by Roger Montgomery's Team Posted in Old Content.

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Are the structural challenges being faced by retailers continuing? Or are they now increasing? The challenges are now only increasing with the structural pressures from the immigration of large and well-resourced foreign discounters such as Zara, Uniqlo, Aldi, H&M and Amazon, meeting the twin cyclical pressures from an end to the construction boom and rising interest rates.
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by Roger Montgomery Posted in Companies.

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In this interview with Ross Greenwood, Roger Montgomery discusses the growth of exchange traded funds particularly index funds and the perverse impact they are having on stocks.  

by Roger Montgomery Posted in Radio.

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Perhaps the four most dangerous words in investing are; this time is different. History shows however that it is never different, and the belief that today we are more educated, experienced or advanced than ‘last time’, or that conditions have permanently changed, perpetuates the behaviour that is causing the problem.  A sign that we might be near the end is the preponderance of died-in-the-wool value investors who simply give up plying their trade and join the momentum. Continue…

by Roger Montgomery Posted in Global markets, Investing Education.

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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’re an educated investor, should you be investing in index funds?  We don’t believe so.  And the reason is simple:  index funds are not selective in their approach to buying and selling stocks, and ignore the long-term drivers of returns, such as ‘value’ and ‘quality’.

by Roger Montgomery Posted in Editor's Pick, Investing Education.

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Vita Group Limited (ASX: VTG) released an announcement that spooked the market, but was the news really that bad or did the market over-react? In this post we cover the main points of the announcement. Continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick, Technology & Telecommunications.

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