Check out my latest feature article for the Australian about why concentration risk is the new problem for ETF fansREAD NOW
-
MEDIA
Money News 20.03.2020
Roger Montgomery
March 24, 2020
Roger joined Brooke Corte on Money News to share an update on the coronavirus and how markets are holding up throughout this pandemic. At some stage we know that people will travel again, the health issues will end and potentially a vaccine will be developed. And when it does, all of the companies that are being sold off will bounce back. The real question today is how much lower will they go?
by Roger Montgomery Posted in Editor's Pick, Radio.
- save this article
- POSTED IN Editor's Pick, Radio.
-
How should you think about cash?
Tim Kelley
March 23, 2020
One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision. With that in mind, we set out here a summary of key points coming out of our analysis of the COVID-19 pandemic to date, and some thoughts on what might lie ahead. Continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
- 16 Comments
- save this article
- 16
- POSTED IN Editor's Pick, Market commentary.
-
-
How the Montgomery Small Companies Fund is positioned throughout this pandemic
Dominic Rose
March 19, 2020
Against a rapidly evolving macro backdrop, we thought it would be prudent to provide investors with a brief update on how the Montgomery Small Companies Fund (MSCF) has positioned itself and to share our thoughts on the risks and opportunities that we see ahead of us. Continue…
by Dominic Rose Posted in Montgomery News and Updates.
- 4 Comments
- save this article
- 4
- POSTED IN Montgomery News and Updates.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Leading immunologist warns the next three months will be frightening
David Buckland
March 19, 2020
How bad is the Coronavirus pandemic about to get? A lot worse, according to one of Australia’s leading immunologists. And that spells bad news for just about everyone. Continue…
by David Buckland Posted in Health Care.
- 5 Comments
- save this article
- 5
- POSTED IN Health Care.
-
-
MEDIA
ABC Nightlife – COVID-19
Roger Montgomery
March 18, 2020
In this episode of ABC Nightlife Roger joined Philip Clark to discuss what we should expect from markets down due to the coronavirus. People are panic buying in supermarkets and investors are panic selling on the stock market. With the S&P ASX 200 sinking 30 per cent from its all-time high on February 20. So what is it going to take to calm markets? Listen here.
by Roger Montgomery Posted in Radio.
- LISTEN
- 2 Comments
- save this article
- 2
- POSTED IN Radio.
-
Four criteria we are considering before buying shares in this market
Joseph Kim
March 18, 2020
With the Australian market in freefall, readers and clients alike have asked us where we are looking to invest. While we continue to monitor the fluid situation closely, we have established some key criteria that we would look to satisfy in anticipation of a potential recovery. Continue…
by Joseph Kim Posted in Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Market commentary.