In this week’s video insight David takes a look at debt-inducted growth, focusing on China, and the balance sheet effects impacting the world’s credit. In 2018 the Shanghai Composite Index was one of the worst performing stock markets in the world, down 25 per cent and this decline coincided with the level of Chinese bond defaults exploding to over US$23 billion.

by David Buckland Posted in Video Insights

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In this week’s video insight Lachlan takes a look at recent Chinese total social financing data which indicates that material economic stimulus may be on the horizon. Just as China’s slowdown has been linked to ours, their growth can stimulate ours. How will it impact us?

by Lachlan Mackay Posted in Video Insights

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In this week’s video insight Tim takes a look at Telstra’s half-year results. Revenue, earnings and cash flow all broadly lined up with expectations so there weren’t many surprises. Although since we last looked at Telstra there have been some interesting developments. continue…

by Tim Kelley Posted in Video Insights

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In this week’s video insight Andrew discusses one of the most important aspects of active funds management – the ability to change exposures in our portfolios.  I’m sure you’ll agree the idea of changing exposures depending on the risks is logical, although is it really that simple?

by Andrew Macken Posted in Video Insights

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In this week’s video insight Joseph introduces Sydney Airport and outlines the investment thesis as well as the key drivers for the earnings outlook. The company has an impressive track record with an enviable monopoly status leveraged to a positive structural thematic. continue…

by Joseph Kim Posted in Editor's Pick, Video Insights

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In this week’s video insight George takes a look at a company that has one of the most advantaged business models in existence. That company is Facebook. While Facebook has been under siege in the news headlines for data and privacy scandals in recent times, we believe the company’s business model remains strong. continue…

by George Hadjia Posted in Editor's Pick, Video Insights

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In this week’s video insight Roger discusses how investing can be very successful without the ability to predict the future. What might be the catalyst to provide investors with an opportunity in 2019?

by Roger Montgomery Posted in Video Insights

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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

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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.

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by Stuart Jackson Posted in Video Insights

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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

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