If you’re looking for growth, then a good place to find it is among the smaller companies universe. That’s why Montgomery has decided to launch a new small companies fund focused on businesses outside the ASX100. This article is designed to share some information for would-be investors. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

• 2 Comments
• save this article
• 2
• POSTED IN Montgomery News and Updates.

I am delighted to announce  the senior appointment of Michael Gollagher to the national distribution team, as the Account Manager responsible for the Queensland market. In this newly created role, he will support the growth of the company’s existing adviser and dealer group relationships in Queensland. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

• save this article
• POSTED IN Montgomery News and Updates.

Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with an analyst on our global equities team who is visiting Sydney from our New York office – Amit Nath. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

• save this article
• POSTED IN Montgomery News and Updates.

As most Australians venture back to work throughout the month of January, it will be somewhat of a relief that global equity markets have staged a U-turn from the previous quarter and look set to post a solid positive return for the month (as at the time of writing, being 25/1/19 the MSCI World index MTD was 4.5 per cent higher). Continue…

by Scott Phillips Posted in Market commentary.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.

In my role as Head of Distribution here at Montgomery, I am usually engaging with many financial planners on a daily basis. I thought it may be interesting to share with you the most recent observations I have garnered from a broad cross section of these financial planners as they seek to best set their client’s portfolio assets in the current economic environment. Continue…

by Scott Phillips Posted in Investing Education, Market commentary.

• 1 Comments
• save this article
• 1
• POSTED IN Investing Education, Market commentary.

Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest analyst on our global equities team – Lachlan Mackay. Continue…

by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.

• save this article
• POSTED IN Editor's Pick, Montgomery News and Updates.

Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest senior analyst – Joseph Kim who joined the domestic equities team recently. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

• save this article
• POSTED IN Montgomery News and Updates.

It is only natural for investors and advisers alike to question whether now is a good time is to invest in global equities. As an investment manager, we are constantly asked if it is the right time to either add more funds or redeem funds from their portfolios. Here we discuss what we do in our own funds.

Continue…

by Scott Phillips Posted in Global markets.

• save this article
• POSTED IN Global markets.

After 25 years, and from modest beginnings, the Australian superannuation system has a lot to be proud of. As one of the largest superannuation and pension systems globally it is well on the way to meeting its ultimate purpose of supporting all Australians as they move toward their retirement years. Continue…

by Scott Phillips Posted in Investing Education.

• 4 Comments
• save this article
• 4
• POSTED IN Investing Education.

When markets take a tumble like we have seen across the equity world over the last few days, it’s usually the time investors reassess their view on risk!  Booms, busts, stress and joy are driven by emotions and hence many investors have outsourced all or part of their investments to advisers or fund managers who are very risk aware and hopefully have risk at the forefront of their minds. Continue…

by Scott Phillips Posted in Insightful Insights, Investing Education.

• 1 Comments
• save this article
• 1
• POSTED IN Insightful Insights, Investing Education.