Editor’s Pick
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The Montgomery Fund’s key drivers of performance in 2021
Joseph Kim
January 19, 2022
In this week’s video insight Joseph discusses the key drivers of The Montgomery Fund’s performance for calendar year 2021. Overall, 2021 was a successful year for The Montgomery Fund. The total return of 25.1 per cent after fees represented an outperformance of 7.6 per cent versus the broader S&P/ASX 300 Accumulation Index, and included two distributions which collectively accounted for 4.2 per cent of the return. continue…
by Joseph Kim Posted in Editor's Pick, Montgomery News and Updates, Stocks We Like, Video Insights.
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The Montgomery Fund – year in review
Dean Curnow
January 17, 2022
The Montgomery Fund (The Fund) closed an impressive 2021, outperforming the S&P/ASX 300 Accumulation Index by 7.61 per cent, after fees. Over the year The Fund also paid a solid distribution at 30 June and a smaller one at 31 December, which collectively represented approximately 4.2 per cent of the calendar year’s return, also on an after-fee basis. In this article I review some of the key drivers of performance over calendar year 2021 at a sector and stock level. continue…
by Dean Curnow Posted in Editor's Pick, Montgomery News and Updates.
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Farewell 2021, hello 2022
David Buckland
January 6, 2022
Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a relatively lacklustre December 2021 half-year in terms of performance. continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Why I think 2022 will be a very good year for investors
Roger Montgomery
January 5, 2022
A year ago, I wrote an article in The Australian which set out the factors I thought would make it a very good year for equities. So far, the local market has behaved as expected – despite all the turmoil in the world – with the All Ordinaries up 13.6 per cent for the 12 months to 31 December 2021. Looking ahead, I think markets will continue to reward investors, particularly those who invest in quality businesses. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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MEDIA
ABC Nightlife: Inflation, Bitcoin and the global shortage of urea
Roger Montgomery
December 16, 2021
Roger joined Suzanne Hill on ABC Nightlife for the final episode of 2021 to discuss the challenges and highlights of the investing year, covering the impact of rising inflation and constrained supply chains and why the latest shortage of urea is something investors need to be aware of. Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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What is going on underneath Nasdaq?
Joseph Kim
December 13, 2021
After hitting a record high in mid-November, the tech-heavy Nasdaq index in the US has encountered some volatility, as the combination of Jerome Powell’s reappointment as head of the US Reserve, an increasingly hawkish Fed and Omicron concerns has led to some selling. continue…
by Joseph Kim Posted in Editor's Pick, Global markets.
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Why we should be worried about the AdBlue shortage
Roger Montgomery
December 10, 2021
If you haven’t already heard about the looming shortage of AdBlue, you soon will. You see, AdBlue, is needed to run the diesel engines of trucks and farm machinery and hospital generators. And, according to some industry players, Australia will run out in February 2022. So this is a major problem, and could lead to a national transport crisis. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources, Manufacturing.
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Has the BNPL bubble finally burst?
Roger Montgomery
December 8, 2021
If you’re a long-term holder of Buy Now Pay Later (BNPL) stocks, right now, we are witnessing the decline of this over-inflated sector. It highlights, yet again, the importance of focusing on quality businesses, rather than chasing the latest fad stocks. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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What bicycle prices tell us about today’s inflation numbers
Roger Montgomery
December 5, 2021
In a sign that inflation may be stickier than once thought, Federal Reserve Chairman, Jerome Powell, no longer describes it as ‘transitory’. And if you’ve been shopping for a bicycle of late, you’d probably agree. This is highlighted in a recent story by The Wall Street Journal, which gives a fascinating insight into the impact on prices of pandemic-inspired goods demand, and supply chain bottlenecks. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why we invest in both petrol stations and the EV revolution
Roger Montgomery
December 1, 2021
Despite the world speeding along on the road to electrification, we think the humble petrol station will still be needed for some years to come, particularly here in Australia. Which is why the Montgomery Small Companies Fund has invested in both Waypoint REIT (ASX:WPR), and mining companies producing the lithium that goes into electric vehicles batteries. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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