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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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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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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by Roger Montgomery's Team Posted in Old Content.

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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.

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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.

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by Roger Montgomery's Team Posted in Old Content.

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Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until it becomes clear that the US understands the scale of its COVID-19 problem and is taking appropriate steps to mitigate. Continue…

by Gary Rollo Posted in Market commentary.

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