How much will Amazon (NASDAQ: AMZN) hurt our retailers when its local website launches later this year? Quite a lot, it seems, if the plunging share price of some businesses is anything to go by. But it’s not all doom and gloom. Some retailers should continue to thrive. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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The Australian government has just announced a raft of changes to private health insurance. The reforms should make health cover more affordable, and more attractive for consumers. And this in turn should be beneficial for hospital operators, at least in the short term. Continue…

by Stuart Jackson Posted in Health Care.

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In this interview with Ross Greenwood, Roger discusses how there is currently very little value in the market. Another topic of discussion is Amazon. Is the arrival of Amazon going to kill retail in Australia? Or will it provide opportunities?

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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If you run your own self-managed super fund (SMSF), have you ever wondered how you stand against other investors in the same boat? Well, a recent report shines a light on where we invest and how much we are putting away. It contains a few surprises. Continue…

by Scott Phillips Posted in Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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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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