In March, the U.S. Federal Reserve moved to prevent a coronavirus-induced downturn by promising to set up an entity to buy corporate bonds and ETFs, including junk bonds and junk bond ETFs. My concern is that the Fed has simply created another time bomb that future generations will have to defuse. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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In a recent interview, Peter Switzer asked me if I was a bull or a bear. It’s a simple question, but one that requires a nuanced response. Because these are complex and unprecedented times for investors. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Roger joined Kylie Purcell to discuss the market crash at the beginning of the year, and why by April markets had rebounded on the expectation for a V shaped recovery. The expectation for a V-Shaped economic recovery seems irrational. The question now is how long governments and central banks can continue to prop up companies and employees that aren’t getting any business.

Please click here for the full interview. 

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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Our readers know we like the Infigen Energy (ASX:IFN) equity story; IFN is a renewable electricity generator and it offers a way to play the green theme here in Australia. We shared our investment thesis in an article posted in early February, a lot has happened since then. Here’s why we have sold and moved on. Continue…

by Gary Rollo Posted in Companies.

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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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There is a popular aphorism in investing circles that originally came from Winston Churchill; “never let a good crisis go to waste.” While the human and economic costs of the COVID-19 crisis remain current, Gary Rollo and Dominic Rose, the team behind the Montgomery Smaller Companies Fund have quietly taken advantage of the dislocation to establish the ground work for what might become  an enviable track record. Continue…

by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.

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