David discusses four major factors which could be causing the low rate environment we currently find ourselves in. Watch here
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U.S. Auto Industry Update
George Hadjia
December 19, 2019
The U.S. auto industry is an important part of the U.S. economy, directly and indirectly employing millions of Americans. The Montaka team monitors developments in the auto space carefully to source new ideas, and to get a read on any broader trends in the U.S. economy that may manifest early on in the auto market. This article extracts a number of high-level trends and data points on the U.S. auto market. Continue…
by George Hadjia Posted in Manufacturing.
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Economics of a broadcaster: sunk or variable?
Phillip Namara
December 19, 2019
In-line with my previous piece, I’ve decided to further examine the media industry – taking a deep dive into the economics of the broadcasting business and how they have evolved over time. The revenue function for broadcasters has remained consistent throughout history, coming mostly from a uniform mix of advertising and sponsor revenue. Continue…
by Phillip Namara Posted in Media Companies.
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- POSTED IN Media Companies.
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WHITEPAPERS
Part II: low rates, assets inflate
Andrew Macken
December 18, 2019
Since the Global Financial Crisis (GFC) in 2008, central bankers worldwide have pursued expansionary monetary settings to buoy tepid economic growth by cutting policy rates and buying government bonds. As a result, low interest rates have been a fact of life in large developed economies for the past decade – and counting. Continue…
by Andrew Macken Posted in Whitepapers.
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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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The market’s expensive, right?
Andrew Macken
December 17, 2019
Finance theory teaches that when you invest in a firm, your expected percentage annual return is some spread over and above the risk-free interest rate (typically viewed as the annual yield on a government bond). The size of this “spread” is proportional to the risk that you bear. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
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Where are you spending your entertainment dollars?
Amit Nath
December 16, 2019
People’s thirst to be entertained is truly insatiable and we allocate a very significant proportion of our disposable incomes and spare time towards the pursuit of amusement. So, it is interesting to consider, what are our favourite types of entertainment and by extension, what are our favourite characters and stories? Continue…
by Amit Nath Posted in Consumer discretionary.
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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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