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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UK Macroeconomic Strategist Michael Wilson has penned an interesting piece entitled “Involution” which came across my desk. It was interesting enough that I thought it worth sharing in its entirety. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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IMDEX Limited (ASX:IMD) is a mining services company with solid leverage to gold exploration and development activity. The key attraction for us is the strong IP within the business. Incoming Chief Executive Officer, Paul House shares the exciting pipeline of new technologies. Continue…

by Gary Rollo Posted in Montgomery Small Caps Management Video Series.

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by Roger Montgomery's Team Posted in Old Content.

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Roger joined Ross Greenwood on Money News for the final time for 2019 to discuss the Aussie banks. The banks make a lot of money when interest rates are high, credit spreads are low and yield curves are steep. Although we are currently experiencing the opposite conditions, which could result in a tougher period ahead for the big banks.

by Roger Montgomery Posted in Radio.

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Medibank Private (ASX:MPL) is a long term holding in The Montgomery Fund and The Montgomery [Private] Fund with our investment case being partly based on superior investment in productivity, thanks to scale, that delivers both a functionality and cost advantage over its competitors. Continue…

by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.

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In this week’s video insight Andreas takes a closer look into the meat industry. Research shows that by 2040 vegan meat replacement and cultured meat will take significant share and account for around 60 per cent of total meat consumption. Which companies will be impacted by this? Continue…

by Andreas Lundberg Posted in Editor's Pick, Video Insights.

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