Editor’s Pick
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MEDIA
Sky Business with Ticky Fullerton featuring Roger Montgomery: 13 June 2018
Roger Montgomery
June 15, 2018
Roger joined Ticky Fullerton on Sky Business to discuss Telstra. With the investor day shortly approaching will the dividend be cut even further?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Thank cheap money for all the Tech
Roger Montgomery
May 31, 2018
There can be virtually no doubt that we are in a golden age of technological advances that promise to change the world. From 3D printers churning out both metal objects and human organs, to digital advertising targeting customers based on their moods, continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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Why we see value in Telstra
Tim Kelley
May 29, 2018
In this week’s video insight Tim discusses our view on Telstra. We have been reasonably critical of Telstra over the years, although given the extent of the share price decline we think Telstra has now reached a point in which it offers value upside.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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The US market is massively overpriced – but is that a problem?
Roger Montgomery
May 23, 2018
The US bull market is now 110 months old, and many stocks are looking expensive – despite reports of exceptional profit margins. Which is why we continue to hold a larger proportion of our portfolio in cash than many, if not most, of our peers. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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The Coming of Montgomery Global
David Buckland
May 22, 2018
Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark?
by David Buckland Posted in Editor's Pick, Video Insights.
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Where are the markets headed?
Roger Montgomery
May 18, 2018
Predicting market direction is very hard to do. In this week’s video insight, Roger presents some of the facts via a series of charts to let you draw your own conclusions as to where markets are headed in the next 12-18 months.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Investment Returns: 1900-2017
David Buckland
May 3, 2018
Any investor looking for long term context should read the Credit Suisse Global Investment Returns Yearbook 2018 by Elroy Dimson, Paul Marsh and Mike Staunton of the London Business School. They have analysed investment returns, volatility, and inflation from 23 countries since 1900. continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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How to avoid being crunched by the next market correction
Roger Montgomery
April 26, 2018
Is the current period of higher market volatility, which began in January, just a foretaste of a tougher investment landscape ahead? All the indicators point in that direction. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How will the banks do in the first half results?
Stuart Jackson
April 24, 2018
In this week’s video insight Stuart discusses the banks. They have dominated the media headlines for all the wrong reasons recently. Given this backdrop, first half results come at a very interesting time.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Could the housing market be hit by tighter lending standards?
Andreas Lundberg
April 18, 2018
The Royal Commission into the Australian financial sector seems to be taking a dim view of the way lenders assess the expenditure of loan applicants. It’s possible it will recommend that banks check the actual level of spending of each applicant. This could have big ramifications. continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.