Video Insights
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Do you have enough global equities exposure in your portfolio?
David Buckland
March 13, 2018
In this week’s video insight David compares Australia’s top five businesses to the global top five and provides various observations. Interestingly, there are only three non-American businesses in the global top ten. Do you have enough global equities exposure in your portfolio?
by David Buckland Posted in Video Insights.
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Never say never
Lisa Fedorenko
February 20, 2018
In this week’s video insight Lisa provides an argument to challenge the phrase “I will never buy above valuation” and discusses three circumstances where it makes sense to buy above intrinsic value.
by Lisa Fedorenko Posted in Editor's Pick, Video Insights.
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Why we aren’t concerned to see volatility rising
Tim Kelley
February 13, 2018
In this week’s video insight Tim gives you a perspective on how we’re thinking about the recent market moves and trying to position for a good long-run outcome for our investors.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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The most common mistake made in estimating the value of a company
Stuart Jackson
January 30, 2018
In this week’s video insight Stuart discusses discounted cash flow valuations and the most common mistake made in estimating the value of a company using this valuation methodology.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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How does big data impact businesses?
Scott Shuttleworth
January 16, 2018
In this week’s video insight Scott discusses big data and how companies can exploit this data for sales and profitability improvements.
by Scott Shuttleworth Posted in Video Insights.
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What’s the conundrum investors face today?
Roger Montgomery
November 14, 2017
In this week’s video insight, Roger discusses the conundrum investors face today, looking at two parts of the investment equation the economy and prices and other factors.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Is high dividend yield always a good thing?
Tim Kelley
October 10, 2017
In this week’s video insight Tim discusses something that a lot of investors are interested in, especially those investors that rely on their share portfolios for regular income, and that’s dividend yield.
by Tim Kelley Posted in Video Insights.
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Forecasting the future with present information is very difficult
Scott Shuttleworth
September 26, 2017
In this week’s video insight Scott discusses forecasting and how using present information makes it very difficult for accurate predictions, using REA as an example.
by Scott Shuttleworth Posted in Editor's Pick, Video Insights.
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Should we be cautious about the market?
Roger Montgomery
September 19, 2017
In this week’s video insight Roger discusses the current market, both global and domestic and notes that current conditions do require a degree of caution.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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The future for Montgomery Global
David Buckland
September 5, 2017
In this week’s video insight David discusses the pleasing performance of the Montgomery Global Fund and the future launch of our first Exchange Traded Managed Fund.
by David Buckland Posted in Editor's Pick, Video Insights.
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