Media Room
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MEDIA
ABC Nightlife – Style rotation in markets
Roger Montgomery
March 10, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to talk about recent stock market activity, with the tech names down, responding negatively to rising bond yields. One of the largest market rotations over the past 20 years is upon us. Growth stocks outperformed at the beginning of the year, driven by record low interest rates and the pandemic-induced shift online. Now, as the vaccine rollout gatherers steam, value is back in focus and those stocks that struggled are clawing back gains. Listen to the full interview here.
by Roger Montgomery Posted in Radio.
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MEDIA
Montgomery IM partners with Polen Capital
Roger Montgomery
March 5, 2021
Oksana Patron published an article in Money Management discussing the launch of two Polen Capital Funds in partnership with Montgomery Investment Management. Montgomery entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Montgomery launches two global strategies
Roger Montgomery
March 5, 2021
Karren Vergara published an article in Financial Standard discussing Montgomery’s partnership with Polen Capital and the upcoming launch of two of Polen Capital’s growth strategies for local clients. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Market outlook and investment opportunities for 2021
Roger Montgomery
February 19, 2021
In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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MEDIA
ABC The Business – AMP returns to profit but can the company revive its reputation?
Roger Montgomery
February 16, 2021
AMP’s plan to be bought out has been thrown into disarray after Ares Management withdrew its takeover bid. The market has subsequently materially downgraded earnings for 2021 and 2022. In this interview with The Business on ABC you can hear my comments on AMP’s three-year turnaround strategy and its future following its plan to be bought out being thrown into disarray after Ares Management withdrew its takeover bid. Read here.
by Roger Montgomery Posted in Radio.
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MEDIA
Cashrewards – the next category killer
Gary Rollo
February 10, 2021
In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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MEDIA
Why you need to think differently about the stock market now
Roger Montgomery
February 9, 2021
In this article for Finder X Roger discusses how to approach the stock market and the two ways that closes the loop between investing and speculating. One of them is pure speculation and the other requires a lot less effort but a little more patience. Let’s look at making a lot of money through the stock market. What we require is a portfolio of businesses (not stocks) that can generate wealth – and a very long runway to allow them to do their thing. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
ABC Nightlife – 0.1% cash rate until 2024
Roger Montgomery
February 3, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss the Reserve Bank of Australia’s decision to keep the record low cash rate of 0.1 per cent unchanged until at least 2024 and extending its bond-buying program. Will the extended quantitative easing drive share markets higher? Listen here.
by Roger Montgomery Posted in Radio.
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MEDIA
Cashrewards’ three way win model
Gary Rollo
February 2, 2021
Cashrewards (ASX:CRW) is an Australian-owned and operated cashback loyalty platform connecting brands with consumers and differentiates itself by providing real cash value to consumers. Having listed on the ASX in December 2020, Cashrewards has been around for seven years and the platform has grown to 800,000 members, more than 1,500 merchants. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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MEDIA
6 common investing mistakes and how to avoid them
Roger Montgomery
January 21, 2021
In this article Livewire shares six common investing mistakes. Cheap brokerage, low interest rates and government handouts drove a record number of new investors to the stock market in 2020. According to a report from ASIC, 140,231 new investors made their first direct share purchases between 24 February and 3 April last year. Roger shares his view that the most common of all mistakes is to wait too long to start. Read more here.
by Roger Montgomery Posted in On the Internet.
