Check out my latest feature on Ausbiz discussing AI's current winners and losers WATCH HERE
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Celebrating five years of small companies with Gary Rollo and Dominic Rose
Roger Montgomery
October 14, 2024
Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you. Continue…
by Roger Montgomery Posted in Small Caps.
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Keep a close eye on the New Zealand economy
David Buckland
October 11, 2024
Over 11,000 Australian companies entered administration in the 2023/ 24 financial year. The bad news continued with a further 3,300 insolvencies in the September 2024 quarter. This is around four times the quarterly average since the business insolvency data was collated (from 1999). However, when we consider the total number of companies registered with the ASIC, the data doesn’t look that bad.
by David Buckland Posted in Economics.
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Because, as a government, you’re not spending it that well for us to be donating extra
David Buckland
October 10, 2024
In his latest newsletter entitled “Shall We Repeal the Laws of Economics”, Howard Marks posited “deficits encourage the economic growth that most people enjoy, and spending more than the government takes in permits officials to give away “free stuff”, thereby gaining votes. But doing this perpetually requires ignoring the laws of economics, running up debts in the apparent belief they’ll never have to be paid. Can it go on without end? We’ll see, but I would think not”. Continue…
by David Buckland Posted in Economics.
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My parents are cash-strapped, so why don’t they sell their house?
Roger Montgomery
October 9, 2024
The question, ‘my parents are cash-strapped, so why don’t they sell their house?’ is a familiar topic of discussion among us, Gen X’ers, aged between 43 and 59 in 2024.
by Roger Montgomery Posted in Aura Group, Property.
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Montgomery Small Companies Fund 5-year anniversary
David Buckland
October 8, 2024
In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.3 per cent compound annual return and outperforming the S&P/ ASX Small Ordinaries Index by 33 per cent since its inception in 2019. Despite market volatility, including the COVID-19 pandemic and central banks’ rapid rate hikes, the fund has consistently identified growth opportunities. Gary and Dominic share their investment approach and outlook for small caps, highlighting their strategy to capitalise on emerging market conditions.
by David Buckland Posted in Small Caps, Video Insights.
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Ausbiz – New CEOs but same old mistakes…
Roger Montgomery
October 8, 2024
In last week’s interview with Ausbiz, we discussed the recent accusations against Coles (ASX:COL) and Woolworths (ASX:WOW) for misleading shoppers about discounts. We explored how the new leadership at both companies, with female CEO’s, might bring a more nuanced and sensitive approach to crisis management. While Coles has taken a defensive stance, Woolworths’ more measured response could ultimately benefit their long-term brand value. Drawing from past examples like Qantas (ASX:QAN) and Exxon, I highlighted the importance of transparency and suggested that the supermarket that embraces change could gain a competitive edge in the market.
by Roger Montgomery Posted in TV Appearances.
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OpenAI arrives at the crossroads of progress and safety
Roger Montgomery
October 4, 2024
OpenAI has recently made waves with its launch of cutting-edge speech technology, and underscoring the company’s shift in focus. While this marks an impressive leap in artificial intelligence (AI) capabilities, it also raises critical concerns that the race to release new products may be sidelining safety measures. Continue…
by Roger Montgomery Posted in Companies.
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Market volatility and the unbottling of ‘turning points’
Roger Montgomery
October 2, 2024
It was, for example, wise to be alert to the possibility of a large move lower if volatility emerged after a long rally. And while it has been my experience that volatility does indeed cluster around major turning points, it’s possible I only remember what I want to. Continue…
by Roger Montgomery Posted in Editor's Pick, In the Press, Market commentary.
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When I worked in derivatives trading in the early ’90s, one of the accepted truths about market behaviour was that “volatility picks up around turning points”.