Since inception, the Montgomery Small Companies Fund has turned $1. 00 into $1. 2482, outperforming the S&P/ASX Australian Small Ordinaries Index by over 15% after all expenses to 31 January 2021. The only way to be part of significant growth is to be there at the start.
The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched.
The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons. Not the least of these has been how poorly-understood the whole episode has been.
There are a number of arguments being advanced to suggest the stock market is in a gigantic bubble that is at risk of bursting imminently.
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...
Most investors are aware that COVID-19 is accelerating economic forces such as indebtedness, low interest rates and asset price inflation. But there is perhaps less awareness of another powerful trend that COVID is also accelerating: the ‘Gilded Age’-style economic inequality that has been emerging in recent decades.
For much of the last hundred years or so, investment decisions have tended to be framed primarily in terms of a hard-nosed assessment of just one thing – shareholder value.
Since inception, the Montgomery Small Companies Fund has turned $1. 00 into $1. 2482, outperforming the S&P/ASX Australian Small Ordinaries Index by over 15% after all expenses to 31 January 2021. The only way to be part of significant growth is to be there at the start.
The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting in a better earnings result than consensus sell side forecasts.
After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now should be the time to be discussing dividends.
The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched.
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.
In this article for Finder X Roger discusses how to approach the stock market and the two ways that closes the loop between investing and speculating. One of them is pure speculation and the other requires a lot less effort but a little more patience. Let’s look at making a lot of money through the stock market.
In this episode of ABC Nightlife Roger joined Philip Clark to discuss the Reserve Bank of Australia’s decision to keep the record low cash rate of 0. 1 per cent unchanged until at least 2024 and extending its bond-buying program. Will the extended quantitative easing drive share markets higher? Listen here.
In this video for Livewire Chris identifies the reasons for investors to be excited in 2021 – vaccines, trillions of dollars of fiscal stimulus and low interest rates. Chris discusses not one but three stocks for the year ahead, together which hold over a trillion dollars in client assets.
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