You may have noticed there’s a new paradigm being discussed in investment circles – that inflation and interest rates may never rise again. This paradigm has been accompanied by a wave of irrational exuberance, with prices of various assets breaking records by the day. At Montgomery, we are concerned this could all end in tears so, for now, we will swim against the tide. Continue…

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

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We’ve been posting about the issue of apartment building in Brisbane for some time. Now, lenders like Suncorp have brought in tougher measures to crack down on high-rise apartment purchases amid growing concerns about oversupply and falling prices. Is this an isolated phenomenon? Or a signal of worse pain to come for property investors?

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

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Anyone with more than 10 years’ investing experience has seen this before – stocks going up with nary a hint of concern nor any willingness to fall.  And look around – it’s not just stocks.  A whole range of luxury goods are hitting record prices.  Property, watches, wine, cars, art, jewellery.  Is it time to be cautious?  You bet. Continue…

by Roger Montgomery Posted in Market commentary.

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For the past 18 months, Australian investors have seen a ‘junk rally’ in which lower quality businesses have outperformed. But our research shows that quality is now better value than it has been for many years. Continue…

by Tim Kelley Posted in Investing Education.

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In this interview with Ross Greenwood, Roger Montgomery discusses the current market status with rising stock prices and very low volatility. Roger also offers his list of top stocks that he would love to buy at the right price.

by Roger Montgomery Posted in Radio.

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Like all good companies, Challenger Limited (ASX: CGF) has a habit of under-promising and over-delivering. It’s a fact not lost on investors, who have driven the share price up from around $3 five years ago, to over $13 today. Challenger is a top 3 holding in The Montgomery Fund, and our confidence in the business was borne out yet again this week when it reported a 1Q trading update. Continue…

by Andreas Lundberg Posted in Companies.

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With Domain listing on the ASX next month Roger joined Jeremy Hook on Livewire’s buy hold sell to discuss the listing and the impact it will have on REA’s share price.

by Roger Montgomery Posted in TV Appearances.

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by Roger Montgomery's Team Posted in Old Content.

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