Video Insights
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Why did Megaport’s share price jump 23%?
Gary Rollo
July 21, 2022
Megaport (ASX:MP1) was the ASX’s star performer yesterday jumping 23 per cent on the close following a trading update that clearly surprised many in the market. I joined Roger to discuss why it is a holding in the Montgomery Small Companies Fund and identify the two big messages in the release yesterday. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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Higher cash rates plus earnings downgrades: an opportunity for counter-cyclical investors
David Buckland
July 20, 2022
In this week’s video insight David reviews what to expect in markets over the next few weeks. We are likely to see a combination of rising official cash rates and the downgrade of many companies’ earnings expectations. Will this promote an opportunity for counter-cyclical investors? continue…
by David Buckland Posted in Video Insights.
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Montgomery Small Companies Fund 30 June 2022 Update
Dominic Rose
July 12, 2022
The Montgomery Small Companies Fund performance was a story of two halves during the financial year ending 30 June 2022, with strong returns posted in the first six months, followed by negative returns in the ensuing months. With the S&P/ASX Small Ordinaries Accumulation Index down 19.52 per cent for the financial year, there have been a narrow channel of sectors and companies that have done well. continue…
by Dominic Rose Posted in Montgomery News and Updates, Video Insights.
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Polen Capital Global Growth Fund 30 June 2022 Update
Roger Montgomery
July 8, 2022
Since the inception of the Polen Capital Global Growth Fund in 2014, the team at Polen Capital have delivered impressive outperformance. However, since January this year, the Fund’s performance has been adversely impacted. continue…
by Roger Montgomery Posted in Polen Capital, Video Insights.
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The Montgomery Fund 30 June 2022 Update
Roger Montgomery
July 7, 2022
The Montgomery Fund performance was a story of two halves during the financial year ending 30 June 2022, with solid returns posted in the first six months, outperforming the market as measured by the S&P / ASX 300 Accumulation Index. However, with several macro challenges facing investment markets, we have delivered a negative return in the ensuing six months despite a broadly defensive portfolio. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
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Polen Capital Global Small and Mid Cap Fund 30 June 2022 Update
Roger Montgomery
July 5, 2022
Our timing of the launch of the Polen Capital Global Small and Mid Cap Fund has unfortunately coincided with a broad global sell-off that has been tough to navigate for investors who focus on quality and growth. continue…
by Roger Montgomery Posted in Polen Capital, Video Insights.
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How much would higher immigration rates help equity markets?
Roger Montgomery
July 5, 2022
In this week’s video insight Roger discusses how the fate of equity markets now hinges materially, but not solely, on the employment picture and the how central banks navigate the very serious choice they have to make between inflation or recession. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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Relief rally or sustained bounce?
Roger Montgomery
July 1, 2022
In this video insight Roger discusses current market conditions with equities having rallied off the lows recently thanks to a lower oil price and a retreat in bond yields amid fears of a recession. Have we reached the bottom yet? continue…
by Roger Montgomery Posted in Video Insights.
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Why I’m less pessimistic about rising official cash rates
David Buckland
June 29, 2022
In this week’s video insight David identifies why he is less pessimistic about rising official cash rates than many commentators, and with the damage done to share prices since late-2021 why we might soon be provided with some good opportunities to buy high quality businesses at very reasonable prices. continue…
by David Buckland Posted in Video Insights.
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What to expect from the stock market?
Roger Montgomery
June 23, 2022
In this week’s video insight Roger discusses what could be next for the stock market. We already know that P/E ratios have compressed considerably, and taken into account all of the increase in bond rates. What they haven’t done, of course, is priced a very significant recession, nor have they priced the possibility of a financial crisis of any description. But what happens if rates stop rising, and if economies don’t go into a recession, and we don’t get a financial crisis? continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
