covid-19

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....

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...

It hardly seems like a few of weeks ago that we were considering the imminent spread of COVID-19 outside of China and to the rest of the world. While the reaction of...

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...

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...

Australia is in uncharted territory. With the Reserve Bank of Australia officially turning to unconventional monetary policy, what should investors expect and how...

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied...

In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the Great Depression was a paralysis of leadership caused by the...

When we last spoke to Jonathan late last year, he noted that there was hardly any distressed debt on the market for him to buy. Now there's a feast. In today's...

In October last year, Jerome Lander wrote a wire titled "How to invest productively in the coming recession we have to have". At the time, equity markets were...