During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One standout is leading auto parts distributor, Bapcor (ASX:BAP), which has since rebounded strongly. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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Last week, the Australian Banking Association (ABA) updated the market on the number of mortgages and business loans deferred due to impacts from the COVID-19 crisis. In all, loans totalling $234 billion are not being repaid. The question is: what proportion of these borrowers will be able to resume repaying the banks once the other COVID-19 stimulus measures end? Continue…

by Andreas Lundberg Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Global stock markets have catapulted in anticipation of a sharp economic recovery. The trouble is, no one knows how soon, or how strong, the recovery will be. My concern is that negative data could easily swing market sentiment from optimism back to pessimism. Continue…

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

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Roger joined Kylie Purcell on Pocket Money to discuss the volatile year we have seen so far for markets. Markets were expensive before COVID-19 and companies were at record PE ratios even though earnings estimates were declining. So where is the market going and what should new investors be looking for? Listen to the interview to find out.

by Roger Montgomery Posted in Podcast Channel.

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by Roger Montgomery's Team Posted in Old Content.

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Recent economic surveys paint a grim picture of business conditions, job ads and home lending. The question is: can the economy bounce back from the pummeling it took at the hands of the COVID-19 lockdown? Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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Roger joined Michael McLaren on 2GB Overnight to discuss current market conditions. On Thursday the ASX came off strong, but that was off the back of seven straight days of gains, creating one of the quickest bull market recoveries in the history of the ASX.

by Roger Montgomery Posted in Radio.

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