In The Black with comments from Andrew Macken on optimism bias when investing. Optimism bias, the human tendency to believe that things will turn out better than they will. A recent study has shown that up to 80% of people experience this bias. So what makes this dangerous in investing? Read here.
by Andrew Macken Posted in On the Internet.
July 31, 2018
Our Montaka strategy passed its three-year anniversary on June 30 2018 and we are delighted by the results we have delivered our investors to date. In this week’s video insight Andrew discusses how Montaka achieves upside as well as reduces the negative impact from market downturns. Continue…
by Andrew Macken Posted in Editor's Pick, Montgomery News and Updates, Video Insights.
July 23, 2018
All too often, investors rely on conventional wisdom – ideas that were once true, but no longer hold. Great investment opportunities can come from questioning these ideas. Continue…
by Andrew Macken Posted in Editor's Pick, Whitepapers.
July 12, 2018
June 30, 2018 marked the three-year anniversary of the Montgomery Global Fund. In this week’s video insight Andrew discusses what the fund has delivered after three years and which sectors and companies we own. Continue…
by Andrew Macken Posted in Editor's Pick, Video Insights.
July 10, 2018
July 2, 2018
The tit-for-tat trade war between the US and China is ramping up, with neither country showing signs of backing down. This is a major global issue, and it looks like it’s getting worse before it gets better. Continue…
by Andrew Macken Posted in Global markets.
July 2, 2018
In this article published in the Herald Sun, Andrew discusses how the ongoing break-down in the relationship between the US and China due to the trade war has been a key source of market volatility this year. Read here.
by Andrew Macken Posted in In the Press.
June 29, 2018
Imagine you had a jar of jelly beans and you asked a large group of people to write down their estimate for the quantity of beans in the jar. What you would find is that, upon taking the average of everyone’s guesses, you arrive at a remarkably accurate estimate. Often, the accuracy of the average is higher than any individual estimate. How is this so? Continue…
by Andrew Macken Posted in Investing Education.