Insightful Insights

We have discussed the mean reversion of Australia’s Terms of Trade on numerous occasions. After peaking at 118.5 Index Points in the September 2011 Quarter, the series seems to be doing the round trip back to its five and a half decade average of sub 70 Index Points. continue…

by David Buckland Posted in Foreign Currency, Insightful Insights.

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Reporting season is well underway now, and if you had to sum up progress to date in a single word you might choose something like “disappointing”. continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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Jeremy Grantham heads the Boston based investment manager GMO with over $115 billion under management. We have quoted him here before because he has presciently called some of the defining market crashes of our time including the end of the dotcom boom and the GFC. As an aside your author also called those two but success was probably the result of forecasting often rather than accurately. continue…

by Roger Montgomery Posted in Insightful Insights.

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Who wouldn’t want to see their investment go up with everyone else, but not down when everyone was?

The Upside/Downside Capture chart reveals the ability of The Montgomery Fund, since inception, to shepherd investors through months that have been negative for the broader market.

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by Roger Montgomery Posted in Insightful Insights.

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Sirtex Limited (ASX: SRX) is a key holding in both domestic Montgomery funds and we have discussed its developments and our thoughts numerous times in the past on this blog. More recently we took a look at the 2015 full year results which in our view, have been the strongest so far this reporting season (by some margin). continue…

by Russell Muldoon Posted in Health Care, Insightful Insights.

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We recently received an interesting email, that we thought we should share with our blog subscribers.

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by Roger Montgomery Posted in Insightful Insights.

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As we discussed in a blog post last month, pathology markets around the world are predominantly supported by government funding. This is a blessing and a curse for private operators, evidenced by Sonic Healthcare’s latest announcement. continue…

by Ben MacNevin Posted in Health Care, Insightful Insights.

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Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.

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Do we have a property bubble in Australia? It’s a topic that has numerous sides to the debate; from supply, demand, debt levels and affordability. However, perhaps the best view of the state of Australia’s property market has rather silently and with little fanfare come straight from the prudential regulator of the Australian financial services industry. continue…

by Russell Muldoon Posted in Insightful Insights, Property.

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People often ask me; “What’s it like to work at Montgomery Investment Management?” So I thought I’d try and lift the lid and see what makes the people behind the process, the blog posts and the impressive numbers tick. This month, I talk to Andrew Macken, Portfolio Manager for the newly launched Montgomery Global and Montaka Global Funds. continue…

by Scott Phillips Posted in Insightful Insights.

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