Investor Insights

February 1, 2022

Which retailers have weathered the market storm?

In response to recent trading updates, the share prices of many listed retailers have been hit for six.   With retail sales falling short of expectations, supply chain disruptions, and the risk of excess inventories, some investors have been spooked, and have headed for the exits.
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January 27, 2022

Codan beats expectations – and the market likes it

With global markets pulling back sharply over recent days, it was pleasing to see the positive trading update by Codan Limited (ASX:CDA).  The company – which makes communications, metal detection and mining technology – has been a significant contributor to The Montgomery Fund’s performance for a long time.
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January 25, 2022

Why this business lender looks set to prosper

Business loan books are growing at their fastest rate since the GFC, as firms start investing again and government support is pared back. One lender that is making hay is small business loan specialist, Prospa Group (ASX:PGL). Prospa is well positioned for accelerating revenue growth, and has a strong balance sheet to fund its growth.
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January 17, 2022

The Montgomery Fund – year in review

By Dean Curnow

The Montgomery Fund (The Fund) closed an impressive 2021, outperforming the S&P/ASX 300 Accumulation Index by 7. 61 per cent, after fees. Over the year The Fund also paid a solid distribution at 30 June and a smaller one at 31 December, which collectively represented approximately 4.
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January 13, 2022

Latest developments from Macquarie Telecom

By Gary Rollo

  In this video Gary Rollo joins Macquarie Telecom Group (ASX:MAQ) Chief Executive, David Tudehope at their data centre in Macquarie Park to discuss the site plans and the benefits and synergies of one single data centre campus as well as the latest developments from Macquarie Telecom.
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January 6, 2022

Farewell 2021, hello 2022

By David Buckland

Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a relatively lacklustre December 2021 half-year in terms of performance. Of the major markets the Hong Kong Hang Seng Index was down 18.
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January 5, 2022

Why I think 2022 will be a very good year for investors

By Roger Montgomery

A year ago, I wrote an article in The Australian which set out the factors I thought would make it a very good year for equities. So far, the local market has behaved as expected – despite all the turmoil in the world – with the All Ordinaries up 13.
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December 17, 2021

A review of markets in 2021

2021 is almost in the books, and it’s once again time to have a quick review of how markets fared. While noticeably less “historic” than 2020’s record breaking year in terms of market volatility and extraordinary events, there were enough developments to keep market participants on their toes.
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December 10, 2021

Why we should be worried about the AdBlue shortage

By Roger Montgomery

If you haven’t already heard about the looming shortage of AdBlue, you soon will. You see, AdBlue, is needed to run the diesel engines of trucks and farm machinery and hospital generators. And, according to some industry players, Australia will run out in February 2022.
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