Investor Insights

May 28, 2019

We’ve reduced our global portfolio exposure

  In this week’s video insight Andrew takes a look at the environment for investing in global equities. With the prospects for a resolution of the US/China trade dispute diminishing, has the environment become less favourable?
Read Article
May 24, 2019

Googling Alphabet’s Earnings

I thought it would be worth spending some time addressing Alphabet’s most recent quarterly financial result, not only because it’s businesses are massive in scale and value, with operations that are important to billions of people around the world (FYI Alphabet owns Google and YouTube), but also because Alphabet is an important holding in the Montaka long portfolio.
Read Article
May 22, 2019

Alibaba keeps growing strongly

Last week Alibaba, the world’s largest retailer and e-commerce company, reported financial results for the final quarter of its fiscal year 2019. Alibaba’s Chinese online retail platform continued to grow strongly and drove astounding performance.
Read Article
May 21, 2019

Beware: Watch for falling WAAAX!

By Roger Montgomery

Do Australia’s rocketing tech stocks – particularly the so-called WAAAX stocks Wisetech, Afterpay, Altium, Appen and Xero – deserve their lofty premiums? The market certainly thinks so. But I’m not so sure. I have previously alluded to the dangers of investing in the pointy end of the US technology boom and specifically warned about Uber.
Read Article
May 17, 2019

Active management and the paradox of skill

In the world of active equity management, investment managers – ourselves included – seek to “outperform” the broader equity market index. This outperformance is typically referred to as “alpha” in the industry jargon. Of course, alpha can be both positive – when a manager outperforms; and negative – when a manager underperforms.
Read Article
May 16, 2019

Does it really matter if the RBA cuts again?

By Roger Montgomery

The Reserve Bank of Australia recently opted to leave interest rates on hold. But with key parts of the economy in decline, it may be just a matter of time before it has to cut again. The question is: how effective will a rate cut be?

Read Article
May 9, 2019

It’s official: Residential construction is crashing before our eyes

By Roger Montgomery

We’ve known for some time that the sharp decline in building approvals would lead to an equally sharp decline in construction activity. It has been our view that because building approvals have already fallen from 280,000 dwellings to 170,000 dwellings, a consequent decline in building activity would start to be seen about now.
Read Article
May 8, 2019

More reasons to avoid Uber’s IPO

By Roger Montgomery

Uber says it is only in the early stages of capturing a $12 trillion total addressable market that includes personal mobility, food delivery, and freight shipping. So, if you believe its prospectus, the potential upside should be huge. But how realistic are its aspirations?
Read Article
May 6, 2019

Where to for Avita Medical?

One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device called RECELL, which produces a “suspension” of spray-on skin cells using a small sample of the patient’s own skin to help treat burn patients and skin defects.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income