ScrollWhere next for Telstra?
By Tim Kelley
In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base.
In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base.
According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution.
Portfolio Managers Gary Rollo and Dominic Rose provided an introduction to their investment philosophy and process which ultimately seeks to invest across the growth spectrum in three core areas: Stable Compounders, Tactical Opportunities and Structural Winners. Through active management during a volatile 2020, the Fund has delivered strong outperformance of 18.
Over the past month, the Dow Jones Industrial Index has outperformed the tech-heavy Nasdaq Composite Index and a new narrative has emerged that the market is favouring ‘value’ and ‘re-opening’ stocks (contained in the Dow) over ‘growth’ and ‘COVID winner’ stocks (listed on the Nasdaq).
In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward.
I regularly join Philip Clarke’s ABC Nightlife radio show to discuss, and answer questions on, investing and markets. This week, the board lit up with people wanting to ask about the topic du jour – Bitcoin.
The success of the Australian superannuation system, envied by most governments around the world has now grown to encompass close on $3 trillion of assets. This is broadly split between three different types of fund – Public Sector/Industry/ Corporates, Retail and Self Managed Super Funds (SMSF).
A new year has been celebrated at the Montgomery office, and with the New Year we thought we would revisit one of the most frequently asked questions from prospective investors: how are fees charged in your managed funds? Whilst obvious to some, the raft of investment strategies out there and the addition of exchange traded funds (ETFs) have made the question...
The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. But first, let me explain the categories. Exclusive Content This is exclusive content to subscribers on rogermontgomery. com.
In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base.
Move over cryptocurrencies. There’s a new kid on the block(chain) – non-fungible tokens (NFTs). And if you’re an investor, you need to know about them. Because there is real money being spent, and fortunes being made. For some people, cryptocurrencies represent all that is wrong with unbridled capitalism, ultra-low interest rates, investor behaviour and even millennials.
Inditex, short for Industrial de Diseno Textil, is a Spanish multinational clothing company with 6,800 stores in 96 markets worldwide. Brands include Zara, Bershka, Massimo Dutti, Pull&Bear, Stradivarius, Oysho, Zara Home and Uterque. Like most clothing retailers, revenue in the year to February 2021 was hard hit by COVID-19 at E20. 4 billion (US$24. 1 billion).
Oksana Patron published an article in Money Management discussing the launch of two Polen Capital Funds in partnership with Montgomery Investment Management. Montgomery entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process. Read here.
Karren Vergara published an article in Financial Standard discussing Montgomery’s partnership with Polen Capital and the upcoming launch of two of Polen Capital’s growth strategies for local clients. Read here.
In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.
AMP’s plan to be bought out has been thrown into disarray after Ares Management withdrew its takeover bid. The market has subsequently materially downgraded earnings for 2021 and 2022.