With so many companies now trading at cut-price valuations, many of our readers are asking whether it’s time to start buying again. Over the past six weeks many companies are down.  And some of them are very high quality indeed. A new reality exists, and one with the same opportunities as 1987. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

• 11 Comments
• save this article
• 11
• POSTED IN Editor's Pick, Market commentary.

With the data and markets changing so quickly, we thought it best to simply give you the data and our interpretation in all its raw glory. We checked the US data this morning and the NY data is tracking worse than bad. Continue…

by Gary Rollo Posted in Market commentary.

• 2 Comments
• save this article
• 2
• POSTED IN Market commentary.

As the Coronavirus crisis unfolds, social commentators are making predictions for how the world will change once the pandemic ends. I’m sure you’re also making your own predictions – and we’d really like to hear them.  What broad, long-lasting trends do you think we’re about to see? Continue…

by Andreas Lundberg Posted in Market commentary.

• 15 Comments
• save this article
• 15
• POSTED IN Market commentary.

19 February 2020 will go down as the date when many global share markets peaked. Also, on that day was a Champions League (soccer) match between the Bergamo team, Atalanta, and the Spanish team, Valencia, at the famed San Siro Stadium in Milan. Attending were more than 40,000 Bergamaschi, making the 55-kilometre trip to watch their beloved team. Many unknowingly had the Coronavirus, as cases were being reported with great frequency some days later; and Bergamo soon became the worst hit Province in Italy. Continue…

by David Buckland Posted in Global markets.

• 2 Comments
• save this article
• 2
• POSTED IN Global markets.

In a month characterised by pandemics and corrections, it has been fair to say the Montgomery team has been busy on all fronts. Our ongoing commitment to keeping our investors as informed saw us host webinars on both the domestic and global front. At each presentations, our investors were welcomed to ask questions directly of the Montgomery team. I have shared a number of the common questions here. Continue…

by Dean Curnow Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

We recently ran a webinar explaining how we had positioned our domestic funds as markets were peaking in February and ahead of the Coronavirus pandemic.  Attendees were shown our testing data analysis, as well as our suggested framework for navigating the market meltdown.  At the conclusion of the webinar, we invited attendees to submit their questions only some of which we were able to answer in the time allotted to us. Continue…

by Roger Montgomery Posted in Companies, Market commentary.

• 3 Comments
• save this article
• 3
• POSTED IN Companies, Market commentary.

With markets bouncing off their recent lows, it seems many investors are taking comfort from news that China’s COVID-19 outbreak appears to be ending. But I’d advise readers to treat this news with a bit of skepticism. Because, looking at the data, there’s a high chance of more bad news to come. Continue…

by Roger Montgomery Posted in Global markets.

• 12 Comments
• save this article
• 12
• POSTED IN Global markets.