Editor’s Pick
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Cash is king when the market holds the aces
Roger Montgomery
June 27, 2016
Cash. For such a simple investment, it can cause an awful lot of grief. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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Market noise
Roger Montgomery
June 24, 2016
In this week’s video insight Roger Montgomery comments on the EU referendum. How important is it to react to market noise?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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How to position your investments for Brexit
Tim Kelley
June 22, 2016
With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up. As fund managers, it’s a question we’ve been forced to address head on. continue…
by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.
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POSTED IN Editor's Pick, Financial Services, Global marketsTaggedBrexit
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The World’s Largest Employers
Ben MacNevin
June 17, 2016
CSLA has produced a table of the world’s biggest workforces to highlight how companies like Walmart, McDonald’s and Foxconn (a manufacturer of Apple products) are already moving towards large-scale automation. continue…
by Ben MacNevin Posted in Editor's Pick, Technology & Telecommunications.
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Dairy, Dairy Me
Stuart Jackson
June 16, 2016
As set out in the Montgomery [Private] Fund prospectus, there are 3 core attributes we look for when selecting stocks for inclusion in the portfolio. These are: continue…
by Stuart Jackson Posted in Editor's Pick, Manufacturing.
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- POSTED IN Editor's Pick, Manufacturing
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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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Valuation on a spectrum
Scott Shuttleworth
June 8, 2016
Several weeks ago I posted some musings on how to estimate the cost of equity when valuing a firm via a discounted cash flow model. Of course, there was no perfect answer, but via analysis from a few different angles, we can usually come out with a reasonably good estimate. continue…
by Scott Shuttleworth Posted in Editor's Pick, Investing Education.
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Aus Banks – Not all Mortgage Exposures are Created Equal
Stuart Jackson
June 7, 2016
There has been a lot of discussion of late about the current state of the residential property market and the potential for a correction, or even a collapse, in residential property prices. continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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What are the threats to investing? (31/05/2016)
Roger Montgomery
May 31, 2016
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Take a bow for the Dow
Scott Phillips
May 30, 2016
On May 26th of this year, investors celebrated the 120th anniversary of the Dow Jones Industrial Average® and it still remains perhaps the world’s most visible and oft-cited stock market gauge. continue…
by Scott Phillips Posted in Editor's Pick, Insightful Insights.
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Montgomery awarded Emerging Fund Manager of the Year
Roger Montgomery
May 27, 2016
I am personally delighted to announce that Montgomery Investment Management has been awarded the prestigious Emerging Fund Manager of the Year title at the 2016 Money Management and Lonsec Fund Manager of the Year Awards. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
