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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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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In this interview on Money News, Roger discusses the dislocation between the stock market and economic growth. Another topic included bank earnings, the Commonwealth Bank of Australia cut rates on home lending products. Why?

by Roger Montgomery Posted in Radio.

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With reporting season over a month past, I thought it worthwhile to review some comments made by senior management of companies during reporting season as the noise settles down and there is a period of time to reflect on what has occurred and how things may evolve over the next 6-12 months (and longer). Continue…

by Joseph Kim Posted in Companies, Editor's Pick.

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by Roger Montgomery's Team Posted in Old Content.

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Roger joined Livewire’s exclusive Buy Hold Sell to discuss what the structural challenges facing the car industry mean for Automotive Holdings Group, the battle confronting Kogan and Bellamy’s continued push into China.

by Roger Montgomery Posted in TV Appearances.

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Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to list, or are rumoured to do so, this year. Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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