Consumer spending has risen strongly in the past year, spurred on by property owners feeling richer due to higher house prices. This is called the household wealth effect. But with house prices looking toppy, should retailers – and investors – be concerned about the effects of a property market correction? Continue…

by Andreas Lundberg Posted in Consumer discretionary, Property.

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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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by Roger Montgomery's Team Posted in Old Content.

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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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