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Roger Montgomery's Team

December 16, 2019
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2019 – the year in review

Joseph Kim

December 16, 2019
With the year coming to a close, I thought it would be interesting to look at 2019 in terms of some of the movements we saw in the ASX300 and its constituents. Continue…

by Joseph Kim Posted in Editor's Pick, Market commentary.

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December 13, 2019
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December 13, 2019
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Are we seeing a dissonance between credit markets & broader equity indices?

Roger Montgomery

December 12, 2019
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 a true innovator – how is technology leading growth?

Gary Rollo

December 12, 2019
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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December 11, 2019
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Money News 10.12.2019

Roger Montgomery

December 11, 2019
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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