Australian households are far and away the most indebted among English-speaking nations. To my mind, it means the next interest rate move by the Reserve Bank will be down. If I’m right, then it may be time for investors to think about increasing their exposure to businesses that benefit from a weaker Aussie dollar. Continue…

by Andreas Lundberg Posted in Editor's Pick, Market commentary.

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Australian property prices are falling at their fastest rate for five years, thus putting a definitive end to the debt-fueled housing boom.  My concern is that this reversal has only just begun. 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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In this week’s video insight, Andreas discusses Codan, its share price has soared 32 per cent in the last year. So let’s take a look at four reasons why we like it.

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

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by Roger Montgomery's Team Posted in Old Content.

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At Montgomery we are constantly asked which fund of ours is the best to invest in? This is an incredibly difficult question to answer, as a) we don’t provide financial advice and are unaware of each of your personal circumstances (and risk preferences), and b) the strategies are not all created equal, in that they are trying to achieve slightly different things from an objective point of view by way of investment design. Continue…

by Dean Curnow Posted in Investing Education.

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In this radio program with Philip Clark, Roger discusses the emerging themes from reporting season. The biggest employer in Australia is healthcare, followed by retail and construction. What are the emerging themes that will impact workers in these sectors? Listen here.

by Roger Montgomery Posted in Radio.

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Online retailer, Kogan.com (ASX:KGN), advertises thousands of ‘hot deals’ on its website. With its share price plunging in recent months, many investors could be wondering: is KGN also going cheap? We’re about to find out. Continue…

by Roger Montgomery Posted in Companies.

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