Malls were a very handy invention, allowing motorised shoppers to visit one location for all their retail desires. Yet as the internet keeps providing easier ways to get all your needs at the one place from the comfort of home, we wonder what will happen to the humble mall?

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by Ben MacNevin Posted in Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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Here are 10 reasons to consider investing in The Montgomery Global Equities Fund (Managed Fund) (ASX: MOGL) an Active Exchange Traded Managed Fund (ETMF). Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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My recent blog post on the national energy debate created some heated (sorry!) responses from a few of our readers. Now I’d like to discuss another hot energy topic, the east coast gas crisis, which has seen a constrained domestic supply send gas prices soaring by a whopping 300 per cent since 2015. Continue…

by Andreas Lundberg Posted in Energy / Resources.

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We make no claim to be accurate forecasters of market booms and crashes.  That’s because, in the very long run, successful value investing does not require an ability to predict markets or economies.  But when respected people like Nobel Laureate economist, Professor Robert J. Shiller, put pen to paper about a looming bear market, we find it pays to listen up. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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The gyrations of the Aussie dollar are a constant focus of media attention. And well they might be. Because, apart from reflecting our national economic health, the strength of the Aussie dollar relative to other currencies has a big impact on exporters, and on businesses that generate earnings overseas. Continue…

by Stuart Jackson Posted in Foreign Currency, Market commentary.

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In this interview with Ross Greenwood, Roger Montgomery discusses the issue of not adding value to our exports and that our export revenue is never enough to pay for our imports.

by Roger Montgomery Posted in Radio.

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