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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What’s not up?
Christopher Demasi
December 4, 2018
In this week’s video insight Chris takes a closer look at the first trading day in December following the partial standstill in the trade war between the US and China. Broad stock indices around the world shot up, although there was one basket of stocks which didn’t. Which sector was this?
by Christopher Demasi Posted in Global markets, Video Insights.
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Regal Funds Management’s Craig Collie tips dim Celltrion reality
Christopher Demasi
November 19, 2018
Melissa Yeo published an article in The Australian which identifies gains in the downside for investors, drawing on Chris’ short thesis for Campbell Soup. Read here.
by Christopher Demasi Posted in On the Internet.
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Amazon, Airbus, Bandai Namco, JB Hi-Fi, Campbell: Sohn Australia
Christopher Demasi
November 19, 2018
Rebecca Jones and Abhishek Vishnoi published an article in Yahoo Finance which discusses 15 stocks highlighted at the Sohn Hearts & Minds Australia conference. They mention Chris’ view on shorting Campbell Soup and owning Airbus. Read here.
by Christopher Demasi Posted in On the Internet.
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Focus on value pays off for Montaka
Christopher Demasi
November 16, 2018
Damon Kitney published an article in The Australian where he interviewed Christopher Demasi to discuss the Montaka funds and the process behind the strategy. Read here.
by Christopher Demasi Posted in On the Internet.
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What’s up in the stock market?
Christopher Demasi
October 31, 2018
With just a trading day left in October 2018, US stocks look set to record their worst result in a calendar month since February 2009 – when the global financial crisis was in full swing. This prompts a few important questions for investors: were stocks so expensive that a correction was due? Are stocks expensive now? And, if stocks aren’t so expensive anymore, then should everyone be as worried as they seem? Continue…
by Christopher Demasi Posted in Global markets, Market commentary.
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Do you feel rich?
Christopher Demasi
October 23, 2018
Do you feel rich? If you’re an Australian reader, then you might, at least when compared to your fellow citizens around the world. Last week Credit Suisse, released its annual report on global wealth for 2018 and Australia is leading the field. Continue…
by Christopher Demasi Posted in Market commentary.
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WeWork. What do TheyDo?
Christopher Demasi
October 11, 2018
Do you know what WeWork is? According to the company’s website: “WeWork is a global network of workspaces where companies and people grow together. We transform buildings into dynamic environments for creativity, focus, and connection. More than just the best place to work, though, this is a movement toward humanizing work. We believe that CEOs can help each other, offices can use the comforts of home, and we can all look forward to Monday if we find real meaning in what we do” Continue…
by Christopher Demasi Posted in Companies.
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How can you get the best of two frustrating worlds?
Christopher Demasi
October 5, 2018
This week Goldman Sachs, a US bank, published a report outlining the difficult starting point for investors today. Any investor looking to hold a portfolio of broad-based stocks and bonds will quickly succumb to “valuation frustration”, to borrow the words of the author. That is because both equities and bonds are trading, on average, at high valuations compared with historical levels. But there may be a solution. Continue…
by Christopher Demasi Posted in Global markets, Investing Education.
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Over a decade, equities will always be up, right?
Christopher Demasi
September 19, 2018
It’s no secret that we are experiencing the longest bull market run in equities on record. Share market returns from the depths of the financial crisis to today are astounding. Yet many investors, allocators and institutions continue to accept that over long periods equities will always deliver, on average, strong performance. So, could equity returns ever produce lacklustre results over a long period? Not a year or two or five, but what about over a decade? Continue…
by Christopher Demasi Posted in Market commentary.
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Another Aussie global share specialist tips hat in NZ ring
Christopher Demasi
September 10, 2018
An article published in Investment News New Zealand discusses our Global strategies and their aim for downside protection. Read here.
by Christopher Demasi Posted in On the Internet.
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