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Bank profits are surging. But a major part of their business is struggling
Stuart Jackson
May 19, 2021
Rod Myer published an article in The New Daily discussing how in May, Westpac, NAB and ANZ all reported rises in their half-yearly cash profits that were up at least 45 per cent. Shareholders are being rewarded with dividend rises and improving share prices. So, how have the banks been pushing up their profits when the business of lending money is so flat? Stuart Jackson comments. Read here.
by Stuart Jackson Posted in On the Internet.
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Four fruitful themes show plenty of juice in the market
Roger Montgomery
May 10, 2021
In this article for Firstlinks Roger discusses why 2021 has the potential to be a great year for equities. Since the beginning of the year, the S&P500 is up more than 11 per cent, the NASDAQ 8.5 per cent, and the S&P/ASX200 6 per cent higher. There are several themes with investment merit. Read here.
by Roger Montgomery Posted in On the Internet.
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10 experts reveal their top investing tip for beginners
Andreas Lundberg
April 20, 2021
Maria Bekiaris published an article for Canstar which identifies top tips from 10 experts for anyone investing in shares or ETFs for the first time. Andreas discusses diversification and why a beginner investor should spread their holdings to some extent but also keep in mind that excess diversification does not reduce portfolio risk. Read here.
by Andreas Lundberg Posted in On the Internet.
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Inside the deal: How Airtasker was primed to pop
Gary Rollo
April 8, 2021
Yolanda Redrup published an article in the Australian Financial Review discussing Airtasker’s decision to list on the ASX. As part of a non-deal roadshow prior to Christmas, Airtasker sought advice from Gary Rollo, and as quoted by the Australian Financial Review noted the first point of call was Gary Rollo, who Chairman James Spenceley trusted to ask the tough questions, “He’s a tough investor and gave strong feedback that it was a high quality business, so we knew we were on the right track then.” Read more.
by Gary Rollo Posted in On the Internet.
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Want to invest? Here’s how interest rates could affect your returns
Roger Montgomery
March 26, 2021
In this article for Finder Roger discusses how rate changes can affect your assets, including bonds, property and shares. You can learn more about interest rates in Australia and how they work in this article. Read here.
by Roger Montgomery Posted in On the Internet.
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Airtasker CEO unfazed by tech volatility as IPO looms
Gary Rollo
March 26, 2021
Cara Waters published an article in The Age and comments on Gary’s view that the investment the Montgomery Small Companies Fund is making in this business as a cornerstone investor is going to be over the course of multi years. There are some questions being asked of tech but the long term picture is what will eventually bring investors back to the tech sector. Read here.
by Gary Rollo Posted in On the Internet.
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Generation Z to feel heat of a ‘lower-return world’
Roger Montgomery
March 26, 2021
Clancy Yeates published an article in Brisbane Times discussing how we are now living in a “low-return world” and comments on Roger’s view that there are still opportunities for better returns in specific sectors of the sharemarket, such as stocks than are likely to benefit from the re-opening of international borders, or some data-centre operators. Read here.
by Roger Montgomery Posted in On the Internet.
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Montgomery goes for growth
Roger Montgomery
March 23, 2021
Inside Investor published an article which discusses Montgomery’s partnership with Polen Captial to bring its high-conviction strategies to retail investors. Polen’s philosophy has many overlaps with Montgomery, including that they both focus on seeking a ‘margin of safety’ from every investment they make as well as thinking like business owners, rather than index managers or asset gatherers. Read here.
by Roger Montgomery Posted in On the Internet, Polen Capital.
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Montgomery IM partners with Polen Capital
Roger Montgomery
March 5, 2021
Oksana Patron published an article in Money Management discussing the launch of two Polen Capital Funds in partnership with Montgomery Investment Management. Montgomery entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process. Read here.
by Roger Montgomery Posted in On the Internet.
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Montgomery launches two global strategies
Roger Montgomery
March 5, 2021
Karren Vergara published an article in Financial Standard discussing Montgomery’s partnership with Polen Capital and the upcoming launch of two of Polen Capital’s growth strategies for local clients. Read here.
by Roger Montgomery Posted in On the Internet.
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