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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In Warren’s defence
Christopher Demasi
June 30, 2020
The Financial Times recently wrote an article, asking “has Warren Buffett lost his touch”. The piece is particularly critical of Buffett’s investment performance compared to the broader share market both last year and this year to date. Focus on short term and relative returns by investors can limit the likelihood of achieving strong compound returns over the long term. Continue…
by Christopher Demasi Posted in Editor's Pick, Global markets.
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Digital transformation still has a long way to go
Christopher Demasi
June 4, 2020
Everywhere we turn today we see digital technology has exploded. From simple tasks in our daily lives to complex processes in the world’s largest companies, digitization has taken over and seemingly become the norm. But there is still so much more to come. Continue…
by Christopher Demasi Posted in Global markets.
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Earnings still matter
Christopher Demasi
May 26, 2020
Indicators worldwide continue to reflect the damaging effects of the coronavirus pandemic and associated restrictions on economic activity and business profits. Yet puzzlingly equity markets have continued to rise. This suggests that the equity market does not seem to care about earnings – yet. History shows that in the long run earnings will still matter. Continue…
by Christopher Demasi Posted in Global markets.
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All you need to know
Christopher Demasi
May 8, 2020
At the weekend Warren Buffett led the annual shareholder meeting for Berkshire Hathaway, the company that he has led for more than half a century, in front of an unpacked stadium and without his business partner and vice chairman, Charlie Munger, at his side. That is not all that was different about this year’s event. Continue…
by Christopher Demasi Posted in Editor's Pick, Global markets.
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The problems with testing
Christopher Demasi
April 22, 2020
Since the start of the coronavirus pandemic testing has been touted as the key to containing the spread and re-opening economies. It’s not so simple because testing capabilities are not robust. Continue…
by Christopher Demasi Posted in Market commentary.
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The global economy is in critical care
Christopher Demasi
April 14, 2020
Much has been said about the public health crisis that has been caused by the novel coronavirus and the COVID-19 disease. As dreadful as this pandemic will be (and already is) for so many lives around the world, the damaging effects on lifestyles has commenced. Let’s see some recent economic data. Continue…
by Christopher Demasi Posted in Global markets.
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- POSTED IN Global markets.
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US Economy Risen by Easter?
Christopher Demasi
March 26, 2020
Earlier this week US President Donald Trump started to raise hopes that restrictive measures being taken to slow the spread of the novel coronavirus would be lifted soon and the economy would be restarted by Easter. Short of a miracle, we can’t see this happening. In fact, there’s a good chance the US is even more closed then than it is now. Continue…
by Christopher Demasi Posted in Global markets.
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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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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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