Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative ‘assets’ like cryptocurrency. But, if rates start to rise in a meaningful way, the price of these assets could tumble. Now could be a good time to re-assess your portfolio. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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In a challenging COVID-19 environment, the performance of Polen’s Software-as-a-Service (SaaS) holdings has led the firm to question whether these companies may offer the benefits of typical recession-resistant businesses but with potentially more sustainable growth. Continue…

by Polen Capital Posted in Polen Capital.

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One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. Continue…

by Roger Montgomery Posted in Companies, Market commentary.

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It is the question I am most frequently asked by young people that stop me in the street.  Indeed, even my own kids ask me for a view. What follows is a few thoughts I share with them. Continue…

by Roger Montgomery Posted in Editor's Pick, Foreign Currency.

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Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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How are investors’ ESG priorities and practices changing? Bfinance’s recent research has shown investors believe ESG will outperform in the next three years. Continue…

by Tim Kelley Posted in Investing Education.

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We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an impairment to the company’s Enterprise Value of as much as 30 per cent versus pre-crisis. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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