While small company shares demonstrate greater volatility than big company shares, over longer time frames they tend to deliver higher returns. Over the short-term they can involve more risk because of their lower liquidity, their sensitivity to management’s decision-making and their sensitivity to general economic conditions. For that reason, an investment in the Montgomery Small Companies Fund is recommended as a long-term proposition. Continue…

by David Buckland Posted in Montgomery News and Updates.

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by Roger Montgomery's Team Posted in Old Content.

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If you’re unsure whether to feel positive or negative about equity markets right now, you’re not alone. Investors are strongly divided on whether markets are fair value, or too expensive and about to collapse – and there are compelling reasons for both positions.  Let’s look at the reasons to be bearish. In my next blog, I’ll look at reasons to be bullish. Continue…

by Roger Montgomery Posted in Market commentary.

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I’m a former international student, so I definitely see the value of studying abroad. But recent lobbying by our cash-strapped universities to allow foreign students to fly in over the coming weeks is, to me, quite unacceptable. I just hope our politicians agree with me. Continue…

by Andreas Lundberg Posted in Companies.

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Reporting season has delivered few surprises. This was again borne out by the results announcements from Woolworths, Reece, Flight Centre, and Afterpay, which are all exposed to consumer spending. No prizes for guessing which ones delivered strong results, and which one did not. 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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Fiscal year 2020 will be a year remembered for low-interest rates, growing geopolitical tensions, a black swan pandemic, broad sweeping fiscal bazookas and of course arguably one the largest asset sell downs and retracements in history – have I missed anything? Continue…

by Dean Curnow Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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