Is now the time to rebalance portfolios towards the highest quality company names that have been left behind by the rally? Read here.
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Deep dive on a recent controversial IPO Pt.2
Phillip Namara
July 28, 2020
In what has been a tumultuous year for equity markets, that has seen many high-profile IPO’s delayed, Lemonade Inc. IPO’d on 2 July with a market cap of about US$3 billion and a mission to “harness technology and social impact to be the world’s most loved insurance company.” Continue…
by Phillip Namara Posted in Companies.
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Fewer migrants is bad news for property
Andreas Lundberg
July 27, 2020
The latest economic update from the Federal Treasurer includes an assumption that net overseas migration will plummet as a result of COVID-19 related travel restrictions. Given that overseas migration is a major driver of property prices and construction activity, this will put a dampener on prices and have a major impact on employment. Continue…
by Andreas Lundberg Posted in Property.
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Can YEEZY bridge The Gap?
Daniel Wu
July 24, 2020
The Gap Inc. (GPS), an icon of American fashion for the 90’s generation, has fallen on tough times in recent years. Along with its apparel retail peers, GPS has faced a slow bleed to e-commerce and then a sharp contraction in the aftermath of the COVID-19 pandemic. The brand, which has been losing relevance with American shoppers for years, recently found an unlikely ally in its attempt at reinvention – Kanye West and his fashion company YEEZY. The stock market reacted positively to the news, but can YEEZY bridge the gap for investors? Continue…
by Daniel Wu Posted in Companies, Consumer discretionary.
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The future of computing
George Hadjia
July 24, 2020
For the longest time, advances in computing have tracked Moore’s Law. However, as we nudge up against the practical limits of Moore’s Law, the future of computing could lie in a new paradigm that was previously thought to be only theoretical: neuromorphic computing and quantum computing. Continue…
by George Hadjia Posted in Technology & Telecommunications.
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Why it pays to invest in structural growth businesses
David Buckland
July 23, 2020
Structural growth companies – like Appen (ASX:APX) and Nanosonics (ASX:NAN) – are generally involved in cloud-based technology, data centres, digital payments, e-commerce and medical technology. Importantly, they can grow regardless of the COVID-19 crisis and the broader economic cycle. Which is the reason we hold an overweight position in our small companies portfolio. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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Montaka’s quarterly update (Q2 2020)
Andrew Macken
July 23, 2020
The world has changed drastically over recent months and our portfolios have also been updated to reflect the new realities we face today. With the June quarter now behind us, that rounds out an extraordinarily turbulent 12 month period. In this video update, Andrew shares Montaka’s latest thinking. Continue…
by Andrew Macken Posted in Video Insights.
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Why we’re strengthening our tilt to e-retailers
Roger Montgomery
July 22, 2020
Our small cap fund’s investments in selected e-commerce enabled retailers has served us well during the COVID-19 period. With total consumption likely to decline over the next year or so, we think these businesses should continue to outperform Brick & Mortar retailers. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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ABC nightlife – should investors be cautious?
Roger Montgomery
July 22, 2020
In this episode of ABC Nightlife Phil Clark and Roger discuss the latest share market moves. The ASX 200 closed yesterday up 2.5 per cent, its best finish since March 6, in the wake of news the federal government would push the close of its COVID-19 stimulus packages out to the end of March. Big gains for the likes of Microsoft, Amazon, Apple and Google parent Alphabet pushed the NASDAQ to a new record high overnight. How cautious should investors be at the moment with all this positive news? Listen here.
by Roger Montgomery Posted in Radio.
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