December 20, 2018
This year has certainly been tough one for those who express a faith in the very reason for Christmas. 2018 has witnessed an acceleration in the politicisation of tolerance and individual rights, while those who have expressed faith in Jesus have been branded intolerant. From all of the team at Montgomery we wish you a safe and happy holiday.
by Roger Montgomery Posted in Video Insights
December 19, 2018
In this week’s video insight Stuart takes a look at Aristocrat Leisure’s (ASX:ALL) result announced in late-November for full year ended 30 September 2018. We view Aristocrat as a high-quality business at an attractive price with good medium-term prospects. Following the announcement, we believe the stock now represents an improved risk and return mix.
by Stuart Jackson Posted in Video Insights
December 4, 2018
In this week’s video insight Chris takes a closer look at the first trading day in December following the partial standstill in the trade war between the US and China. Broad stock indices around the world shot up, although there was one basket of stocks which didn’t. Which sector was this?
by Christopher Demasi Posted in Global markets, Video Insights
November 29, 2018
In this week’s video insight Roger discusses the switch by major central banks from quantitative easing (QE) and the structural changes this will have on interest rates. Market distortions created by QE could prove fertile grounds for investors. This video also covers the rapidly ageing population across the world. How will these two factors impact investors?
by Roger Montgomery Posted in Investing Education, Market commentary, Video Insights
November 20, 2018
In this week’s video insight Lachlan takes a closer look at Airbus, one of the holdings in our global funds. We believe Airbus is a high quality global leader and has many tailwinds which point to decades of growth. continue…
by Lachlan Mackay Posted in Video Insights
November 13, 2018
In this week’s video insight David discusses the impact of all the recent negative financial headlines. Are they a reaction to the 5-7 per cent decline recorded by many stocks in October or the fact that the Australian housing market has entered first bear market in years?
by David Buckland Posted in Editor's Pick, Video Insights
November 6, 2018
In this week’s video insight Tim discusses The Montgomery Fund’s cash weighting. As value has not been easy to find, we are happy to hold cash for a couple of reasons. In October, a window of opportunity started to open and we have deployed some of our cash.
by Tim Kelley Posted in Editor's Pick, Video Insights
October 29, 2018
October 22, 2018
October 18, 2018
In this week’s video insight Roger discusses the outcome of rising rates. Sentiment shifts from thinking about growth, to the relative attractiveness of cash, or perhaps more accurately, the increasing dangers of risky assets. Should investors be cautious?
by Roger Montgomery Posted in Editor's Pick, Video Insights