Given the new developments over the recent weeks regarding the US/China trade war, it is difficult to see either side backing down in the near-term. Does this make the global equity environment less favourable? Andrew identifies why our global portfolios have reduced their exposures. | Roger Montgomery
2:59
Given the new developments over the recent weeks regarding the US…
600 viewsMay 27, 2019
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3.3K views · 29 reactions | Are you trying to diversify your domestic stock selection? Andrew was recently interviewed by the ASX, and in this 10-minute video, discusses opportunities in the technology sector, with the “FANG” companies that can generate super-normal returns from their advantages. He gives a great overview of the best-performing stocks in recent memory to help you understand what drives that success. | Roger Montgomery | Facebook
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3.3K views · 29 reactions | Are you trying to diversify your domestic s…
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In this video Dominic Rose discusses two high growth Australian retailers with significant global expansion strategies. These two companies make up around 5% of the Montgomery Small Companies Fund portfolio and Dominic discusses why their prospects are improving as the US and UK open back up post COVID-19. Learn which companies Dominic is talking about here. | Roger Montgomery | Facebook
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In this video Dominic Rose discusses two high growth Austra…
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1.4K views · 16 reactions | In this short video, Andrew covers a range of “hot” global mega trends and asks if investing globally is simply a case of buying the right megatrend? He demonstrates a text book lesson in understanding a mega trend, understanding market expectations and shows you the outcome. Wow! Good learnings here readers: | Roger Montgomery | Facebook
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1.4K views · 16 reactions | In this short video, Andrew covers a rang…
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In this week’s video insight David brings some interesting thoughts to the table when comparing the largest companies – Australia’s top five to the global top five businesses. Interestingly, there are only three non-American businesses in the global top ten. Do you have enough global equities exposure in your portfolio? | Roger Montgomery | Facebook
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In this week’s video insight David brings some interesting thoughts …
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9 comments | At the HOPE Global Forums, NFL Commissioner Roger...
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Join David Buckland and Rob Forker, portfolio manager at Polen Capital, in this week’s video insight for an insightful discussion as we delve into their strategy for selecting elite companies from 8000 global stocks. Discover their approach to balancing stability and high growth! | Roger Montgomery | Facebook
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2.3K views · 19 reactions | In this video Andrew provides an update …
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