by Roger Montgomery's Team Posted in Old Content.

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What’s the best way to minimise risk when investing during a recession or economic crisis?  Research by NYU’s Stern School of Business shows that one method could be to allocate funds according to where the company sits in its business lifecycle – which is the approach taken by the Montgomery Small Companies Fund. Continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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The COVID-19 data coming out of the US is grim and getting grimmer. My concern is that many investors have been pricing in an increasingly positive economic recovery, which may not eventuate if governments in the US need to re-introduce lockdowns. And that spells danger for share prices in the US – and other markets as well. Continue…

by Stuart Jackson Posted in Global markets, Market commentary.

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One of the rather surprising trends since the COVID-19 lockdown has been the new wave of first-time share market investors. Many have enjoyed huge gains since the March market rout – often by speculating on highly risky businesses. But the ensuing dislocation between share prices and economic reality tells me that some could get their fingers badly burnt. Continue…

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

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Listed Investment Companies (LICs) have arguably been the poster child of the Exchanged Traded Product (ETP) movement. As at the end of May, LICs accounted for AUD $45 billion by market capitalisation on the ASX, with 108 offerings across a range of asset classes though mostly concentrated amongst Australian and international shares as captured by Morningstar. Continue…

by Dean Curnow Posted in Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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As you may know, the furniture retailer, Nick Scali, is one of our holdings in the Montgomery Small Companies Fund and CEO Anthony Scali has just updated fund managers through a broker-arranged conference call. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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