Montgomery recently announced a new partnership with Australian Eagle Asset Management, an impressive team of six who have been managing Australian large cap equities under mandate or Separately Managed Accounts (SMA) since February 2005 and Australian long/short equities in an unlisted unit trust since July 2016. Continue…

by Dean Curnow Posted in Montgomery News and Updates.

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The retail trade and APRA July 2022 data released this week provided more data to support RBA hikes in the coming months. This week the ABS released data for retail trade turnover and volume. This dataset includes references to retail businesses including stores and online sales. Continue…

by Brett Craig Posted in Aura Group, Market commentary.

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With earnings season over, it’s a good time to look at the winners, the losers, and the themes affecting investors. But markets are forward-looking, and as the free money era rolls over, investors are cautious on the outlook. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors. 

by Roger Montgomery Posted in Podcast Channel.

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In the wash-up of the FY22 reporting season a significant amount of focus has been directed to the proportion of companies that beat, met or missed expectations. Roughly 30 per cent of companies beat analyst forecasts, slightly more than 41 per cent were in line with estimates, and the remaining 29-odd per cent missed estimates. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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Investors wondering where property prices might go next need only watch one indicator: access to housing credit.  Because, as access to credit tightens, house prices fall.  With credit getting harder to access since the end of 2021, it’s small wonder August saw the largest monthly decline in house prices in nearly 40 years. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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To provide a wider range of high quality investment choices, and stable monthly income, Montgomery Investment Management partnered with Aura Group and Brett Craig in May 2022. We are now delighted to announce the launch of our second income strategy, the Aura Core Income Fund.

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by Roger Montgomery Posted in Aura Group, Montgomery News and Updates.

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For a company with such high quality, REA Group (ASX:REA) has experienced an amazing share price range in the last twelve months. On 5 November 2021 REA hit a market capitalisation of $23.9bn when somebody paid $180.67 per share. Just seven months later, the share price hit $93.77 giving the company a market value of $12.4bn.  And 43 trading days later, with the share price up 45.8 per cent at $136.70, the market value of REA Group was $18.1bn. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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On Friday at Jackson Hole in the U.S., Federal Reserve Chairman, Jerome Powell, spoke for eight minutes and 38 seconds reinforcing the idea that restrictive monetary policy is likely to be maintained for some time – all in the name of fighting inflation. World markets quickly went into reverse. The good news is that savvy investors may now get another chance to buy quality businesses at attractive prices. Continue…

by Roger Montgomery Posted in Economics, Market commentary.

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• POSTED IN Economics, Market commentary.