Roger Montgomery joined Ross Greenwood on Money News to discuss sectors that are going to do well and what the strong Australian dollar will do for retail.

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

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On Wednesday, APRA, announced moves to make Australian banks safer. The announcement was greeted warmly by the market. But what do the new capital requirements mean for the banks in the short to medium term? And should investors really be so sanguine about the prospects for the banks? Continue…

by Stuart Jackson Posted in Financial Services.

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In this week’s video insight Roger discusses how domestic microeconomics might impact individual sectors and some companies within them.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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With the 2018 financial year underway, it’s worth examining the forces that could determine whether the Australian stock market repeats its circa 13% return of 2017. Continue…

by Roger Montgomery Posted in Market commentary.

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The recent announcement by Volvo that starting 2019, it will only make fully electric or hybrid cars has seen the team at Montgomery doing a lot of thinking about electric cars, autonomous vehicles and the potential threats to the combustion engine powered car and what this may mean for associated industries in the areas of manufacturing, wholesale, retail, distribution and service. Continue…

by David Buckland Posted in Manufacturing.

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by Roger Montgomery's Team Posted in Old Content.

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One type of competitive advantage that we find particularly compelling is the customer moat. Businesses with a strong customer moat – like Amazon and REA Group – create value for their customers, making them highly durable investments over the long term. Continue…

by Scott Shuttleworth Posted in Investing Education.

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As we pass through another financial year we can stop, record the data and reflect on what has transpired to try make sense of it. Reflecting on this financial year just past, it may be helpful to look at the returns of the major asset classes over this year and then for the last 20. Morningstar produce a neat checker board visual (Chart 1) for each of the major asset classes that Australian investors typically invest in. The glaringly obvious admission here is direct residential property but let’s not let that stop us. Continue…

by Scott Phillips Posted in Market commentary.

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