Investing Education

Yesterday, I had the pleasure of participating in the InvestmentMarkets September webinar series to discuss the current economic backdrop and factors driving markets. I highlight two asset classes where I see significant opportunities for investors in the coming new year: innovative quality small companies and Australian private credit. continue…

by Roger Montgomery Posted in Investing Education, On the Internet.

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Last week, I had the pleasure of participating in the InvestmentMarkets July webinar series. I joined Angelina Wu to provide an overview of the current investment markets, highlighting key trends and economic indicators. I discuss the opportunities in small cap investments, both domestically and globally, and offer a recap of private credit and the potential benefits it holds for investors.

You can watch the full webinar recording here: continue…

by Roger Montgomery Posted in Investing Education, Talks.

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Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when food suppliers will deliver fresh ingredients, and how much revenue is needed to cover operational expenses such as salaries and rent.   continue…

by Polen Capital Posted in Investing Education.

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Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise.

Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.

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by Roger Montgomery Posted in Insightful Insights, Investing Education.

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As the first of the baby boomers approach the celebration of their 80^th birthdays in the next few years, a distinct change is being felt in financial services, with serious implications for financial markets. continue…

by Roger Montgomery Posted in Investing Education.

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There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider. continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business, the second is allocating capital. Some might be able to run a business, but many managers are incompetent at allocating capital. continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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Private credit, in your author’s opinion, will feature in the top ten most used investment phrases for 2023. My BBQ conversations on weekends this year have gone from penny stock recommendations to weird and wonderful ways to get exposure to private markets, notably through credit. continue…

by Dean Curnow Posted in Investing Education, Market commentary.

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I once relished receiving my dividend when they were sent as cheques in the mail. I liked tearing along that perforated line and took delight in those that were especially large in comparison to the price I had paid for the shares. I remember my shares in Fleetwood, whose dividend cheques were equal to 20 to 27 per cent of the investment I made. How silly of me then to ever hold a view about dividends that would cut out the fun of opening those innocuous, white, windowed envelopes that arrived the letter box twice a year. continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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Back in March 2022, Toby Roberts advocated for a dollar cost averaging approach to investing. Considering that The Montgomery Small Companies Fund has returned 11.19 per cent in the three months to 31 August, resulting in an outperformance of 8.97 per cent over its benchmark, I wanted to explore whether dollar cost averaging has provided another win for investors. continue…

by Roger Montgomery Posted in Investing Education.

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