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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The people behind the process
Scott Phillips
July 20, 2016
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 impressive numbers tick. I catch up with our newest analyst Daniel Wu who joined the global team last month. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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How resilient are you?
Scott Phillips
July 8, 2016
There are tonnes of articles and “expert” commentary on stocks, bonds or currencies that are expected to do well or expected to fail. Pundits saying how the latest political events will impact ‘the market’ and providing their opinion on how to protect the downside, upside or even the flipside of your portfolio! Continue…
by Scott Phillips Posted in Investing Education.
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What does SMSF asset allocation look like?
Scott Phillips
June 27, 2016
If you have a self-managed super fund (SMSF), you know you’re in charge. Trustees are accountable for developing and implementing the fund’s investment strategy, and making all investment decisions. When preparing and reviewing your investment strategy, in addition to considering the personal circumstances of the fund members, you do need to consider diversification – how will the fund invest in a range of assets and asset classes. Continue…
by Scott Phillips Posted in Investing Education.
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POSTED IN Investing Education.TaggedSMSF, super
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Lies, Lies and Statistics. The best time to invest.
Scott Phillips
June 24, 2016
One of the most common questions we’re asked here at Montgomery concerns the timing of one’s investment, be it an initial amount or a further contribution. “Should I invest now or wait until later, when hopefully the market falls?” Continue…
by Scott Phillips Posted in Market commentary.
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Take a bow for the Dow
Scott Phillips
May 30, 2016
On May 26th of this year, investors celebrated the 120th anniversary of the Dow Jones Industrial Average® and it still remains perhaps the world’s most visible and oft-cited stock market gauge. Continue…
by Scott Phillips Posted in Editor's Pick, Insightful Insights.
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Investing with Montgomery through personal super (24/05/2016)
Scott Phillips
May 24, 2016
by Scott Phillips Posted in Video Insights.
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Discounts a plenty in the LICs market
Scott Phillips
April 22, 2016
The rather lackluster start to the year from both Australian Equities and Global Equities (in Australian dollars) has been met with an increased number of LICs (Listed Investment Companies) trading at discounts to their Net Tangible Assets backing. In fact 59 out of the 87 LICs trading on the ASX now trade at a discount, with 29 of them trading at a discount of more than 10 per cent. Continue…
by Scott Phillips Posted in Insightful Insights.
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Do people who open a SMSF actually get higher returns?
Scott Phillips
April 13, 2016
Recent figures from APRA show that there are over 565,000 self-managed super funds in operation as at December 2015 and that represent 29.1 per cent of all superannuation assets in Australia. There is no doubt that the growth of SMSFs has been phenomenal considering they are, at their essence, just a structure and are not product sold or promoted by a particular company, such as an iPhone or a pair of Nike shoes. Continue…
by Scott Phillips Posted in Insightful Insights.
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POSTED IN Insightful Insights.TaggedSMSF, super
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The people behind the process
Scott Phillips
March 4, 2016
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 impressive numbers tick. I catch up to George Hadjia, Analyst for the Montgomery Global Fund and the Montaka Global Fund. Continue…
by Scott Phillips Posted in Insightful Insights.
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How did industry super fare in 2015?
Scott Phillips
February 25, 2016
Many keen tennis fans who watched the free-to-air coverage of the Australian Open this year would have undoubtedly seen the in-game advertising by Industry SuperFunds Australia. The advertising compared the two players on court performance at the completion of the set. It was usually accompanied by a commentator causally trying to work the phrase ‘compare the pair‘ into their analysis of the game, and an Industry SuperFunds Australia logo would also appear on screen (some may have found it to be the perfect time to take a bathroom break). Continue…
by Scott Phillips Posted in Insightful Insights, Investing Education.
