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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The US is Working
Christopher Demasi
February 14, 2020
Last Friday morning in the United States, the US Bureau of Labor Statistics (BLS) released its Employment Situation Summary. The BLS reported that in January the US economy continued to add jobs at a rate which was surprisingly strong. Continue…
by Christopher Demasi Posted in Economics, Global markets.
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- POSTED IN Economics, Global markets.
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UK stocks are a bargain
Christopher Demasi
January 29, 2020
In recent months we have meaningfully increased the Montaka and Montgomery Global funds’ exposures to UK equities. After years of underperformance during uncertainty created by a prolonged Brexit, the stage is now set for UK stocks to rise. Continue…
by Christopher Demasi Posted in Global markets, Market commentary.
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- POSTED IN Global markets, Market commentary.
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The long-term history of long-term interest rates
Christopher Demasi
October 17, 2019
I have written previously about our view that interest rates are likely to remain low for a protracted period. In June we looked at the 50-year history of interest rates in the US and discussed the challenges to interest rates rising in the near-term[1], and in July we looked at equity prices in the context of a low rate environment[2]. In this post I want to share a much longer history of interest rates that contains some surprising and meaningful insights. Continue…
by Christopher Demasi Posted in Global markets.
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Investors Nervous About 4Q But There Are Great Opportunities
Christopher Demasi
October 4, 2019
In this interview for Bloomberg Chris discusses the sell-off in the US and how investors that are nervous about going into 4Q should be excited by opportunities that may arise. Watch here.
by Christopher Demasi Posted in TV Appearances.
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- POSTED IN TV Appearances.
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Have bond buyers mistimed the equity market?
Christopher Demasi
September 16, 2019
Last week the Wall Street Journal reported that investors had pulled US$46 billion out of stock funds, the biggest monthly outflow of the year, and added to their holdings of corporate bonds. Looking at the return potential of these two asset classes this move appears to be a case of driving while looking in the rear vision mirror. Continue…
by Christopher Demasi Posted in Global markets.
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- POSTED IN Global markets.
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Assets hidden in Alibaba’s cloud!
Christopher Demasi
August 29, 2019
Earlier this month I noted Alphabet, owner of Google, had a Fortune 500-size business hidden away in its “Other” reported revenues: Google Cloud. Did you know that another of our holdings – Alibaba, the Chinese owner of the world’s largest e-commerce platform, also has a massive cloud business? Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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- POSTED IN Companies, Stocks We Like.
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Property prices down…REA up?!
Christopher Demasi
August 15, 2019
Over the last four years property prices in Australia peaked and reversed, homes listed for sale have plummeted and the share price of REA Group, Australia’s online property classified portal, has… MORE THAN DOUBLED! Sounds strange perhaps, so I have included the chart from Bloomberg below. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Alphabet’s next big business
Christopher Demasi
August 2, 2019
Alphabet is known as the owner of Google and YouTube, but did you know that Google has another business that is already the size of a Fortune500 company? Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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- POSTED IN Companies, Stocks We Like.
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Microsoft’s computer for the world is getting much bigger
Christopher Demasi
July 26, 2019
Last week Microsoft, the world’s largest enterprise software company, reported financial results for its fiscal year 2019. The Azure cloud business continues to be the star performer. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Internet Advertising is Accelerating
Christopher Demasi
July 18, 2019
Every year around this time Mary Meeker, partner at venture capital firm Kleiner Perkins and former star technology analyst with investment bank Morgan Stanley, publishes “Internet Trends”. The document consists of more than 300 slides illustrating key online trends around the world. I always find it fascinating and a great way to keep tabs on how the Internet is serving users, merchants, advertisers, publishers, platforms and more. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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