Investor Insights

PANIC OR PANDEMIC?

There’s the coronavirus pandemic and then there’s the associated panic. Both will have an impact on near term investment returns as markets fall further – although where are the opportunities? Remember the mantra – the lower the prices, the higher your return.

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Popular & Featured

March 17, 2020

Rain Man and the Australian All Ordinaries Index

By David Buckland

On the night of the 19 October 1987, the Dow Jones Industrial Average declined 22. 6 per cent from 2,246. 7 to 1,738. 4 points. During the ’87 Crash, the Australian All Ordinaries Index fell from 2,312 points to 1,149 points, a decline from peak to trough of 50 per cent.

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March 10, 2020

Australia’s worst equity performance day since the GFC – some observations

By Scott Phillips

Yesterday saw the ASX 200 Index sell off a whopping 7. 3 per cent in what was the most brutal fall in our Australian equity market since 10 October, 2008, which was in the height of the GFC. From the peak just 13 days ago the ASX 200 has dropped 19.

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March 9, 2020

Coronavirus Correction

By Andrew Macken

In the wake of the latest news about the coronavirus cases and the sharp correction seen in global equities, Andrew Macken, Montaka’s CIO addresses two key questions which are being posed by investors. To learn more, watch this special edition of Montaka’s Spotlight series.

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March 5, 2020

Why we continue to like Codan

By Andreas Lundberg

Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like.

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Learn About Investing

In this section we explore investing basics, common themes and information to help guide your investing journey.

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.

March 5, 2020

The importance of a Competitive Advantage Period

By Daniel Wu

Competitive Advantage Period is a key investment concept that is often overlooked by investors. An understanding of this concept can help investors better determine what they’re paying for when they buy a stock. Under the expectations investing framework which the Montaka team utilises extensively, one key component that attracts less consideration is the Competitive Advantage Period (CAP).

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February 26, 2020

Are you overweight in growth stocks?

By Tim Kelley

In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth stocks have had a winning streak, is now a good time to consider shifting the balance of your holdings towards companies that can demonstrate the ability to generate profits today.

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February 19, 2020

WHITE PAPERS

Is it time to rebalance your retirement portfolio?

By Roger Montgomery

In the current environment of ultra-low interest rates, generating enough income for retirement can be challenging. Instead of being able to add to their nest egg, many retirees find themselves needing to withdraw capital to make up a shortfall between their lifestyle requirements and their income.

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February 13, 2020

Are quality businesses set to shine again?

By Tim Kelley

Some years ago, we put together a notional “High-minus-low quality” portfolio, which holds long positions in ASX-listed companies that we consider to be high-quality, and short positions in companies that we consider to be lower-quality. The absolute return from this portfolio provides an indication of whether the higher quality companies are outperforming the lower-quality companies.

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Latest Insights

March 30, 2020

Global Webinar follow up FAQs

By Andrew Macken

The world of global equities changed quite dramatically over the past few weeks, as markets corrected from record highs and investors look to weigh up the potential buying opportunities. In a recent discussion with our investors, a series of common questions are answered here. 1.

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March 26, 2020

US Economy Risen by Easter?

By Christopher Demasi

Earlier this week US President Donald Trump started to raise hopes that restrictive measures being taken to slow the spread of the novel coronavirus would be lifted soon and the economy would be restarted by Easter. Short of a miracle, we can’t see this happening.

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March 24, 2020

Rain Man and the Australian All Ordinaries Index (Part 2)

By David Buckland

There have been seven bear markets since the early 1970s. That’s an average of one every seven years.

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March 23, 2020

How should you think about cash?

By Tim Kelley

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision.

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Media Clips

March 30, 2020

Flight Centre to stand down thousands of workers due to coronavirus, Smiggle among stores closing until May

By Roger Montgomery

Stephanie Chalmers published an article in ABC News which discusses how thousands of Australian workers have been stood down from their jobs due to store closures and draws on Roger’s point that landlords have the capacity to offer rent free incentives to keep retailers around. Read here.

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March 24, 2020

Money News 20.03.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to share an update on the coronavirus and how markets are holding up throughout this pandemic. At some stage we know that people will travel again, the health issues will end and potentially a vaccine will be developed.

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March 18, 2020

ABC Nightlife – COVID-19

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss what we should expect from markets down due to the coronavirus. People are panic buying in supermarkets and investors are panic selling on the stock market. With the S&P ASX 200 sinking 30 per cent from its all-time high on February 20.

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March 17, 2020

RBA calls in the big guns to fight the war on recession

By Roger Montgomery

Rod Myer published an article in The New Daily which discusses how the Reserve Bank of Australia has stepped in to defend the economy from a major downturn by launching a quantitative easing program. Read here.

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THINK FOR YOURSELF.
WE DO.

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Investor Insights

PANIC OR PANDEMIC?

Popular & Featured

By David Buckland

By Scott Phillips

By Andrew Macken

By Andreas Lundberg

By Daniel Wu

By Tim Kelley

By Roger Montgomery

By Tim Kelley

By Andrew Macken

By Christopher Demasi

By David Buckland

By Tim Kelley

By Roger Montgomery

By Roger Montgomery

By Roger Montgomery

By Roger Montgomery

THINK FOR YOURSELF. WE DO.

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THINK FOR YOURSELF.
WE DO.