Boral generated rare headlines this week when it announced an agreed bid for rival US building materials company Headwaters Inc for US$2.564bn. Boral called it a “strategically compelling acquisition” with “attractive financial metrics” that will transform the company. But, looking at the history of such take-overs, and the metrics behind the deal, we are not as optimistic. Continue…

by Stuart Jackson Posted in Companies.

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In this interview with Ross Greenwood, Roger discusses gold as an investment and Buffett’s recent decision to invest in airlines.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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America is still an economic and military powerhouse. But when Donald Trump is inaugurated as America’s 45^th president in January 2017, he could find it’s not so easy to win a trade war with Asia’s rising economies, and their growing middle classes. Continue…

by David Buckland Posted in Editor's Pick, Global markets.

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We recently held a webinar for those people who had shown interest in the two alternative investment solutions that we offer here at Montgomery, being; the Montaka Global Access Fund and recently launched Montgomery Alpha Plus Fund. 

by Scott Phillips Posted in Market commentary.

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When real estate agents start warning you that property prices are too high, it’s time to pay attention.  And that’s just what’s happened in the past week.  It confirms my strong belief that the market is overheated – particularly new apartments.  For many property investors, it will all end in tears. Continue…

by Roger Montgomery Posted in Property.

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