Media Room
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MEDIA
ABC Nightlife – temporary spike in inflation
Roger Montgomery
April 28, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss the current state of the economy and markets. Equity markets have enjoyed a solid start to the year with Australian shares up this year around 6 per cent and US shares up around 10 per cent. What are the best sectors of the market to focus on? And will we see a temporary spike in inflation? Listen to the full interview here.
by Roger Montgomery Posted in Radio.
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MEDIA
3 hot value stocks + CEO of iSelect, buy or not & house price boom to die?
Roger Montgomery
April 22, 2021
Roger joined Peter Switzer on Switzer Daily to discuss three high quality small caps that have been sold off and treated like COVID winners. Should these companies be on your watchlist? You can hear Roger’s 10-minute interview from 0.41 in this video.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
10 experts reveal their top investing tip for beginners
Andreas Lundberg
April 20, 2021
Maria Bekiaris published an article for Canstar which identifies top tips from 10 experts for anyone investing in shares or ETFs for the first time. Andreas discusses diversification and why a beginner investor should spread their holdings to some extent but also keep in mind that excess diversification does not reduce portfolio risk. Read here.
by Andreas Lundberg Posted in On the Internet.
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MEDIA
Inside the deal: How Airtasker was primed to pop
Gary Rollo
April 8, 2021
Yolanda Redrup published an article in the Australian Financial Review discussing Airtasker’s decision to list on the ASX. As part of a non-deal roadshow prior to Christmas, Airtasker sought advice from Gary Rollo, and as quoted by the Australian Financial Review noted the first point of call was Gary Rollo, who Chairman James Spenceley trusted to ask the tough questions, “He’s a tough investor and gave strong feedback that it was a high quality business, so we knew we were on the right track then.” Read more.
by Gary Rollo Posted in On the Internet.
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MEDIA
Want to invest? Here’s how interest rates could affect your returns
Roger Montgomery
March 26, 2021
In this article for Finder Roger discusses how rate changes can affect your assets, including bonds, property and shares. You can learn more about interest rates in Australia and how they work in this article. Read here.
by Roger Montgomery Posted in On the Internet.
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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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MEDIA
Airtasker CEO unfazed by tech volatility as IPO looms
Gary Rollo
March 26, 2021
Cara Waters published an article in The Age and comments on Gary’s view that the investment the Montgomery Small Companies Fund is making in this business as a cornerstone investor is going to be over the course of multi years. There are some questions being asked of tech but the long term picture is what will eventually bring investors back to the tech sector. Read here.
by Gary Rollo Posted in On the Internet.
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MEDIA
Generation Z to feel heat of a ‘lower-return world’
Roger Montgomery
March 26, 2021
Clancy Yeates published an article in Brisbane Times discussing how we are now living in a “low-return world” and comments on Roger’s view that there are still opportunities for better returns in specific sectors of the sharemarket, such as stocks than are likely to benefit from the re-opening of international borders, or some data-centre operators. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Roger Montgomery optimistic about Telstra restructure
Roger Montgomery
March 24, 2021
Roger joined Alicia Barry on The Business to discuss Telstra’s plans. Telstra announced plans on Monday to spin-off its international division into a new subsidiary. With a flat share price over the past three years will this move pay off? Watch here.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Montgomery goes for growth
Roger Montgomery
March 23, 2021
Inside Investor published an article which discusses Montgomery’s partnership with Polen Captial to bring its high-conviction strategies to retail investors. Polen’s philosophy has many overlaps with Montgomery, including that they both focus on seeking a ‘margin of safety’ from every investment they make as well as thinking like business owners, rather than index managers or asset gatherers. Read here.
by Roger Montgomery Posted in On the Internet, Polen Capital.
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MEDIA
Why IMDEX has a strong core business in all market conditions
Dominic Rose
March 19, 2021
Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger revenues as exploration regions opened and cost discipline drove solid margin growth. continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
