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Where to next?
Roger Montgomery
April 3, 2020
To describe recent market volatility as high is to understate the facts. Since the peak on February 19, the US market has registered the most rapid sell-off ever, its biggest three-day gain since the 1930s, the biggest one-day percentage gain since 1933 and the second ever largest one-day fall. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is it time to get back in?
Roger Montgomery
April 2, 2020
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.
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COVID-19 Testing data – An update on the US
Gary Rollo
April 2, 2020
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.
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How will COVID-19 impact society in the long run?
Andreas Lundberg
April 2, 2020
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.
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The beautiful game
David Buckland
April 1, 2020
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.
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Your questions: Fund Positioning
Dean Curnow
April 1, 2020
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.
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