What might surprise in 2024? 5 questions with our CIO
Giles Goodwill interviews Andy Macken about his outlook for 2024. Join them as they discuss China, AI winners and the recent growth trajectory that global equities have witnessed.
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.
Downfall? 6 vital questions on Meta’s future
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.
The case for investment optimism: 4 tech advancements that will underpin long-term returns (and the 3 stocks you need to profit from them)
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 advancements will come into focus.
4 reasons why Spotify shares are set for a star revival
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.
5 charts that should give investors hope amidst market turmoil
The year so far has been quite shocking for investors who are probably wondering when the turbulence will end. Given that, we take a step back and look at 5 key charts that provide some perspective on the current environment for investors.
‘Multidiscipline’: The secret of Bezos and Buffett’s wild success
In a complex, ever-changing world, where domain-specific information is becoming commoditised and readily available, ‘multidisciplinary’ investing has become one of the true sources of an investment edge. Interestingly, despite the undoubted power of multidisciplinary investing, the investment industry is still largely built on the principle of specialization.
Drawdowns: Even ‘God’s portfolio’ can’t avoid them
Investors have been promised an elixir of big returns and low volatility. But the truth is that to achieve outstanding long-term returns, investors must be prepared to endure large drawdowns along the way – even for the best-performing stocks and portfolios.
Zenith assigns ‘Recommended’ rating to listed Montaka funds
Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only
Equities Fund (ASX: MOGL).
