Insightful Insights

Did you know that Australia is the fourth largest holder of pension fund assets in the world?  It’s a staggering achievement, given that the idea of universal super for the whole workforce only began in 1983. Here are some fascinating facts about the current state of play. continue…

by Roger Montgomery Posted in Insightful Insights.

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Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings.  continue…

by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.

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Another week, and yet more records are smashed for non-income-producing assets, like two-digit number plates and US artworks. Is this a sign of economic prosperity, and the investment potential of the asset? Or another worrying signal that we’ve entered the final phase of cheap money? continue…

by Roger Montgomery Posted in Insightful Insights.

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If you ever feel overwhelmed by the daily avalanche of news – real and fake – you’re not alone. Information overload can be quite a burden, and can make it hard to understand an issue and make good decisions about it. So, how might an investor cut through the noise? One strategy is to use news aggregator applications. continue…

by Ben MacNevin Posted in Insightful Insights, Media Companies.

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We have been watching with great personal interest the changes being implemented that govern credit card interchange fees.

Why?  Because no matter what your financial position, there are few things more unAustralian than being ripped off by a fellow Australian.  And it seems it happens everywhere. continue…

by Roger Montgomery Posted in Insightful Insights.

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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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Global share markets have experienced years of structural tailwinds, benefiting active and passive fund managers alike. But if these tailwinds begin to abate, which we think is likely, it’s important to understand why active managers like Montgomery are better positioned to deliver returns to clients than passive managers. continue…

by Ben MacNevin Posted in Insightful Insights, Investing Education.

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Hedge funds looking for the next housing bubble think they have found it – in Australia – and they are wagering more than $5 billion that the country’s banks will feel the pain.

Vera Sprothen writes an article for the Wall Street Journal describing the anticipated downturn in the housing market. She mentions Montgomery’s Andrew Macken.

Click here to read the full WSJ article.

To subscribe to the Wall Street Journal online click here.

by Roger Montgomery Posted in Insightful Insights.

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Uber is a classic disruptive business model, offering a service of convenience and generally lower prices to their passengers and additional work for their “partner drivers”.  Taxi drivers are protesting as the value of their “plates” suffer from structural decline. continue…

by David Buckland Posted in Insightful Insights, Technology & Telecommunications.

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Glenn Stevens says taking the plunge into highly geared property may not be a great strategy. His warning comes as a new report predicts a 10 per cent fall for Australian house prices within four years. Roger Montgomery joined Ticky Fullerton in the ABC Studio last night.

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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