Malcolm Turnbull is rumoured to be very concerned about Australia losing its coveted AAA credit rating.  Politically, it would be a terrible look were it to occur on his watch.  Our shaky credit rating reflects the failure of successive governments to deal with our most pressing economic issue – the Balance of Payments Current Account Deficit.  And I don’t see things changing soon. Continue…

by Roger Montgomery Posted in Market commentary.

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The Prisoner’s Dilemma provides a framework for understanding how to strike a balance between competition and cooperation. It’s possible for rival firms in a competitive market to solve the Prisoner’s Dilemma, without collusion, and for their mutual benefit. Let’s look at how it can be done. Continue…

by Scott Shuttleworth Posted in Market commentary.

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In this video insight we explain the recent period of under performance of The Montgomery Fund. Why has the index surged ahead and can this continue?

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

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In our globalised, high-tech world, market disruptors – like Aldi, Amazon and artificial intelligence – are coming faster than ever before. Disruptors can have a massive impact – positive and negative – on holdings in your portfolio. Which is why, as investors, it’s essential to stay tuned to what could be next. Continue…

by Lisa Fedorenko Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview with Ross Greenwood, David Buckland talks about the drop in share price recently experienced by Virtus, Monash and Navitas.

by David Buckland Posted in Radio.

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We’ve postured that Resmed has fundamentally changed the US business model in its favour with its Airsense platform. After the release of Resmed’s second quarter results for financial year 2017, we explore how it is tracking against this thesis. Continue…

by Ben MacNevin Posted in Health Care.

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by Roger Montgomery's Team Posted in Old Content.

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