Investor Insights

Archive: March, 2019

March 29, 2019

Algorithms could create unusual rotations in equity markets

By Andrew Macken

Oksana Patron published an article in Money Management which discuss Andrew and Chris’ latest whitepaper. The paper identifies unusual rotations in global equity markets which could be due to algorithmic trading and discusses how the global market has actually delivered approximately zero in the past four years. Read here. Click here to read our latest whitepaper, The Marvelous Mr.
March 29, 2019

Trading Day Live featuring Roger Montgomery: 28 March 2019

By Roger Montgomery

Roger appeared on Your Money’s Trading Day Live to discuss the recent negativity on broader markets stemming from the inversion of the yield curve. Will we see interest rate cuts when the RBA meet in April? And if we do see rate cuts, how will this impact the Australian dollar and markets?  
March 28, 2019

Money News 26.03.2019

By Roger Montgomery

In this interview on Money News, Roger discusses his view on the talk of a recession being premature. We are seeing a slowdown but the Government has the ability to decrease taxes and the RBA can cut rates.
March 22, 2019

Online shopping just doesn’t add up for grocery giants

By Andrew Macken

In this article for the Herald Sun Andrew identifies the increased demand for online shopping.  As online penetration continues to grow it is difficult to see how the profit margins of Woolworths and Coles can remain unscathed. Read here. The Montaka Global Funds are short Woolworths Group, Walmart and Kroger.
March 20, 2019

Money News 19.03.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the Chant West report on performance numbers for Australian superannuation funds for the first few months of the year. If we remove financials and resources from the market, would it have still rallied as much this year?
March 19, 2019

Is this a Home Run Investment for Amazon?

By Roger Montgomery

Harje Ronngard published an article for Money Morning where he mentions Roger’s view on Appen’s recent acquisition. What happens when money is cheap and optimism is high? Read here.
March 19, 2019

Buckle up for a bumpy ride

By Roger Montgomery

In this article for Money Magazine Roger identifies the bumpy ride that is in store for car sales. The credit squeeze and poor wage growth has caught up with showrooms. Roger identifies three companies in the sector that may be impacted. Read here.
March 19, 2019

Sector where capturing eyeballs is value for money

By Roger Montgomery

In this article for the Herald Sun Roger takes a look at the results from the most recent reporting season. One sector doing it particularly tough is television advertising. Year on year, in the second half TV advertising went backwards by almost 5 per cent. Read here.
March 15, 2019

Money News 13.03.2019

By Roger Montgomery

In this interview on Money News, Roger discusses why house prices could have further to fall. There are three reasons pointing to a further decline, and this might impact the third biggest employer in Australia – the construction sector.

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