Ausbiz– Beating the Bubble
Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.
In this exclusive Ausbiz event, I joined Nadine Blayney for an in-depth discussion on equity alternatives and the strategies designed to help protect and grow your wealth.
We explored
- The importance of rebalancing in the current market environment
- How to think about diversification, income and resilience
- How private credit works – and why investors can use it for a reliable income stream
- High-frequency trading and arbitrage funds: historically the domain of proprietary trading firms and institutions, now accessible to investors
- Key risks and what to look for when assessing these types of strategies
Watch the segment here: Beating the Bubble with Roger Montgomery.
If you would like to learn more about our offerings and whether they are appropriate for your circumstances, please fill in the form below to receive further information.
Disclaimer
For wholesale investors only. Past performance is not a reliable indicator of future performance. Returns quoted are net of fees and expenses and assume reinvestment of distributions. This is general information and doesn’t take your personal circumstances into account, so seek independent advice before investing. Investing involves risk, including the possible loss of principal. Past performance is not a reliable indicator of future performance. Diversification does not ensure a profit nor guarantee against a loss. Montgomery Investment Management holds AFSL number 354564.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
