Today, many investors in property and stocks face the prospect of inferior returns over the coming years. Principally, these are investors who have entered the overheated, over-geared apartment market, and those whose equity portfolios are dominated by low growth, large cap companies. For these investors, there is now a rare opportunity to rotate into smaller, high quality companies with bright prospects – many of which have had their prices knocked down to very compelling levels. Continue…

by Roger Montgomery Posted in Whitepapers.

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This Christmas may you enjoy its true reality, its peace and love.  May it reach into your home and surround your family and may your 2017 be a safe and peaceful one.

by Roger Montgomery Posted in Video Insights.

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With thanks to Bob Dylan, a reading of the minutes to the December RBA’s board meeting reveals there’s a change in the wind.  Typically, what we were taught in economics about Australia’s Monetary Policy has been precisely how the RBA applied its levers. Inflation and economic growth determined the changes in the settings. Continue…

by Roger Montgomery Posted in Market commentary.

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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 are concerned about your returns, you should brace for an end of the residential construction boom. You should also be very cautious about the excessive prices of high-yielding stocks (those paying dividends that are unlikely to grow), and you should be most enthusiastic about high-quality mid cap and small cap stocks that have been punished recently with share price declines of up to 50%.

by Roger Montgomery Posted in Property.

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Around the country the apartment oversupply I have previously discussed has started to hit the market and it is already impacting developers and investors. In this video insight I discuss apartment vacancy rates and what happens to the Australian economy when the construction boom ends.

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

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Professional Planner published an article announcing that Zenith Investment Partners has initiated coverage of the Montgomery global range of funds and awarded each a ‘Recommended’ rating. Read here.

by Roger Montgomery Posted in On the Internet.

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