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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Prior to its results release, Seek (ASX:SEK) had seen its share price rise 55 per cent since it last reported results in August 2020. This performance came on the back of rapidly improving monthly job advertisement data in Australia and New Zealand, as well as a broadly improving economic outlook from the roll out of a range of COVID-19 vaccines. Continue…

by Stuart Jackson Posted in Companies.

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In this week’s video insight Roger discusses why investors must keep a close eye on the bond yield curve and watch out for a sustained steepening, where long term bond rates rise.  If the difference between short-term and long-term rates continues to widen, it keeps more pressure on central banks to buy long-dated bonds in an attempt to keep the yield curve flat.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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In what was an interesting year for all financial service participants, 2020 saw the number of financial planners in Australia decline, continuing the exodus of recent years. According to RainmakerLive’s latest research into the advice industry, the total number of planners fell by 12 per cent throughout the 2020 calendar year as captured in the chart below. Continue…

by Dean Curnow Posted in Financial Services.

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