Investor Insights

January 13, 2022

Latest developments from Macquarie Telecom

By Gary Rollo

  In this video Gary Rollo joins Macquarie Telecom Group (ASX:MAQ) Chief Executive, David Tudehope at their data centre in Macquarie Park to discuss the site plans and the benefits and synergies of one single data centre campus as well as the latest developments from Macquarie Telecom.
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January 6, 2022

Farewell 2021, hello 2022

By David Buckland

Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a relatively lacklustre December 2021 half-year in terms of performance. Of the major markets the Hong Kong Hang Seng Index was down 18.
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January 5, 2022

Why I think 2022 will be a very good year for investors

By Roger Montgomery

A year ago, I wrote an article in The Australian which set out the factors I thought would make it a very good year for equities. So far, the local market has behaved as expected – despite all the turmoil in the world – with the All Ordinaries up 13.
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December 17, 2021

A review of markets in 2021

2021 is almost in the books, and it’s once again time to have a quick review of how markets fared. While noticeably less “historic” than 2020’s record breaking year in terms of market volatility and extraordinary events, there were enough developments to keep market participants on their toes.
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December 10, 2021

Why we should be worried about the AdBlue shortage

By Roger Montgomery

If you haven’t already heard about the looming shortage of AdBlue, you soon will. You see, AdBlue, is needed to run the diesel engines of trucks and farm machinery and hospital generators. And, according to some industry players, Australia will run out in February 2022.
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December 10, 2021

EML Payments – regulatory concerns appear to be easing

By Dominic Rose

Regulatory uncertainty has been a material overhang for EML Payments’ (ASX:EML) share price since back in mid-May 2021 when the FinTech first informed the market that the Central Bank of Ireland (CBI) had raised significant regulatory concerns relating to the recently acquired Prepaid Financial Services (PFS) business’s anti-money laundering and counter terrorism financing (AML & CTF) risk and controls.
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December 3, 2021

Non-banks capitalise on the big banks’ flight to quality

When it comes to home lending, most of the attention is put on the big four banks. But what about the non-bank lenders like Liberty Financial, Resimac, Pepper Money and AFG? It seems they are faring pretty well, and picking up new customers as the majors re-set their focus on the highest quality borrowers.
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December 1, 2021

Why we invest in both petrol stations and the EV revolution

By Roger Montgomery

Despite the world speeding along on the road to electrification, we think the humble petrol station will still be needed for some years to come, particularly here in Australia. Which is why the Montgomery Small Companies Fund has invested in both Waypoint REIT (ASX:WPR), and mining companies producing the lithium that goes into electric vehicles batteries.
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November 24, 2021

The 3 words that tell me this property boom is over for now

By Roger Montgomery

The key driver for the short and medium-term direction of the Australian property market can be boiled down to just three words: access to credit. And, right now, the conditions for credit access are getting tighter. To my mind, it all points to a property market that is about to lose its froth.
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