Video Insights
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The 2017 financial year was kind to global equity investors
David Buckland
July 18, 2017
In this week’s video insight David discusses the 2017 financial year in regards to global equity investors.
by David Buckland Posted in Video Insights.
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Why the insurance brokers have run
Lisa Fedorenko
July 11, 2017
In this week’s video insight Lisa discusses Steadfast and AUB group and their stand out performance year to date.
The Montgomery Funds own shares in Steadfast and AUB group.
by Lisa Fedorenko Posted in Editor's Pick, Video Insights.
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BWX’s success in international markets
Tim Kelley
July 4, 2017
In this week’s video insight, Tim discusses a company held in our domestic funds, BWX and their early success in international markets.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Realestate.com.au Update
Scott Shuttleworth
June 27, 2017
In this week’s video insight Scott discusses REA Group and why it has been a core holding in Montgomery portfolios that has provided delightful returns for our investors.
by Scott Shuttleworth Posted in Video Insights.
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Are share prices over extended and due for a fall?
Roger Montgomery
June 20, 2017
In this week’s video insight Roger discusses why fund managers may currently have maximum cash in balance sheets or portfolios and how correction in share prices might be short lived, as the cash is freely available to purchase stocks which limits the extent of a market decline.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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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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Current challenges for investors
Roger Montgomery
May 30, 2017
In this week’s video insight Roger discusses the current challenges for investors, particularly those focused on quality and opportunities for growth. This being due to reasons such as the expected downturn in the property market, inevitable downturn in construction activity and record levels of debt.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Bank reporting
Stuart Jackson
May 23, 2017
In this week’s video insight Stuart discusses the first half results of the major banks and the five main components of a bank’s result.
by Stuart Jackson Posted in Video Insights.
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Are banks and resources starting to roll over?
Roger Montgomery
May 9, 2017
In this week’s video insight Roger discusses the outlook for banks, retailers and resource companies. He also discusses the recent performance of Montgomery’s domestic and global funds.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Do you own many old economy companies yet to be disrupted?
David Buckland
May 2, 2017
In this video insight CEO David Buckland discusses the extraordinary network platform businesses owned by Montgomery Global, including Playtech, Alibaba, Tencent, Apple and Facebook.
by David Buckland Posted in Video Insights.
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What does business quality mean for long-term returns?
Tim Kelley
April 26, 2017
Today Tim Kelley discusses business quality – what it is, why we focus on it, and what it means for long-term investment returns.
by Tim Kelley Posted in Video Insights.
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