Video Insights
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Should we be worried by rising debt?
Roger Montgomery
July 4, 2018
In this week’s video insight Roger discusses how ultra-low interest rates for an extended period – through quantitative easing – has seen unprecedented debt accumulate globally that is not being invested in growth.
by Roger Montgomery Posted in Editor's Pick, Video Insights
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Why are the banks refocusing on core competencies?
Stuart Jackson
June 29, 2018
In this week’s video insight Stuart discusses why the banks are selling or demerging lower return overseas operations and insurance operations. continue…
by Stuart Jackson Posted in Financial Services, Video Insights
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Buying stocks in a bull market
Christopher Demasi
June 21, 2018
In this video, Chris discusses how we are buying stocks in this bull market, with today’s bull market run in the S&P closing in on 10 years. So far, this bull market ranks number two in length, behind the expansion of the 1990s.
by Christopher Demasi Posted in Global markets, Video Insights
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Exclusive interview with Codan CEO
Andreas Lundberg
June 19, 2018
There are usually several opportunities for institutional investors to meet with any Australian company’s management during conferences or as they do the rounds following their results. continue…
by Andreas Lundberg Posted in Stocks We Like, Video Insights
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The power of Apple’s Services business
Daniel Wu
June 5, 2018
In this week’s video insight Daniel provides an update on Apple. Now that the market has finally caught on to the power of Apple’s services business how is the stock still representing compelling value? continue…
by Daniel Wu Posted in Editor's Pick, Stocks We Like, Video Insights
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Why we see value in Telstra
Tim Kelley
May 29, 2018
In this week’s video insight Tim discusses our view on Telstra. We have been reasonably critical of Telstra over the years, although given the extent of the share price decline we think Telstra has now reached a point in which it offers value upside. continue…
by Tim Kelley Posted in Editor's Pick, Video Insights
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The Coming of Montgomery Global
David Buckland
May 22, 2018
Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark? continue…
by David Buckland Posted in Editor's Pick, Video Insights
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Where are the markets headed?
Roger Montgomery
May 18, 2018
Predicting market direction is very hard to do. In this week’s video insight, Roger presents some of the facts via a series of charts to let you draw your own conclusions as to where markets are headed in the next 12-18 months.
by Roger Montgomery Posted in Editor's Pick, Video Insights
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What does active management look like?
Andrew Macken
May 8, 2018
In this week’s video insight Andrew shows the sector exposure for a typical index fund and the Montgomery Global Fund, what can be seen? Active management it is about investing in the right places at the right time.
by Andrew Macken Posted in Editor's Pick, Video Insights
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Aristocrat’s Advantage
Lisa Fedorenko
May 1, 2018
In this week’s video insight Lisa identifies a company in the online gaming industry that has achieved competitive advantage and is emerging as a market leader. continue…
by Lisa Fedorenko Posted in Video Insights
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