Scott Phillips
Scott Phillips joined Montgomery Investment Management in 2013.
Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.
articles by Scott Phillips
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Where are Aussie SMSFs investing?
Scott Phillips
October 24, 2017
If you run your own self-managed super fund (SMSF), have you ever wondered how you stand against other investors in the same boat? Well, a recent report shines a light on where we invest and how much we are putting away. It contains a few surprises. Continue…
by Scott Phillips Posted in Investing Education.
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Exchange Traded Managed Funds, tell me more
Scott Phillips
September 19, 2017
Customer experience is vital in today’s competitive environment for the delivery of products and services. Just look at how Amazon has revolutionised the way products are bought, paid for and delivered to its loyal customers. Continue…
by Scott Phillips Posted in Investing Education.
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A random walk, a pattern in the making or businesses as usual?
Scott Phillips
July 21, 2017
As we pass through another financial year we can stop, record the data and reflect on what has transpired to try make sense of it. Reflecting on this financial year just past, it may be helpful to look at the returns of the major asset classes over this year and then for the last 20. Morningstar produce a neat checker board visual (Chart 1) for each of the major asset classes that Australian investors typically invest in. The glaringly obvious admission here is direct residential property but let’s not let that stop us. Continue…
by Scott Phillips Posted in Market commentary.
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And, it’s a (new) wrap…
Scott Phillips
June 30, 2017
Well some good news as we close the financial year for investors wishing to benefit from a world of opportunities. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Why it pays to start financial education early
Scott Phillips
June 20, 2017
When my son, Jack, aged eight, wanted an ice cream from the kiosk a few weeks back – the cost being $3.80 (yes, wow!) – I said to him, “if you can tell me how much change you’ll get from a $10 note, then I’m happy to buy it for you”. To which he replied, “don’t be silly dad, you don’t need to know that when you use payWave!” Continue…
by Scott Phillips Posted in Insightful Insights.
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The people behind the process
Scott Phillips
April 19, 2017
This month, I talk to our newest addition to the Montgomery team, Andreas Lundberg, Senior Analyst for The Montgomery Fund who recently joined us from Sweden. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Despite a bumpy 2016, quality investing is alive and well
Scott Phillips
February 20, 2017
Last year was certainly full of surprises. We saw Brexit, Donald Trump’s election victory, and iron ore prices tripling. We also witnessed the great sector rotation on the share market from high quality businesses to low quality businesses – a trend that continues today. And this led us to ask: is quality investing still the best approach?
Continue…by Scott Phillips Posted in Montgomery News and Updates.
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The key investment trends in FY16
Scott Phillips
January 16, 2017
The 2016 financial year saw some significant changes in investment in Australia. There were major movements in relation to global shares, fixed interest, global property and infrastructure, and alternatives. We can learn a lot by looking at where the money flowed. Continue…
by Scott Phillips Posted in Market commentary.
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Counting down to the new wave of super changes
Scott Phillips
December 9, 2016
In May, the Australian Government announced a number of changes to superannuation. It’s now confirmed these changes will be legislated, taking effect from 1 July 2017. Let’s look at the key changes, and how they might affect you. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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The long and the short of it; shares or property, or something else?
Scott Phillips
November 21, 2016
We recently held a webinar for those people who had shown interest in the two alternative investment solutions that we offer here at Montgomery, being; the Montaka Global Access Fund and recently launched Montgomery Alpha Plus Fund.
Continue…by Scott Phillips Posted in Market commentary.
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