In this interview with Ross Greenwood, Roger discusses an interest rate rising cycle, a Trump presidency and long bond rates. 

by Roger Montgomery Posted in Radio.

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According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.

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

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Three years ago, AGL Energy warned of the dramatic imbalance between Australia’s LNG export commitments and inadequate domestic supply. Today, AGL is assessing the merits of building a gas import facility. That’s right. Australia, with some of the world’s largest natural gas reserves, may soon need to import gas for domestic consumption. How has it come to this? Continue…

by Ben MacNevin Posted in Energy / Resources.

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As any adherent to professional value investing will attest, the practice in Australia has been challenging in 2016.  For a length of time that we’d prefer not to dwell on, we have rued the broad lack of opportunities.  As a result, Montgomery portfolios have not been fully invested, even as our funds have grown.

by Roger Montgomery Posted in Health Care.

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Most days you’ll see a company announcement about a director either cutting or boosting their shareholding.  These transactions often raise eyebrows.  After all, they must know something that we don’t, right?  So, should you sell when they sell, and buy when they buy? Continue…

by Tim Kelley Posted in Market commentary.

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In the wake of Donald Trump’s victory, I’ve been hearing a lot of Chicken Little-like fretting about what it means for stock markets and portfolios.  That’s fair enough because, to quote the legendary Sam Cooke, it looks like a massive change is gonna come.  So, as investors, how concerned should we be, and what should we be doing to preserve our wealth? Continue…

by Roger Montgomery Posted in Market commentary.

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Over the last week, ANZ, NAB and Westpac reported their full year 2016 results, while CBA provided a trading update for the September quarter.  So I thought it would be a good time to review the key themes to emerge.

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by Stuart Jackson Posted in Editor's Pick, Financial Services.

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In this radio program with George and Paul on 2UE radio, Roger explains long bond and interest rates and discusses how the markets reacted to the U.S. election result. Listen here.

by Roger Montgomery Posted in Radio.

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