by Roger Montgomery's Team Posted in Old Content.

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Macro considerations are not a major driver of investment decisions at Montgomery. But when we assess the potential risks and returns of a business, we still need to be aware of major global developments. Right now, a key development is the rising US 10-year Treasury bond yield – which could have a big impact on a number of stocks. Continue…

by Joseph Kim Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. Continue…

by Tim Kelley Posted in Editor's Pick, Property.

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In this week’s video insight Andreas takes a look at Challenger, a core holding in our funds. With currently around 90% market share in the annuity market place in Australia we believe there is even more opportunity for Challenger’s growth.

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by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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For the last two years, we were feeling rather lonely suggesting that the property boom would end abruptly. Today, property prices are falling, and we are no longer a lone voice. The question is: how much further will they fall? Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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