by Roger Montgomery's Team Posted in Old Content.

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A question we often get asked at the Montgomery office is whether one can invest their personal super directly in our suite of strategies. Whilst Montgomery is a specialist equity investment manager with an Australian Financial Services License (AFSL), we are not a super trustee. A super trustee therefore sits as an access medium between investors and investment managers, and on this basis have a unique set of responsibilities. Continue…

by Dean Curnow Posted in Investing Education.

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As the world anxiously awaits the result of the upcoming US presidential election, many commentators have predicted that a Democrat win will have an adverse effect on stock market returns.  But some recent polling suggests that any negative impact will not be that great. Continue…

by Roger Montgomery Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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The coronavirus pandemic and associated lockdowns have put a rocket under e-commerce adoption in Australia, boosting the sales of companies with strong digital platforms – like Adairs and Temple & Webster. But how much further can e-commerce penetration go?  The experience of other developed nations gives a pretty clear indication. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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For obvious reasons, much of 2020 was a quiet time for ASX IPOs: the uncertainty caused by the COVID-19 pandemic made for a challenging investment environment – one that only a brave business owner would want to list into. Continue…

by Tim Kelley Posted in Companies.

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In this week’s video insight Joseph discusses the recent performance of the retail sector and how reopening economies may impact retail performance. Government support drove an increase to spending on goods while services such as restaurants and travel were restricted. What will happen once government stimulus ends?

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by Joseph Kim Posted in Companies, Editor's Pick, Video Insights.

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You’ve probably heard bullish commentators argue that declining interest rates explain, and justify, the extraordinary price to earnings (PE) multiples being paid for growth stocks.  Many of these commentators also maintain that, because rates are going to stay lower for longer, these stocks are a defensive, sensible, and even safe investment.  But are they right? Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education.

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