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Macquarie’s economic update part 1 – Inflation, war and COVID
Roger Montgomery
April 22, 2022
Recently, Macquarie Bank economists, Ric Deverell and Hayden Skilling, provided their much anticipated global economic update. It includes insights into how COVID and Russia’s invasion of Ukraine are impacting supply chains, inflation and interest rate expectations. It also includes their somewhat bleak views on the outlook for property and equity markets. I’ve summarised the key take-outs in four blog posts. Here is the first one. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What to make of KKR’s bid for Ramsay Health Care
Andreas Lundberg
April 21, 2022
As you’ve probably read in the press, a consortium led by US-based investment behemoth, KKR & Co, has just lobbed a $20 billion bid for Ramsay Health Care (ASX:RHC), Australia’s dominant private hospital business. This values each RHC share at an all-time high of $88, well above the previous day’s close of around $64. So it’s potentially good news for RHC investors – including The Montgomery Fund. But what are the chances of the deal going through? Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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The Montgomery Fund quarterly video March 2022
Joseph Kim
April 21, 2022
The March 2022 quarter has been a challenging environment for The Montgomery Fund’s core philosophy of investing in quality businesses diversified across the growth spectrum. We observed significant divergence in relative share price performance across our holdings despite our investee companies delivering solid financial results in a difficult environment. We remain cautious on recent market moves as volatility remains elevated across all financial markets. Continue…
by Joseph Kim Posted in Video Insights.
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MEDIA
Spark Your Fire – markets with Roger
Roger Montgomery
April 20, 2022
Roger joined Jas on the Spark your FIRE podcast to discuss how the start of 2022 has seen the most unexpected black swan of all time – a war in eastern Europe. The Russia and Ukraine war will have long lasting implications on the global economy with impacts on supply chains and commodities. Listen via the embed player below:
by Roger Montgomery Posted in Podcast Channel.
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Aeris Resources – drilling is the truth; and successful exploration is transformational
David Buckland
April 20, 2022
Aeris Resources (ASX:AIS) has had a successful drilling program and pleasingly increased its Copper production guidance at Tritton, about 50 kilometres north-west of Nyngen, Central NSW, from 19,000 tonnes in Fiscal 2022 to around 31,500 tonnes in Fiscal 2025, and importantly the life of the mine plan has been extended from three years to at least eight years. Continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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Two high quality businesses you should get to know
David Buckland
April 19, 2022
Montgomery Investment Management has partnered with US-based fund manager Polen Capital to help deliver superior returns for our investors. Polen’s team manages US$82 billion in total assets, and its longest-running flagship investment strategy has averaged double-digit annual returns for more than 30 years. Here I’d like to share with you two high quality firms in the Polen Capital Global Small and Mid Cap Fund. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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nabtrade Your Wealth: The wall of worry – what to do with your money
Roger Montgomery
April 15, 2022
Roger joined Gemma Dale on the nabtrade podcast Your Wealth to discuss how seriously we need to be taking rising inflation and which sectors for investors have the greatest potential. A lot has changed in markets this year and Roger thinks the most important switch has been the change in short-term inflation expectations and central banks starting the rate hikes. House prices are falling and business and consumer confidence are taking a hammering. Yet, at the same time, inflation is high and the employment rate is low.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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What to expect from bank net interest margins
Stuart Jackson
April 14, 2022
In this week’s video insight Stuart discusses the performance turnaround from the major banks, which is due to a change in the market’s outlook for net interest margins on the back of an expectation of rising rates. Continue…
by Stuart Jackson Posted in Companies, Financial Services, Video Insights.
