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Some fund managers celebrate a 1% outperformance of their benchmark over a year. The Marcus Today Growth SMA has outperformed its very demanding ASX 300 Accumulation...

The US forces stationed in the Philippines in 1942, faced an impossible task. The Japanese Imperial army had taken control of most of South East Asia and there would...

Today we look at the at the credit fallout of Coronavirus. What is the nature of this financial crisis? Is it over or does it have further to run? What is the role of...

When markets correct, it’s always for a different reason, but its almost always follows a market high when optimism is pervasive. Anton Tagliaferro, founder and...

It is estimated that 30 gigawatts of renewable energy will come onto the market in Australia over the next decade. Cameron Brownjohn, CEO of Federation Asset...

The global events that have occurred at rapid pace over the past few weeks have led to unprecedented government policy action from major economies, including the US,...

Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets.In it were...

Active fund managers tell us that a major part of their research process is company visits and field research. Access to management, site visits and interactions with...

The Australia Day long weekend feels like a lifetime ago now. Back then, there were just 400 cases of Coronavirus, all of which were in some far off place called...

During this period of worldwide crisis, frequent and momentous headlines bring our attention to the short, sharp and unusual movements in the price of all securities,...

Since the ASX hybrid markets' all-time record 6.46% flash-crash on Monday, which was triggered by a completely incorrect news report that NAB had bailed-in its NABPC...

Devastating events such as the recent bushfires, which impacted approximately 80% of Australians in some way and charred ~20% of total forest cover in our nation, have...

Plus, Chalice and Alkane do the business with the drill bit, Bellevue and Red 5 show there is still money for good projects and Tietto hits visible gold.It’s not a...

The rapid global spread of COVID-19 has quickly evolved to the equally rapid shutdown of economies, causing anxiety in financial markets. Whilst stopping the spread is...

Equity markets are working hard to create a market trough, with US markets overnight rising for the third day to be on pace for their best three-day rally since 1933....

Here at Montgomery we have been tracking COVID-19 testing data, rather than just cases alone. Our logic is that testing drives cases, and that case growth would...

Savvy investors have been able to protect themselves against the market carnage by adopting tactical asset allocation strategies using exchange-traded funds (ETF),...

In our last post on March 4th this year, we discussed a number of important points as to why we had decided to take our fund to 90% cash. An article that with the...

Governments and society have chosen a rapid slowdown in economic growth to save lives. A health crisis has become an economic crisis. Covid 19 has taken hold in...

A key difference between the current economic and markets crisis and its forerunners, and why many people are finding this one so unsettling, is the association...