What to do when the bottom of the market is unknown
Montgomery Investment Management
Your gateway to investing in high-quality companies in Australia, New Zealand and around the globe.
In this edition of the Montgomery Investment Management newsletter published from LinkedIn we share Roger Montgomery’s latest whitepaper exploring the challenge of investing when no one knows whether the market has reached the bottom of the current volatility cycle.
We also look at demergers, do they create value for investors? The quantitative analysts at Macquarie Bank analysed 44 demergers since 1995 assessing the performance and shareholder returns.
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ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
The question on everyone’s mind is: have we reached the bottom? Roger Montgomery’s latest whitepaper offers a framework to help investors navigate today’s environment – or any volatile period – and invest in quality, profitable companies with growth potential.
ARE DEMERGERS A VALUE OPPORTUNITY FOR SHAREHOLDERS?
Often undertaken to simplify the parent business, there has been no shortage of recent demerger examples to analyse in Australia such as Coles and Wesfarmers. Although several demergers have delivered solid share-price gains for investors, other demergers have destroyed wealth for shareholders over the years. Do demergers create value?