When Joe Biden emerged as the 46th US president, democratic nations including Germany, Japan and the UK are reported to have breathed a collective sigh of relief.  Political leanings aside, what does Biden’s win mean for investors, and how might it affect a rotation out of growth and into value or cyclical stocks? Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets.

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For much of the last hundred years or so, investment decisions have tended to be framed primarily in terms of a hard-nosed assessment of just one thing – shareholder value. Continue…

by Tim Kelley Posted in Investing Education.

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With interest rates hovering near zero, and growth stocks looking toppy, it’s getting tougher for investors seeking a reasonable return. Thankfully, there are some fairly priced businesses in unloved parts of the market that are still offering a decent yield. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Goodman Group (ASX:GMG) is Australia’s industrial property powerhouse which is helping to develop the infrastructure of the new economy globally – including warehouse space relied on by e-commerce and data centres. We see the company as a COVID winner, with the acceleration of structural trends Goodman has been positioning for many years playing out, with Goodman continuing to add value to their business during a period of unprecedented disruption. Continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight David provides an update on the performance of the Montgomery Small Companies Fund. While small capitalisation companies generally involve more risk because of their lower liquidity, their greater sensitivity to managements’ influence, and their greater sensitivity to economic conditions, they have proven over long periods of time to be a rewarding asset class to allocate capital – preferably for patient investors who grasp the power of compounding. Continue…

by David Buckland Posted in Editor's Pick, Video Insights.

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