Video Insights
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Two stocks we currently like
Gary Rollo
May 19, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics. And we think Allkem is very attractive in the lithium sector. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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What happens to share prices is earnings fall?
Roger Montgomery
May 12, 2023
In this week’s video insight Roger discusses the most obvious and predicted recession ever and a commensurate collapse in earnings. Earnings are holding up relatively well. But if they fall what happens to prices? Well, it turns out the relationship isn’t as clear as you might expect. continue…
by Roger Montgomery Posted in Video Insights.
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Three transport stocks we like
Roger Montgomery
May 3, 2023
In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now. Roger shares three transport companies that we currently have a positive view on including Transurban (ASX:TCL), Auckland International Airport (ASX:AIA) and Alliance Aviation Services (ASX:AQZ). continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Stocks we like in the EV space
Gary Rollo
April 17, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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Why we have exposure to the long-term EV theme
Gary Rollo
April 13, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the long-term electric vehicle (EV) theme, what’s been happening in global markets and the team’s approach to investing in EV. continue…
by Gary Rollo Posted in Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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What we have seen from the first quarter
Roger Montgomery
April 4, 2023
In this week’s video insight Roger reviews what has happened during the first quarter, the performance of markets so far and what’s important looking forward. All eyes are on the short and long-term plausible paths for monetary policy. Despite this, Roger remains optimistic for investing in high-quality businesses generating double-digit earnings growth. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Are today’s circumstances similar to the GFC?
Roger Montgomery
March 23, 2023
In this week’s video insight Roger reviews the current market situation, including the collapse of U.S. banks and in the fast-moving financial markets, while it may seem risky to rule out another GFC, the probability, upon an assessment of the odds, appears to be low.
continue…by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Polen Capital expands its global emerging markets footprint
David Buckland
March 15, 2023
In this week’s video insight David provides an update on our global equity partner Polen Capital including how the Polen Capital Global Emerging Markets Growth Team selects what they believe are high quality 25-40 companies with difficult-to-replicate competitive advantages.
by David Buckland Posted in Polen Capital, Video Insights.
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Time to get back to basics
Roger Montgomery
March 8, 2023
In this week’s video insight Roger discusses his views on what long-term investors should be focused on. Roger believes quality growth companies will ultimately return to popularity and when they do watch out. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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History doesn’t repeat, but maybe it rhymes
Roger Montgomery
February 24, 2023
In this week’s video insight Roger shares reasons to be optimistic about investing in equities and current market conditions. Despite all the doom and gloom surrounding markets at the moment, what matters more than anything else is inflation. Inflation hurts stocks overall because consumer spending drops and corporate profits are impacted by higher input costs. continue…
by Roger Montgomery Posted in Video Insights.
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