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.
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David Taylor writes an article for the ABC about Sydney’s property market. He mentions Roger Montgomery and record mortgage debt. Read here.
These highlights from Your Money Your Call, broadcast on Sky Business feature Montgomery CIO Roger Montgomery.
In this article published in The Australian, Roger cautions that rising bond rates will come at a time when highly geared property owners can least afford it. Read here.
For most of 2016, we have warned investors about the dangers of accepting historically low bond rates as the ‘new normal’. The reality is that US 10-year rates lower than at any time since George Washington was sworn in as the first President of the United States is anything but normal.
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We understand many investors have been watching the recent share price action of Vita Group closely. Many have expressed dismay at the slump following ‘news’ that Telstra was renegotiating its terms with its licencees – something that Telstra does every quarter and ‘more than 50 times’ with VTG. Continue…
Matt Olsen writes an article for Cuffelinks about objectives-based investing. He mentions Roger and his view on this style of investing as a fad. Read here.
In this article for Cuffelinks, Roger discusses quantitative easing and why long bond rates cannot stay low forever. Read here.
Right now, many investors are probably patting themselves on the back, having profited from a booming property market and the makings of a resurgent share market. But there is an elephant in the room – rising bond yields. And they could bring the party to an abrupt end. Continue…
Isentia recently caused the market price for its shares to stumble by more than 25%. So is this an overreaction? Continue…
In this article for the Switzer Super Report, Roger discusses the recent stumble of iSentia’s share price. Read here.
