• We’ve seen property falls that far exceed the national average, is your suburb on the list of the top 20 biggest falls? read here

Could ‘cash be king’ again?

Could ‘cash be king’ again?

Stephanie Aikins published an article in Nestegg which discusses why investors have been encouraged to increase allocations of cash. Stephanie draws on Roger’s comments that as interest rates rise, asset values fall, and that applies to all assets – businesses, shares, property, land, everything that produces income. Read here.

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Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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