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Four investment themes to watch in 2018

Four investment themes to watch in 2018

In this article published in Professional Planner Roger discusses four investment themes to watch this year. These four themes should influence investments in the year ahead. Read here.


Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. 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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  1. Hi Roger,

    Interesting article as always. Just in regards to the debt levels mentioned in the article, I notice the US 10 year rate has ticked up quite sharply in the last few weeks. If the US 10 year rate continues to trend upwards to over 3% would the Australian banks need to start raising lending rates out of sync with the RBA or would the effect be negligible? Seems that if this is the case it will catch a lot of people unawares

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