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  • The Yandex tailwinds

    David Buckland
    March 8, 2021

    In an interesting piece of research into the Russian e-commerce market, JP Morgan surveyed 3,000 online shoppers and concluded that online sales will grow at an annualised 28 per cent over the next five years. Continue…

    by David Buckland Posted in Companies, Emerging Markets.
    • save this article
    • POSTED IN Companies, Emerging Markets.
  • Why you should be wary if bond rates rise

    Roger Montgomery
    March 5, 2021

    Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative ‘assets’ like cryptocurrency. But, if rates start to rise in a meaningful way, the price of these assets could tumble. Now could be a good time to re-assess your portfolio. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
    • 2 Comments
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    • 2
    • POSTED IN Editor's Pick, Market commentary.
  • Are SaaS businesses the new safeties? Why Polen think they could be recession-resistant investments

    Polen Capital
    March 4, 2021

    In a challenging COVID-19 environment, the performance of Polen’s Software-as-a-Service (SaaS) holdings has led the firm to question whether these companies may offer the benefits of typical recession-resistant businesses but with potentially more sustainable growth. Continue…

    by Polen Capital Posted in Polen Capital.
    • 2 Comments
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    • 2
    • POSTED IN Polen Capital.
  • My take on a terrific reporting season

    Roger Montgomery
    March 3, 2021

    One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. Continue…

    by Roger Montgomery Posted in Companies, Market commentary.
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    • POSTED IN Companies, Market commentary.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • What do you think of Bitcoin?

    Roger Montgomery
    March 2, 2021

    It is the question I am most frequently asked by young people that stop me in the street.  Indeed, even my own kids ask me for a view. What follows is a few thoughts I share with them. Continue…

    by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
    • 10 Comments
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    • POSTED IN Editor's Pick, Foreign Currency.
  • Montgomery Partners with Polen Capital

    Roger Montgomery
    March 1, 2021

    Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time. Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.
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    • POSTED IN Montgomery News and Updates.
  • The rapidly changing ESG environment

    Tim Kelley
    March 1, 2021

    How are investors’ ESG priorities and practices changing? Bfinance’s recent research has shown investors believe ESG will outperform in the next three years. Continue…

    by Tim Kelley Posted in Investing Education.
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    • POSTED IN Investing Education.
  • Scentre Group’s activity returns to pre-pandemic levels

    Roger Montgomery
    February 26, 2021

    We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an impairment to the company’s Enterprise Value of as much as 30 per cent versus pre-crisis. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
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