To gain more insights about the last quarter of 2019 as well as the year gone by, please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.

Montaka CIO Andrew Macken and co-PM Chris Demasi presented at the Sohn Hearts & Minds conference 2019 held in Sydney. Have a look at this video in which they share two stock ideas.

Given nearly all productive functionality on the internet is provided for free to the public in exchange for being advertised to, it is a fascinating question to consider what those web based services are actually worth to an individual if they were made to pay for them. 

After voting to leave the EU back in June 2016, Brexit is finally set to go ahead at the end of January. In the wake of this, demand for the British Pound should increase as the details of Brexit are understood.

The sharing or on-demand economy is a mega trend that has penetrated multiple industries and disrupted many more. The retail industry might be the next in line to be disrupted by this trend. Read our detailed analysis on this topic here.

Watch Andrew Macken, Montaka CIO, summarize both the parts of the whitepaper in this short video.

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 article we would examine the media industry – we will take a deep dive into the economics of the broadcasting business and how they have evolved over time.

It has been another year filled with twists, turns and challenges. We once again thank you for your ongoing support and the trust you place in us to preserve and grow your wealth.

Key excerpts from the Morgan Stanley Global Consumer & Retail Conference in New York. The conference afforded us the opportunity to hear from a range of companies, keeping our finger on the pulse of the U.S. consumer, as well as scouting for new investment ideas.