In this radio program with Philip Clark, Roger discusses the sectors of the Australian economy that are in trouble drawing on what the problem is and what it means for Australian investors. Listen here.

by Roger Montgomery Posted in Radio.

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This week, the Federal Reserve (Fed) hiked its target range for the federal funds rate for the second time this year to 1.00-1.25 percent. In a widely anticipated move, the Federal Open Market Committee (FOMC)  said that the labor market has continued to strengthen, economic activity has been rising and household spending has picked up in recent months. But the interest rate decision was not the main event. The market was instead focused on how the Fed planned to deal with its US$4.5 trillion dollar balance sheet (shown below). Continue…

by Andrew Macken Posted in Financial Services.

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These highlights from Your Money Your Call, broadcast on Sky Business feature Montgomery CIO Roger Montgomery.

by Roger Montgomery Posted in TV Appearances.

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Last year saw a ‘junk rally’ in equity markets: higher quality businesses delivered generally weaker returns, while lower quality businesses did better. This made it hard for fund managers like us – who are wedded to the high-quality end of the market – to keep up with the benchmark. Is our adherence to quality, through thick and thin, the right approach? We think so, and the research bears this out. Continue…

by Tim Kelley Posted in Market commentary.

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According to today’s Australian Financial Review, the board of Network Ten (ASX: TEN) is considering putting the station into administration after the company announced a material loss in April for the first half of the financial year and after the board failed to garner further financial support from its billionaire shareholders. Continue…

by Roger Montgomery Posted in Companies.

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Roger Montgomery was on Money News where he discusses how the price of assets has increased as there are low interest rates.

by Roger Montgomery Posted in Radio.

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

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Recently Daniel Wu recorded a video insight that was so popular our readers have asked for a transcript. Amazon does not just compete on price, and he shares two important insights into how Amazon might look to operate in Australia. Continue…

by Daniel Wu Posted in Companies.

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Last October, demographer and author Bernard Salt wrote that millennial hipsters should spend less on ‘smashed avocado and crumbled feta’ and more on saving for a home deposit. His comment sparked a furious cross-generational debate – the idea that millennials can’t afford to buy a home simply because they spend too much on brekky appeared ludicrous. Continue…

by Scott Shuttleworth Posted in Editor's Pick, Property.

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