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New silk roads lure investors
Roger Montgomery
September 7, 2017
In this article published in The Australian Roger discusses investing in China and how China isn’t just a big player; it’s the biggest player in history. Read here.
by Roger Montgomery Posted in In the Press.
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ASX is expected to fall in tandem with any Wall Street downturn
Roger Montgomery
August 15, 2017
James Kirby writes an article in The Australian where he discusses the rising cash levels held by fund managers, he mentions Roger’s view on the value of local stocks. Read here.
by Roger Montgomery Posted in In the Press.
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Cash will be king once again… and soon
Roger Montgomery
August 14, 2017
In this article published in The Australian Roger discusses how cash is currently a liability to those holding it. Read here.
by Roger Montgomery Posted in In the Press.
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Boom’s outcome is no mystery, only the date is uncertain
Roger Montgomery
August 14, 2017
In this article published in the Herald Sun, Roger discusses cash today and how earning just 2 per cent, it might be seen by all as safe, but the returns are so low that a plethora of other opportunities are now preferred. Read here.
by Roger Montgomery Posted in In the Press.
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Consumer headwinds to weigh on retailers
Roger Montgomery
July 31, 2017
In this article published in The Australian, Roger discusses the forces that will determine whether the Australian stock market repeats its circa 13% return of 2017. Read here.
by Roger Montgomery Posted in In the Press.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Company results may be fine but listen closely to forecasts
Roger Montgomery
July 27, 2017
In this article published in the Herald Sun, Roger discusses the companies and sectors that might find themselves under pressure. Read here.
by Roger Montgomery Posted in In the Press.
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The long and short of it: hedge your bets against extreme events
Roger Montgomery
July 10, 2017
In this article published in The Australian, Roger discusses extreme events that have occurred and impacted the Australian market. Read here.
by Roger Montgomery Posted in In the Press.
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Healthscope hurdles a symptom of wider pressures on healthcare stocks
Roger Montgomery
June 29, 2017
In this article published in The Australian, Roger discusses health care stocks and how there are certainly a number of favourable underlying drivers for private hospital operators in Australia. Read here.
by Roger Montgomery Posted in Editor's Pick, In the Press.
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It’s anybody’s guess
Roger Montgomery
June 26, 2017
In this article published in Money Magazine, Roger discusses the telecommunications sector and how there has been a rapid industry change. Read here.
by Roger Montgomery Posted in In the Press.
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Foreign homebuyer tax will hasten price decline
Roger Montgomery
June 14, 2017
In this article published in The Australian, Roger discusses the foreign homebuyer tax that will hasten the price decline as Australia follows in Canada’s footsteps. Read here.
by Roger Montgomery Posted in In the Press.
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