Sky Business with Carson Scott featuring Andrew Macken: 10 January 2018
Andrew joined Carson Scott on Trading Day Live Sky Business to discuss global markets. Which businesses are being structurally challenged by Amazon?
Six fearless predictions for finance, tech and media in 2018
John McDuling wrote an article in The Sydney Morning Herald that discusses predictions for 2018. He mentions Andrew’s view on interest rates and fiscal stimulus. Read here.
Australian fund managers reveal best long and short ideas for 2018
Jonathan Shapiro and Vesna Poljak wrote an article for the Australian Financial Review that reveals the best long and short ideas for 2018. They mention Christopher’s view on Energizer Holdings (NYSE:ENR). Read here.
How Amazon’s strongest business could help it control the future
John McDuling wrote an article in The Sydney Morning Herald discussing Amazon Web Services (AWS), John mentions Andrew’s view on AWS. Read here.
Investors pile into Wall Street tech giants
John Collett wrote an article in The Sydney Morning Herald where he discusses how investors are barrelling into US tech stocks, John mentions Andrew’s view of the PE ratio when it comes to high quality stocks. Read here. Andrew Macken is Chief Investment Officer with Montaka Global Investments. To learn more about Montaka, please call +612 7202 0100.
The tech stampede into sport has begun. When will it reach Australia?
In this article published in The Sydney Morning Herald John McDuling discusses Facebook and draws on some insight provided by Andrew Macken. Read here.
The makings of greatness
In this article published in Money Magazine, I discuss global technology and high performing tech companies. Read here. Andrew Macken is Chief Investment Officer with Montaka Global Investments. To learn more about Montaka, please call +612 7202 0100.
Understanding the mantra: look for sustainable returns
In this column published in the ASA magazine, Andrew Macken discusses the Australian banking sector and several promising global trends. Read here.
The flattening yield curve undermines the Fed’s confidence in the US economy
Vesna Poljak writes an article in the Australian Financial Review that discusses how the US yield curve is flattening at the same time as the Federal Reserve is talking up the prospects for the world’s biggest economy, indicating that the bond market has no faith in what the central bank is saying. She mentions Andrew […]
Spotting the business winners of tomorrow
Killian Plastow writes an article for Nestegg where he discusses Andrew Macken’s view on why successful investors should focus on where the market is heading as opposed to where it has been. Read here.
