Christopher Demasi

Christopher is a Portfolio Manager for the Montaka funds and the Montgomery Global funds. He joined MGIM at establishment in 2015.
find out about investing with montgomery
In this video for Livewire Chris identifies the reasons for investors to be excited in 2021 – vaccines, trillions of dollars of fiscal stimulus and low interest rates. Chris discusses not one but three stocks for the year ahead, together which hold over a trillion dollars in client assets. These three companies have been growing their assets under management and their earnings at double-digit rates over the last couple of years, he says, and will continue to benefit in the low interest rate environment.
In this article for the Australian Financial Review, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited, impacts from the US election and about to where you can find a good pasta in Sydney! Continue…
Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. Some will know that Alibaba also operates China’s largest cloud computing platform, Alicloud. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace? Continue…
I was recently asked about the lofty valuations of technology companies, and if the sector was overvalued because the ratio of stock prices to earnings seems to be high. While I think there are almost certainly a lot of overvalued stocks of technology companies today, blunt valuation tools risk missing truly amazing opportunities to compound for long periods of time. Continue…
REA Group lead the shift in property classifieds from offline to online, becoming the dominant property portal in Australia with its realestate.com.au website, but few realise its massive data advantages. Continue…
In the 1990s Microsoft capitalised on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive change in the computing paradigm. Enterprises around the globe are rapidly shifting to the cloud, accelerated by the COVID-19 pandemic, and Microsoft is leading the transformation with Office365 and Azure. Continue…
Last week Apple’s share price hit a new record and the market value of the company rose above $2 trillion for the first time. There’s still a lot to like, but we are proceeding with caution for now. Continue…
When Amazon reported its most recent quarterly financial results, management said the recent surge in online retailing that came as the COVID-19 pandemic kept shoppers at home, offered a glimpse into the future of the company’s business outside the US. Long-term investors should like what they see. Continue…
When the stock market sold off dramatically in March this year the US Federal Reserve responded by pumping financial markets with liquidity for the next three months and the stock market rocketed. But the Fed’s role in financial markets has moderated recently and signals that share market investors should proceed with caution. Continue…
Central banks globally have clearly been buying a lot of government bonds over the last decade. But just how much the world’s central banking powers own of their own government’s stock of financial obligations is astounding. And that includes the US Federal Reserve. Continue…
SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.”