When will NSW see a peak in COVID-19 cases? Gary reviews the progression we have observed so far. Read here.
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Generation gap in the sharing economy: Part II
Amit Nath
March 16, 2020
As we discussed in the first article of this series, millennials openness to share clothing is far higher than prior generations. In tandem with this is their desire to keep outfits constantly rolling for social media, experiential and professional motivations, in addition to it being a more environmentally sustainable choice. Continue…
by Amit Nath Posted in Consumer discretionary.
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Insights from the MS TMT Conference
George Hadjia
March 16, 2020
I recently heard from a range of companies at the annual Morgan Stanley Technology, Media and Telecommunications conference in San Francisco. There were a number of themes and trends that were raised by the companies in attendance, such as transitioning workloads to the cloud, or assisting firms with their digital transformations. Continue…
by George Hadjia Posted in Companies.
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Stocks just entered a bear market. Now what?
Daniel Wu
March 13, 2020
A day after the ASX 200 entered bear market territory, the longest-ever bull run in U.S. stocks also came to an end. The Dow Jones Industrial Average took just 19 trading sessions to fall 20 per cent from its most recent record high – the fastest bull-to-bear market transition in history. U.S. stock indices are now firmly in bear territory, with the Dow and S&P 500 falling a further 10 per cent on Thursday. But setting aside the headlines and the gut-churning ride so far, what should investors do now? Continue…
by Daniel Wu Posted in Global markets.
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What nobody’s talking about…yet
Roger Montgomery
March 12, 2020
Our analysis of the COVID-19 data indicates that as testing increases so do confirmed cases. This may seem obvious once articulated but the reality is that in February the United States – a country of 340 million people – was conducting a total of 92 tests per day! Continue…
by Roger Montgomery Posted in Global markets, Health Care.
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Checking in with our global portfolios amid COVID-19
Andrew Macken
March 12, 2020
We have naturally received a number of questions about how we are framing the risks around the coronavirus and how we are positioning our global portfolios. What follows is a brief summary of our thoughts on these topics, as they currently stand. Continue…
by Andrew Macken Posted in Global markets, Montgomery News and Updates.
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Will Australia come to rue a lack of hospital beds?
Tim Kelley
March 12, 2020
How will we fare if the Coronavirus really takes off in Australia? Possibly not so well if the extent of available hospital beds is the benchmark. Continue…
by Tim Kelley Posted in Health Care.
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Navigating plunging markets through this pandemic
Roger Montgomery
March 12, 2020
With the coronavirus officially being declared a pandemic we bring you this special edition of our video insight discussing how we are handling current market conditions at Montgomery. Today the first order concern is the impact of the virus on populations, the second is the consequences of containment efforts on economic growth, and third are the consequences of protracted lockdowns on the cash flows of businesses. Continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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How value investors could benefit from this market correction
Roger Montgomery
March 12, 2020
It’s been a tough few years for value investors, with value stocks now trading at the largest discount to growth stocks since the 1999 tech bubble. But I think the discount will close as the market correction separates quality businesses from expensive, high beta, high hope stocks. Continue…
by Roger Montgomery Posted in Global markets, Investing Education, Market commentary.
