Insightful Insights

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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IDP Education listed on the ASX under the stock code IEL in the latter part of last year.  Education Australia, which comprises 38 Australian Universities owns 50 per cent of IDP, and has agreed to escrow this shareholding until the release of the FY 2016 results in August. continue…

by Stuart Jackson Posted in Insightful Insights.

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A keen follower of Montgomery, Brittain Ladd – who is focused on Cross-Border Commerce, Global Supply Chain Management, Logistics, and Business Strategy – let me know of a column he penned on May 17 about saving Woolies.  

continue…

by Roger Montgomery Posted in Insightful Insights.

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When cash is earning returns on a million-dollar term deposit that amounts to less than the poverty line, it’s easy to say that cash is not king. As a result of the poor returns, investors have migrated up the risk curve, investing in everything from hybrids to mezzanine finance, seeking better returns. continue…

by Roger Montgomery Posted in Insightful Insights.

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