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

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Forecasting the future with present information is very difficult
September 26, 2017
by Scott Shuttleworth
Should we be cautious about the market?
September 19, 2017
by Roger Montgomery
The future for Montgomery Global
September 5, 2017
by David Buckland
FY2017 reporting season update
August 30, 2017
by Stuart Jackson
  • U.S. Consumer insight from a tiny Denver bike manufacturer

    Roger Montgomery
    October 20, 2023

    Australian equity investors enamoured with the study of consumer behaviour might take an interest in the cycling industry, especially as it impacts the ASX-listed Flight Centre (ASX: FLT). Continue…

    by Roger Montgomery Posted in Companies, Market commentary.
    • save this article
    • POSTED IN Companies, Market commentary.
  • Three learnings from Polen Capital’s recent Australia tour

    Dean Curnow
    October 19, 2023

    You always learn a lot hearing from seasoned investors. The beauty of the Montgomery business as it has grown is that these nuggets of wisdom through our partner managers are now spread across not only several asset classes but also across a number of geographies. Continue…

    by Dean Curnow Posted in Polen Capital.
    • save this article
    • POSTED IN Polen Capital.
  • MEDIA

    ABC The Business – Navigating global turbulence: Insights on market impact

    Roger Montgomery
    October 18, 2023

    In my recent interview on ABC The Business with Kirsten Aiken, I wanted to discuss current global issues and its impacts on the market, the recent (and unique) protest vote surrounding Maxine Brenner on the basis of corporate governance, and the recent minutes released by the Reserve Bank of Australia (RBA) regarding rate hikes. You can watch my interview from the 10:30 minute mark from the episode published 17 October. Navigating global turbulence: Insights on market impact.

    by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
    • save this article
    • POSTED IN Global markets, Market commentary, TV Appearances.
  • A couple of standouts in a tough September 2023 Quarter

    David Buckland
    October 18, 2023

    In this week’s video insight, I’ll be discussing the pleasing performance of both the Montgomery Small Companies Fund and the Aura High Yield SME Fund (for wholesale investors) in the September 2023 quarter. During this time stock markets observed widespread negative returns, mainly due to a significant increase in U.S. ten-year treasury bond yields. Continue…

    by David Buckland Posted in Global markets, Market commentary, Video Insights.
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    • save this article
    • POSTED IN Global markets, Market commentary, Video Insights.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • MEDIA

    Ausbiz – Challenging the prediction of a grim decade for equities

    Roger Montgomery
    October 17, 2023

    In this interview with Ausbiz, I wanted to share a different perspective on the future of investments. I challenged the widespread concerns about the S&P 500 indicating a potentially bleak decade ahead. I also wanted to emphasize that individual investors should move beyond broad indices and instead focus on quality businesses. Watch the full interview here: Challenging the prediction of a grim decade for equities

    by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
    • save this article
    • POSTED IN Global markets, Market commentary, TV Appearances.
  • Aura Private Credit

    Australian SMEs, non-bank lenders, private credit funds & securitisation

    Brett Craig
    October 17, 2023

    The Reserve Bank of Australia provided an update on its “Recent Developments in Small Business Finance and Economic Conditions” series in the September 2023 bulletin1. The update touches on both the contribution of SMEs to the Australian economy and their access to finance (particularly small businesses), via traditional ADI (bank) funding and non-bank funding. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
  • What can we expect from equities in the near future?

    Roger Montgomery
    October 16, 2023

    Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they right? There are always plenty of people happy to offer their opinion. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
  • GWA group – Finding value in the midst of share price uncertainty

    Roger Montgomery
    October 16, 2023

    Back in February 2020, and just before COVID-19 sent the world into a tailspin, GWA (ASX:GWA) shares were on a high, trading at nearly $4 each. Today, shares in the small cap building materials company and distributor of Caroma, Clark and Dorf bathroom and kitchen accessories, tapware and sanitary ware are trading just below $2, a decline of just over 50 per cent. Continue…

    by Roger Montgomery Posted in Companies.
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    • POSTED IN Companies.
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