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  • Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.

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Will strong returns from the technology space continue into the future?
September 11, 2018
by Tim Kelley
An update on The Montgomery Fund
September 5, 2018
by Roger Montgomery
An update on Seek's full year results
August 28, 2018
by Stuart Jackson
Why do we like Codan?
August 20, 2018
by Andreas Lundberg
  • Should we expect continued softness in retail sales?

    Roger Montgomery
    November 29, 2023

    Unsurprisingly, consumer spending dominates all other categories and contributors to economic growth in a consumption-based economy such as Australia’s. Australia’s private consumption accounted for 49.8 per cent of nominal gross domestic product (GDP) in the June 2023 quarter. Australia’s private consumption contribution to the Nominal GDP ratio, which is updated quarterly, from Sep 1959 to Jun 2023, averaged a 56.2 per cent share. Continue…

    by Roger Montgomery Posted in Consumer discretionary, Market commentary.
    • save this article
    • POSTED IN Consumer discretionary, Market commentary.
  • The RBA acknowledges boomers win and mortgagees lose

    Roger Montgomery
    November 29, 2023

    Central banks across the globe find themselves in a challenging predicament, and our own Reserve Bank of Australia (RBA) faces a particularly delicate situation. In Australia, an intricate interplay of demographics and home ownership dynamics creates a paradox where those who bear the brunt of rising interest rates are not the ones fuelling the inflationary fire through their spending habits. Continue…

    by Roger Montgomery Posted in Economics, Editor's Pick, Market commentary.
    • 8 Comments
    • save this article
    • 8
    • POSTED IN Economics, Editor's Pick, Market commentary.
  • Why I believe REA Group is one of Australia’s highest quality businesses

    Roger Montgomery
    November 28, 2023

    I believe REA Group (ASX:REA), is one of Australia’s highest-quality businesses. REA Group’s online portal – realestate.com.au – is the go-to destination for people wanting to buy, sell or rent property. Price rises in all property related areas have led to substantial revenue and earnings growth and have turbo-charged REA Group’s share price. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
    • 5 Comments
    • save this article
    • 5
    • POSTED IN Companies, Editor's Pick, Property, Stocks We Like.
  • Aura Private Credit

    Insights from the Australian Securitisation Forum

    Brett Craig
    November 27, 2023

    Last week the team attended the Australian Securitisation Forum. The event is held annually and brings together the leading industry bodies, representing participants in the securitisation and covered bonds markets. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
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  • Is there a New South Wales housing solution on the way?

    Roger Montgomery
    November 27, 2023

    In something of a ground-breaking move to address the housing affordability crisis in New South Wales, the government has unveiled a plan to expedite the construction of homes by fast-tracking buildings that choose pre-approved designs. This initiative aims to ease the burden on prospective buyers and renters who have long struggled to find affordable housing options. Continue…

    by Roger Montgomery Posted in Market commentary, Property.
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    • POSTED IN Market commentary, Property.
  • MEDIA

    Ausbiz – Winners are grinners: how boomers are benefiting from inflation

    Roger Montgomery
    November 24, 2023

    In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario. Additionally, I delved into the intricate dynamics of domestic inflation and discussed socio-economic consequences arising from intergenerational disparities. Watch the full interview here. Ausbiz – Winners are grinners: how boomers are benefiting from inflation

    by Roger Montgomery Posted in Market commentary, TV Appearances.
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    • POSTED IN Market commentary, TV Appearances.
  • Is forecasting a waste of time?

    Roger Montgomery
    November 24, 2023

    I have had my fair share of bad calls. After more than three decades of investing, it’s safe for me to predict that there is next to no advantage in making predictions. What does make sense is to invest in great businesses and great managers and allow enough time to pass to allow the process of wealth creation within these businesses to occur. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
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    • POSTED IN Editor's Pick, Market commentary.
  • Wine

    Forget inflation; wineway robbery might be here to stay

    Roger Montgomery
    November 23, 2023

    As a result of the corporatisation of restaurants, there’s a plethora of them. The emergence of the Restaurant Group – Merrivale, Bentley, and The Speakeasy Group are examples which offer a business solution to the cost of independence through bulk buying power (for food and fit-outs) and merged accounting and marketing functions. Continue…

    by Roger Montgomery Posted in Consumer discretionary.
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    • POSTED IN Consumer discretionary.
    Wine
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