Andy connects with Montaka's Senior Analyst, Amit Nath, from our New York office. Get to know how Amit’s background as a generalist investment banker and credit analyst helps him uncover great long-term investment opportunities for Montaka’s portfolio.

#investment #thoughts #NY #analysis #research #global #equities

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

Andy chats to Chris about two key ingredients for long-term investing success: (i) portfolio concentration; and (ii) long-term patience. Chris wrote about these winning fund manager characteristics in our August Monocle.

A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.

#investing #basics #Passive or #Active #FundManagement #InvestmentMgmt #IndexFunds #ActiveETFs #MKAX #MOGL

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

Chris talks to Andy about a piece he wrote for the Montaka Monocle last year titled: Why have investors become theme junkies? Each year investors will be served up an array of exciting new themes to consider. The only problem is - as you’ll hear in our discussion - it remains far from clear if many of these new themes are even themes at all.

#investing #howto #stocks #equities #themes

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

Andrew Macken & Chris Demasi discuss the significant equity market volatility that has characterised the beginning of 2022. US inflation and interest rate expectations seem to be the sole focus of the markets. But Andy & Chris step through some important reasons why equity markets may well have already overshot to the downside.

#Stocks #Inflation #Equities #ASX #HowToInvest #BuySellHold

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.