Dean Curnow joined Montgomery Investment Management in June 2016. Dean joined the firm from Colonial First State, where he was a Consultant for Retail Sales for 2 years. Prior to this, Dean was also a Relationship Manager with the Commonwealth Bank of Australia, where he spent 5 years working in Retail Banking.
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We recently asked our readers to answer three questions on where they think the best returns will come from and what risks lie ahead for equity markets in 2019. Here are the results. Continue…
Through late-December I was lucky enough to be on holiday with my partner and her family in sunny Hawkes Bay, New Zealand. Some of my joy was clouded by the wave of headlines, and seeing the performance numbers for December across world markets. Continue…
The buzz word in the platform space this year has been managed accounts. Larger financial planning licensee and planner groups are now considering or in the process of setting up their own managed accounts. Some of the platform providers with leading technology benefiting from this trend have been ‘the independents’ such as Netwealth and HUB24, amongst a handful of other providers. Continue…
The VGI thesis on Corporate Travel Management (ASX: CTD) has certainly been grabbing the headlines. Catching up on the weekend media, you only have to google “VGI + Corporate Travel” and there is at least 10 plus updates from various publications over the last 30 days. There is certainly a dichotomy of opinions on the topic, especially amongst the financial intermediary market. Continue…
The peak of the Royal Commission seems to have coincided with the peak in advertising air time for the industry super funds. I am not sure of the experience of the readership here on the blog, but it appears to me that the industry funds have really stepped up their campaigns over the last 12 months. Continue…
Superannuation funds, from retail to industry funds, offer different levels of investment choice and control over how your super is invested. The investment options available play an important role in what super fund you may want to invest in. Continue…
At Montgomery we are constantly asked which fund of ours is the best to invest in? This is an incredibly difficult question to answer, as a) we don’t provide financial advice and are unaware of each of your personal circumstances (and risk preferences), and b) the strategies are not all created equal, in that they are trying to achieve slightly different things from an objective point of view by way of investment design. Continue…
It’s hard to ignore the inroads being made by robo advice firms in the wealth management industry. Now, robo advisers could receive a further boost on the back of the upcoming open banking regime. Continue…
The rise of Exchange Traded Product’s (ETP) has been a blessing for some investors but a headache for others. With a buffet of listed strategies now available via the ASX, investors are asking which structure is best for me? And what are the differences between each? Continue…
