by Roger Montgomery's Team Posted in Old Content.

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The 2016 financial year saw some significant changes in investment in Australia. There were major movements in relation to global shares, fixed interest, global property and infrastructure, and alternatives. We can learn a lot by looking at where the money flowed. Continue…

by Scott Phillips Posted in Market commentary.

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Intuitively investors know the principles of buying low and selling high. Each year Dalbar, a US based research firm, conducts their Quantitative Analysis of Investor Behaviour. The study looks at how investor decisions to switch in and out of mutual funds impacts the returns that they achieve. Dalbar’s research confirms that most investors fail to execute on this basic premise – consistently underperforming the funds they invest.

In this video for LiveWire I share my views on irrational selling and the opportunities this creates. 

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by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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Jamie Williamson wrote an article in the Financial Standard about Montgomery’s recent Whitepaper that warns investors in property and stocks of the looming threat of inferior returns. Read here.

by Roger Montgomery Posted in On the Internet.

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After no gain, excluding dividends, over the 30 months from December 2013 to June 2016, the Australian All Ordinaries Index recorded a 7.7 per cent bounce in the December 2016 half-year.  This was assisted by the record low cash rate (1.5 per cent), the 81 per cent rally over the year in the iron-ore price to US$78.87/ tonne and the 52 per cent rally over the year in the oil price to US$56.82/bbl.  Copper, a strong indicator for Global Industrial Production, was up 17 per cent to US$2.51/lb. Continue…

by David Buckland Posted in Montgomery News and Updates.

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As we reach that time of year again where we start to think about finding a good book, some sunshine and lazy days with our families, we wanted to wish you and your family a happy, safe and relaxing Christmas.

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by Roger Montgomery Posted in Montgomery News and Updates.

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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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