In this interview for ABC The Business, Roger joined Julia Lee to discuss the market outlook and whether markets reflect current economic conditions. We think volatility will pick up in the next 12 months, which is something to be considerate of. Listen here.

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

Have house prices and building activity bottomed? It sure seems that way – even if the trend is still negative. And that’s great news for businesses exposed either directly or indirectly to the construction industry. One business set to benefit is WA-based Cedar Woods Properties (ASX:CWP). Continue…

by Roger Montgomery Posted in Companies, Property.

• 7 Comments
• save this article
• 7
• POSTED IN Companies, Property.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

What a difference a week makes. Only days ago we were prosecuting the argument that residential construction activity would continue to worsen. This was based on significant falls in land sales and building approvals, with building approvals being a leading indicator for construction activity, and land sales being a leading indicator for building approvals. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

• 2 Comments
• save this article
• 2
• POSTED IN Editor's Pick, Property.

Back in July last year, I had a look at what was happening with mortgage arrears and mortgage stress in this post. Since then, we have had three rate cuts from RBA and everyone who has floating rate mortgages should be paying quite significantly lower interest now than before the cuts. I therefore thought it would be interesting to see how this has impacted a households capacity to service their mortgage. Continue…

by Andreas Lundberg Posted in Financial Services.

• 6 Comments
• save this article
• 6
• POSTED IN Financial Services.

As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

• 1 Comments
• save this article
• 1
• POSTED IN Montgomery News and Updates.

In this week’s video insight David takes a look at the performance of markets since 30 June. The larger markets, including the US S&P 500 and the Nasdaq, the Japanese Nikkei 225, the German Dax 30 and the French CAC 40, are all up by an average of well over 5 per cent since 30 June 2019. Other markets, like the Australian All Ordinaries, the UK FTSE 100, the Shanghai Composite and the Hang Seng, are all lagging, by comparison.

by David Buckland Posted in Editor's Pick, Video Insights.

• watch video
• save this article
• POSTED IN Editor's Pick, Video Insights.