Archive: August, 2022

August 24, 2022

Are demergers a value opportunity for shareholders?

By Roger Montgomery

De-merging single or multiple operating business units into a separate entity is also known as a “spinoff”. The result: incumbent investors are frequently faced with the consequences of a company in which they own shares, rolling out one of its businesses to create a separately listed company.
August 15, 2022

A two-part framework for investing for growth

By Roger Montgomery

There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch, diminishing Central Bank liquidity and escalating geopolitical tensions all have the potential to alter sentiment in a second and change the fortunes for many.
August 2, 2022

Framework for investing is working already

By Roger Montgomery

We have been prompting investors over the last month or two to consider a framework for investing amid macro-economic, geopolitical and central bank chaos. Trying to pick how markets will respond to a barrage of sometimes conflicting influences is near impossible.


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