Christopher Demasi
Christopher is a Portfolio Manager for the Montaka funds and the Montgomery Global funds. He joined MGIM at establishment in 2015.
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articles by Christopher Demasi
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Montaka Global Investments’ Chris Demasi’s three top picks for 2021
Christopher Demasi
January 29, 2021
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.
by Christopher Demasi Posted in On the Internet.
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The stock Chris Demasi is quietly excited about
Christopher Demasi
December 4, 2020
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…
by Christopher Demasi Posted in On the Internet.
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Alibaba is more than just China
Christopher Demasi
November 23, 2020
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…
by Christopher Demasi Posted in Companies, Stocks We Like.
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10-bagger at 10-times the price
Christopher Demasi
October 19, 2020
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…
by Christopher Demasi Posted in Companies, Stocks We Like.
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REA Group is winning with data
Christopher Demasi
September 18, 2020
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…
by Christopher Demasi Posted in Companies, Property, Stocks We Like.
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Microsoft and massive cloud markets
Christopher Demasi
September 14, 2020
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…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Apple at $2 trillion
Christopher Demasi
August 25, 2020
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…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Amazon makes money everywhere
Christopher Demasi
August 10, 2020
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…
by Christopher Demasi Posted in Companies.
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Liquidity runs dry
Christopher Demasi
July 14, 2020
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…
by Christopher Demasi Posted in Global markets.
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Central banks banking governments
Christopher Demasi
July 7, 2020
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…
by Christopher Demasi Posted in Global markets.
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