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MEDIA
TRADING DAY LIVE FEATURING ROGER MONTGOMERY: 11 APRIL 2019
Roger Montgomery
April 15, 2019
Roger appeared on Your Money’s Trading Day Live to discuss housing construction. With residential construction declining, and possibly even halving – how will the 3.5 per cent of Australia’s workforce employed by the area be impacted? Will we see unemployment rise?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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How do we determine the cash weighting for The Montgomery Fund?
Tim Kelley
April 15, 2019
We are often asked to explain how we manage the cash weighting, and the most recent market pullback at the end of 2018 provides a useful example to illustrate our approach to managing cash. Continue…
by Tim Kelley Posted in Investing Education.
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Domestic vs. international gas prices
Andreas Lundberg
April 12, 2019
I have previously shared my view on Australia’s high energy prices and why investing in new coal producing power is a bad idea. Today, I would like to revisit what has happened in international liquefied natural gas (LNG) markets and compare it to what is happening to domestic gas prices. Continue…
by Andreas Lundberg Posted in Energy / Resources.
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The people behind the process
Scott Phillips
April 11, 2019
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with an analyst on our global equities team who is visiting Sydney from our New York office – Amit Nath. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Are we reading bond market signals the wrong way?
Roger Montgomery
April 10, 2019
There’s been a lot of talk of inverted yield curves in the US and whether they portend a recession or a stock market crash. But, I wonder whether we need to watch the yield curve as much as exuberance in stocks themselves? Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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