Right now, investors are in love with new, disruptive businesses, particularly those with platforms that shorten the path between supplier and end user. Many of these businesses are sporting eye-watering valuations that seem hard to justify. Is it time for a return to value investing?  We think so. Continue…

by Roger Montgomery Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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Recently we have been fascinated by the inexorable rise in the share prices of tech companies. You might recall we’ve written about, and looked with suspicion at, the combined market value of US$140 billion for Tesla, Uber and Twitter, despite a combined profit of zero. Continue…

by Roger Montgomery Posted in Market commentary.

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For the first time in 20 years, 2-year US government interest rates have gone above 2-year Australian government interest rates. This is a significant turning point, and could signal the start of a new economic phase. Australian investors will need to be mindful of the consequences. Continue…

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

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In this interview with Ross Greenwood, Roger discusses Telstra. It has hit a five year low, will it have to cut dividends again?

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What makes the Montgomery Global Equities Fund (Managed Fund) (ASX:MOGL) different to other options in the market? In this interview with nabtrade, I articulate Montgomery Global’s unique approach to investing and managing risks, and share some of the stock names the fund will look to invest in. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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