Access our latest research and insights from the Montaka Investment Team
The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.
While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.
In the concluding part of this 2-part whitepaper on the low interest rate scenario currently engulfing the world, we consider the long-term consequences of such a protracted low-rate environment on asset prices – in particular on equity prices.
In this two-part Whitepaper series, we consider the likely drivers of low interest rates that are currently being
observed, particularly around demographics, indebtedness, technology, globalisation and the
structure of the international monetary and financial system.
So too is Mr. Market today making fun of global equity investors. 2018 was a year of rotations, corrections and volatility. The year rounded out with an overwhelming general bearishness with many believing more downside lay ahead.
“The great enemy of truth is very often not the lie – deliberate, contrived and dishonest – but the myth – persistent, persuasive and unrealistic... We enjoy the comfort of opinion without the discomfort of thought.”
For successful investors, searching for the truly great businesses of the future will always remain the primary concern.
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