5 steps to evolve your investing in the right direction

Stewps to improve your investing strategy

5 steps to evolve your investing in the right direction

Investing is a continual evolution and involves learning and extracting the right lessons. Are you looking for ways to enhance and improve your investing strategy? This article covers 5 key steps for advancing your investment strategy in the appropriate direction.

Top 5 tech stocks - Montaka

Tech not dead: 5 big investment opportunities in tech today

Our latest whitepaper revealed how new waves of innovation, particularly in AI, are fueling a new phase of growth in tech. Despite the recent stock price drawdowns, the future for tech is bright, particularly in AI, and we highlight companies with huge growth opportunities and cheap valuations.

Quarterly Update: Q1 2023

As the saying goes: there are decades where little happens, and there are weeks where decades happen. The weeks of Q1 2023 fell squarely into the latter category. Our letter reflects on the consequences of the rapid monetary tightening, the recent collapse of banks and declining retail spending. The letter also discusses the launch of OpenAI’s latest AI model, GPT-4.

why Microsoft launched its search war against Google and how it is using AI-enabled search tools as an attack weapon

The new ‘Cola wars’: Why Microsoft really launched its search war against Google

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.

Equity vs Corporate bonds spread

Why Buffett is Buying: 3 perspectives that show stocks are still cheap

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 include the Equity Risk Premium (ERP), Corporate bond spreads, and how to measure them with the help of NYU professor Aswath Damodaran.

IS tech dead?

Whitepaper: Why reports of tech’s death are greatly exaggerated

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.