Video Insights
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How strong is the demand for Electric Vehicles?
Roger Montgomery
April 7, 2022
In this week’s video insight Roger discusses the decarbonisation investment theme and the small cap beneficiaries of the electric vehicle revolution. Some companies in this theme include Pilbara Minerals, Mineral Resources, IGO, Allkem and Aeris Resources. Is all of the good news already factored into these prices? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Opposing forces currently affecting the share-market
David Buckland
March 30, 2022
In this week’s video insight David discusses how the current confusing market conditions have most investors sitting on their hands watching it play out, although domestic and international super-funds, infrastructure funds and private equity groups will be using this market confusion to make proposals and takeovers bids for more interesting relatively secure cashflow plays. David discusses the current take-over proposals for Uniti Group and why we see the business in a beneficial position. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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The Polen style of growth investing
Polen Capital
March 25, 2022
With more than 30 years of evidenced success through consistent application of the investment process, in this webcast Portfolio Managers Damon Ficklin and Rob Forker introduced the Polen style of growth investing and the long-term focus on company fundamentals. continue…
by Polen Capital Posted in Polen Capital, Video Insights.
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The industries outperforming when inflation is high
Roger Montgomery
March 22, 2022
In this week’s video insight Roger identifies why it is important for investors to contemplate the implications for investment markets of the conflict with Russia and Ukraine resolving quickly or being long and protracted. According to research conducted by UBS, in past periods when inflation is high and growth slows to a moderate level the U.S. industries that historically outperformed the market were Food Staples & Retailing, Hygiene, Healthcare and Personal Products, Pharma and Biotech, Food and Beverages, Banks, Real Estate & Energy. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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The Montgomery Fund’s positioning through reporting season and Russia and Ukraine’s conflict
Joseph Kim
March 17, 2022
In part two of this video series with Montgomery’s Head of Distribution Scott Phillips and Portfolio Manager of The Montgomery Fund Joseph Kim we take a closer look into the February reporting season, and discuss the conflict with Russia and Ukraine. Joseph also shares insight into holdings in The Montgomery Fund, including the Commonwealth Bank of Australia, National Australia Bank and Reliance Worldwide. continue…
by Joseph Kim Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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The Montgomery Fund’s performance and positioning
Joseph Kim
March 16, 2022
In this video Head of Distribution Scott Phillips talks to portfolio manager of The Montgomery Fund Joseph Kim to discuss the relative performance of The Montgomery Fund in early 2022. They discuss which companies will do well in the current macro environment and share Montgomery’s view on commodity prices. continue…
by Joseph Kim Posted in Montgomery News and Updates, Video Insights.
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Why we are attracted to Resmed
Andreas Lundberg
March 15, 2022
In this week’s video insight Andreas discusses a holding in The Montgomery Fund, ResMed (ASX:RMD) the maker of Continuous Positive Airways Pressure machines that help people with obstructive sleep apnea. ResMed is exposed to a growing and underdiagnosed market and will likely continue to take market share from its main competitor, learn more on the reasons we like the company in the video. continue…
by Andreas Lundberg Posted in Stocks We Like, Video Insights.
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If energy prices stay high will that put the world into a recession?
David Buckland
March 9, 2022
In this week’s video insight David discusses the highest commodity prices we have seen in more than seven years and how much of an impact this will have on inflation in the near-term. With Russia supplying large amounts of oil, gas and coal to Europe and the rest of the world, several countries are in a vulnerable position. Can these commodities be replaced?
continue…by David Buckland Posted in Editor's Pick, Video Insights.
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What to expect from markets during the Russia and Ukraine war
Roger Montgomery
March 2, 2022
In this week’s video insight Roger discusses the terrible events unfolding in Ukraine, resulting from Russian military action, which are above all else a human tragedy. There isn’t always a straight-line relationship between geopolitical shocks and financial market responses. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Inflation, interest rates and equities: the big question
Roger Montgomery
February 16, 2022
In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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