• Markets rose in the wake of news the federal government would extend the COVID-19 stimulus packages to the end of March. Should investors be cautious? Listen here.

Montaka’s quarterly update (Q2 2020)

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Montaka’s quarterly update (Q2 2020)

The world has changed drastically over recent months and our portfolios have also been updated to reflect the new realities we face today. With the June quarter now behind us, that rounds out an extraordinarily turbulent 12 month period. In this video update, Andrew shares Montaka’s latest thinking. 

The most significant event in 2020 has been by far the COVID-19 pandemic. And to put this into context, the Bank of International Settlements believe there is a good chance this will not only be the defining event of the year, but of the 21st century for economic historians. And of course, as we know, it’s not over yet. But what we do know is that the world has changed drastically over recent months. And our portfolios have also been updated to reflect the new realities we face today. While the COVID-19 crisis is far from over, we do see some areas of attractive investment opportunity around digitisation – both of the enterprise and the consumer – which have accelerated in recent months.

We continue to believe the coming months and years will present us with opportunities to make attractive, multi-generational investments. Our current defensive positioning positions us well to take advantage of these and, in our view, maximises the probability of delivering outsized long-term returns.

We feel deeply privileged for the trust you continue to place in us to protect and grow your wealth, alongside our own wealth. We are confident we have the right structure and people to endure and succeed for our investors.

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Andrew Macken is the Chief Investment Officer of the Montaka funds and the Montgomery Global funds. He established MGIM in 2015 in partnership with Montgomery.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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