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Infrastructure assets for the digital economy – Data Centres
Gary Rollo
December 18, 2019
Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing field thanks to Cloud Computing and the Digital Economy. It’s why we believe that small companies represent an attractive area for investing. Continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.
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Breaking news! Economists have got us all wrong!
Roger Montgomery
December 17, 2019
Economists have long been the butt of jokes – including that they make sheep look like independent thinkers! Now, a new study by Dr Ole Peters confirms what most of us long ago concluded: when it comes to human psychology, economists still have a lot to learn. Continue…
by Roger Montgomery Posted in Investing Education.
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2019 – the year in review
Joseph Kim
December 16, 2019
With the year coming to a close, I thought it would be interesting to look at 2019 in terms of some of the movements we saw in the ASX300 and its constituents. Continue…
by Joseph Kim Posted in Editor's Pick, Market commentary.
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Are we seeing a dissonance between credit markets & broader equity indices?
Roger Montgomery
December 12, 2019
UK Macroeconomic Strategist Michael Wilson has penned an interesting piece entitled “Involution” which came across my desk. It was interesting enough that I thought it worth sharing in its entirety. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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