articles by Stuart Jackson
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Stocks We Like – SEEK
Stuart Jackson
March 21, 2016
SEEK (SEK) is a stock we have liked and owned for a while. The initial phase of growth for the company was one in which it replaced traditional print media as the main job advertising board. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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What are the long term implications of AI for Labour, Productivity and Economic Equality?
Stuart Jackson
February 8, 2016
Last week, Citi Research in conjunction with the Oxford Martin School released their latest report in a long term series looking at some of the global challenges of the 21st century. Continue…
by Stuart Jackson Posted in Insightful Insights.
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What are some of the risks with big bank shares?
Stuart Jackson
January 31, 2016
Recently we received a question in writing from one of our investors expressing concern about bank shares in which Montgomery Funds have recently acquired some exposure. Stuart Jackson devoted a little time to answer so we share it with you here. Continue…
by Stuart Jackson Posted in Financial Services.
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Coming to a bank near you…
Stuart Jackson
December 16, 2015
ANZ has announced that it has signed an agreement with Google for ANZ customers to be able to upload their credit and debit accounts to Android Pay. This will allow customers to use ANZ accounts to make contactless payments for goods and services. ANZ expects to begin offering access to Android Pay by mid 2016, and will also be able to provide contactless payments through its own app on Android phones (allowing it to retain 100 per cent of the interchange fee if it can convince customers to use its app rather than Android Pay).
by Stuart Jackson Posted in Financial Services, Insightful Insights.
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Out of the frying pan and into the fire
Stuart Jackson
December 10, 2015
Disruption is a topic of continual discussion in financial markets these days. Digital disruption works best when a new process is able to effectively provide the same or better service at substantially lower cost. This cost advantage can be the result of efficiencies from technology, or a new model that is able to bypass artificially imposed costs, such as regulatory costs. Continue…
by Stuart Jackson Posted in Financial Services, Insightful Insights.
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Switzer TV
Stuart Jackson
December 7, 2015
In this interview with Marty Switzer, Stuart Jackson gives his view on the Australian share market. He highlights the importance of a disciplined investing approach that focuses on companies with strong prospects and the ability to reinvest in their business for growth.
You can listen to all of the team’s television interviews through browsing our media library, view more clips here.
by Stuart Jackson Posted in Insightful Insights.
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Banking loan book growth is accelerating, but what is happening on pricing?
Stuart Jackson
December 4, 2015
APRA and the RBA released their October 2015 statistics on the growth in lending and deposits in the banking and non-banking system last week. Continue…
by Stuart Jackson Posted in Insightful Insights.
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The market conditions of 2015
Stuart Jackson
December 3, 2015
In this interview with Marty Switzer, Stuart Jackson highlights the importance of a disciplined investing approach that focuses on companies with strong prospects and the ability to reinvest for growth. Watch here.
by Stuart Jackson Posted in TV Appearances.
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