Insightful Insights

When it comes to house prices, supply and demand rules.

Click on the image below to read Roger’s Australian article.

You can read all of the team’s press articles through browsing our media library, view more articles here.

by Roger Montgomery Posted in Insightful Insights.

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I want to talk about Donald Trump.  We marvel that such extreme views and statements can receive acceptance in the US but the reason we have this view is because our media follows the US east and west coast media, which caters to the upper middle class who know very little of the values, fears and aspirations of the hard working and less privileged majority of the USA.  We should not underestimate the possibility of Trump as president. continue…

by Roger Montgomery Posted in Insightful Insights, Market commentary.

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Last week The Australian reported St John of God plans to introduce a co-payment of up to $50 for pathology services in response to the Government’s proposed rebate cut. In attempting to reduce the rate of reimbursement by $1.40 to $3.40 per test, the Government may have inadvertently given the industry power to set prices, and at a much higher level. continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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It’s a little known secret but interest rates are perhaps the single most important determinant of the returns your investments will generate in coming years. And with so much of the world’s uncertainty and the market’s volatility centred on this variable, it’s worth exploring just how they work to impact on your performance.

Click on the image below to read Roger’s Australian article.You can read all of the team’s press articles through browsing our media library, view more articles here.

by Roger Montgomery Posted in Insightful Insights.

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Ray Dalio of Bridgewater Associates is regarded as the most successful hedge fund manager of all time. And he has a way of thinking about the world that has helped his clients navigate the vicissitudes of the market with such skill they have entrusted $186 billion to Bridgewater. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education.

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China’s cement demand peaked in 2014 at 2.48 billion tonnes or 1.81 tonnes per capita based on 1.37 billion people. This is 2.5 times the per capita demand in both Japan and the US (0.7 tonnes) and 1.4 times the per capita demand in the high-density cement markets of Taiwan and Korea (1.3 tonnes). continue…

by David Buckland Posted in Insightful Insights, Manufacturing.

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We haven’t commented on the National Broadband Network (NBN) for some time but Montgomery has nonetheless been keeping up to date with its development and the seemingly never ending saga of leaks. continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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In this recent post I discussed some of the statistics behind investment outperformance, and made the observation that in recent years, the stocks selected for inclusion in The Montgomery Fund have outperformed the market only 54 per cent of the time.  While we get more right than we get wrong, the actual percentage of stock picks we get right is perhaps smaller than most people might think, and this is likely to hold true for most, if not all, investment managers. continue…

by Tim Kelley Posted in Insightful Insights, Investing Education.

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In this interview with Peter Switzer, Roger Montgomery discusses the market’s volatility, the excess supply of oil and the outlook for Australian banks.

You can listen to all of the team’s television interviews through browsing our media library, view more clips here.

by Roger Montgomery Posted in Insightful Insights.

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We’ve previously warned of a perfect storm developing in Australia’s LNG market (see here and here).  The ACCC’s investigation of this opaque sector is due next month, but its preliminary observations suggest it will be difficult to stop this storm from upending the market. continue…

by Ben MacNevin Posted in Insightful Insights.

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