Investor Insights

April 8, 2021

How to profit from the boom in batteries

By Roger Montgomery

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.
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March 31, 2021

Why small companies have big potential: webinar recording

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.
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March 18, 2021

Why I think house prices will keep going up

By Roger Montgomery

Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time.
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March 16, 2021

LVMH and the rise of China

By David Buckland

I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny. On the corner of Avenue George V stood the iconic Louis Vuitton store and outside, in an orderly line, were several hundred Chinese nationals, waiting patiently to be allowed in by a couple of enormous well-dressed security guards.

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March 15, 2021

Where to invest in 2021

By Roger Montgomery

The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors.
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March 11, 2021

Why we continue to like Uniti Group

By Roger Montgomery

David Buckland has been writing about telecommunications services company Uniti Group (ASX: UWL) since March 2019 – just a month after the company listed on the ASX, when the share price was about 20 cents.   Today, Uniti shares are around $2. 20. That’s better than the proverbial 10-bagger in just two years.
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March 3, 2021

Roger's take on a terrific reporting season

By Roger Montgomery

One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. We expected the results season just ended to be a positive affair.
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