Microsoft's recent launch of AI-powered Bing search engine and Edge web browser could be about much more than just web search. This move could be a way of forcing Google owner Alphabet to help accelerate the proliferation of AI, which would potentially benefit Microsoft which can sell more of the cloud computing and enterprise software that power AI.

In this article, we will explore the investing environment that led the legendary investor Warren Buffet to purchase more stocks in 2022 than in the previous 15 years combined. Despite the popular belief that stocks are expensive and corporate bonds are cheap, Amit Nath, the Director of Research at Montaka, presents three vital valuation perspectives that contradict this notion. These...

After the 2022 tech crash, many investors have written the sector off. But in our new whitepaper we outline how the tech sector is about to enter a new phase of growth and dominance, fuelled by innovation and AI. And that has thrown up some remarkable opportunities to buy tech winners that will deliver superior long-term compound returns.

Discover the remarkable long-term strength of S&P Global’s business model. Learn it's a great entry point for investors looking for a high-quality compounder.

We share the five podcasts from Montaka that stood out for us in 2022 and make for great listening.

In this article, we curate five essays from Montaka that are both interesting and important for investors. They contain important information, insights and lessons as we head into 2023.

As we step into 2023, it's a good time to step back and share 5 vital reasons why Montaka’s portfolio is a valuable addition to the portfolios of clients – and of our own.

As we see reports of decelerating growth this year and into next year, some investors may be questioning their outlook. These industries have not entered a ‘new normal’ of permanent slower growth. The slowdown is cyclical, not structural.

Montaka CIO, Andrew Macken shares why he believes there is a strong likelihood that Meta will significantly outperform the very low expectations that are currently embedded in Meta’s stock price.

With so much bad news abound, it can be difficult to see any light amidst the economic darkness. But in engineering labs all around the world, extraordinary advancements in technology are being made. In the not-too-distant future, the economic cycle will turn, and the market’s myopia will fade. And when it does, the new market opportunities unlocked by today’s technological...

Taking a closer look at the Montaka funnel which not only describes our investment process, but also helps explain the relative stability of our portfolio (which might seem unusual, particularly during the recent bear market).

Bargain hunters alert! Spotify shares have fallen 75% from their peak in 2021. Should you panic? We don't think so. Here are 4 key reasons why Spotify can materially increase its earning power in future years and why the stock is way undervalued in our opinion.