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  • As investors, we can’t drive the car with our eyes on the rear-view mirror, even in the current murky conditions. So where should you look at investing in 2023? watch here

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What does the past tell us about inflation expectations?
November 9, 2022
by David Buckland
IMDEX’s shifting business model
November 2, 2022
by Dominic Rose
One basic lesson in investing
October 28, 2022
by Roger Montgomery
What does the Australian Eagle team mean by quality?
October 20, 2022
by Roger Montgomery
  • Aura Private Credit: Letter to investors 2022 in review

    Brett Craig
    December 23, 2022

    It has been an incredibly challenging yet exciting year for our team. In 2022, we moved out of a heavily COVID-19-driven market into a new set of domestic and global economic and market challenges. Climate events, geopolitical conflicts, supply chain disruptions, high inflation and rapid central bank monetary policy shifts all influenced our day-to-day lives and the investment decisions we make. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
  • Merry Christmas from the Montgomery team!

    Roger Montgomery
    December 23, 2022

    Sentiment among investors has recovered slightly from the depressed state of June and late September. One can now describe sentiment as ‘indifferent. ’ Interest in the stock market seems now to be found only among professionals for whom it is their job to be interested. Among direct investors, there’s Christmas and the holidays to think about. Continue…

    by Roger Montgomery Posted in Montgomery News and Updates.
    • 1 Comments
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    • 1
    • POSTED IN Montgomery News and Updates.
  • Think like a bargain hunter

    David Buckland
    December 22, 2022

    In his latest memo, Oaktree’s Howard Marks wrote “In my 53 years in the investment world, I’ve seen a number of economic cycles, pendulum swings, manias and panics, bubbles and crashes, but I remember only two sea changes. I think we may be in the midst of a third one today.” Continue…

    by David Buckland Posted in Editor's Pick, Market commentary.
    • save this article
    • POSTED IN Editor's Pick, Market commentary.
  • David Jones $100m sale to Anchorage Capital Partners reflects declining value of department stores, analysts say

    Roger Montgomery
    December 21, 2022

    Rhiana Whitson published an article for ABC News discussing the sale of David Jones at a massively discounted price. So what’s next for David Jones? I think department stores like David Jones will continue to face challenges as online competitors take their market share. Retail spending is set to drop off next year as interest rates bite.  Read the article: David Jones $100m sale to Anchorage Capital Partners reflects declining value of department stores, analysts say

    by Roger Montgomery Posted in On the Internet.
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    • POSTED IN On the Internet.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • Roger Montgomery’s Christmas Message 2022

    Roger Montgomery
    December 21, 2022

    At Christmas, there seems to be no more timely conversation we can have than the one about the importance of Grace. I sincerely hope Christmas delivers the blessing of peace and safety for you and your family.  As we close the chapter of another year and look towards 2023, open your hearts, help someone in need, and above all else offer someone your Grace. Merry Christmas.

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
  • Investor risk aversion sees IPOs plummet in 2022

    Roger Montgomery
    December 20, 2022

    Rising interest rates have dimmed the risk appetite of many investors. And it’s not just crypto, NFTs and speculative ‘growth’ stocks that have taken a hit. This calendar year also saw global IPO proceeds drop markedly. For example, in the U.S., IPO proceeds fell 95 per cent from 2021. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Why 2023 could be a good year for investors

    Roger Montgomery
    December 19, 2022

    Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16.5 per cent, and the ASX200 is down around 5.5 per cent. But don’t despair – 2023 could see a return to sharemarket gains. Because history suggests that, after a negative year, the odds improve of a better subsequent year. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
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    • POSTED IN Editor's Pick, Market commentary.
  • Could we see a bull market in 2023?

    Roger Montgomery
    December 16, 2022

    In this interview on Ausbiz I discuss how forecasts from the Federal Reserve showed the bank’s key interest rate could stand above 5 per cent a year from now. But policymakers are moving more cautiously, following signs that the most severe inflation in decades may be beginning to ease. What does this mean for investors in 2023? Watch: Could we see a bull market in 2023?

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
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