Have you ever wondered why Australia has no listed residential REITs (real estate investment trusts)?  The simple answer is that they would offer poor returns.  And, these days, the returns would be worse than ever.  But the good news for would-be buyers is that the property price bubble could be about to end. Continue…

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

• 6 Comments
• save this article
• 6
• POSTED IN Editor's Pick, Property.

In this video insight CEO David Buckland discusses the extraordinary network platform businesses owned by Montgomery Global, including Playtech, Alibaba, Tencent, Apple and Facebook.

by David Buckland Posted in Video Insights.

• watch video
• 3 Comments
• save this article
• 3
• POSTED IN Video Insights.

Warren Buffett once wrote that “cash is a bad investment over time.  But you always want to have enough so that nobody else can determine your future.”  We agree.  And with most investors having migrated away from cash, we see some good reasons why holding more looks like a good idea right now.

by Roger Montgomery Posted in Editor's Pick, Market commentary.

• 6 Comments
• save this article
• 6
• POSTED IN Editor's Pick, Market commentary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

In August 2016, we launched the newest fund in the Montgomery stable – the Montgomery Alpha Plus Fund – a “market neutral” fund designed to deliver positive returns over long time frames regardless of the overall direction of equity markets. Continue…

by Tim Kelley Posted in Montgomery News and Updates.

• 13 Comments
• save this article
• 13
• POSTED IN Montgomery News and Updates.

In December 2014, I wrote an article for The Australian titled ‘Beware the lure of the ‘cheap’ index fund: it’s full of junk’.  Today, I’d like to repeat that warning.  Investors who think ETFs give them safety through diversification are no more protected than those who invested in mortgage backed collateralized debt obligations (CDOs) before the GFC. Continue…

by Roger Montgomery Posted in Investing Education.

• 14 Comments
• save this article
• 14
• POSTED IN Investing Education.

Employing nearly 11% of Australia’s workforce, the retail industry is the second largest employer behind Healthcare and Social Services. The retail sector in Australia is made up of almost 140,000 different businesses, covering everything from corner convenience stores to big box hardware and supermarkets.

by Roger Montgomery Posted in Companies.

• 13 Comments
• save this article
• 13
• POSTED IN Companies.

Today Tim Kelley discusses business quality – what it is, why we focus on it, and what it means for long-term investment returns.

by Tim Kelley Posted in Video Insights.

• watch video
• save this article
• POSTED IN Video Insights.