Bond markets signal caution – time to pay attention READ HERE to learn more.
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Streaming TV ain’t what it used to be
Roger Montgomery
September 12, 2023
In 1999, I was working at an investment bank. It was a terrible year to be advising investors to invest in high-quality companies making a profit and to take profit on the technology-related initial public offerings (IPO) listed at massive first-day premiums despite being unprofitable businesses. It was the year of the first technology boom, now known as the Dotcom boom and subsequent bubble. Continue…
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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Ausbiz – Answering the critical question lingering over Qantas
Roger Montgomery
September 11, 2023
In this interview with Ausbiz, I discuss how former Qantas (ASX:QAN) Chief Executive Officer, Alan Joyce, recently left his position with optimism about the airline’s strength and promising future. And the speculation surrounding Joyce’s retirement amid the questions about Qantas’ economic performance over the past 15 years. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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The themed ETF trap
Roger Montgomery
September 11, 2023
At the outset, let me be clear: This is a blog post about a very narrow band of specialised or thematic exchange-traded funds (ETF), not broader ETFs that track major stock market indices. Continue…
by Roger Montgomery Posted in Market commentary.
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Qantas CEO quits after airline allegedly sold tickets for cancelled flights
Roger Montgomery
September 8, 2023
Mike Cherney published an article on The Wall Street Journal discussing all the buzz around Qantas’ damaged reputation and Alan Joyce’s subsequent departure from Qantas. Cherney asks for my insights and the main one of note is that the airline will be much less profitable in the foreseeable future. Read the full article here
by Roger Montgomery Posted in On the Internet.
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How soon will another property construction boom emerge?
Roger Montgomery
September 8, 2023
The Australian bureau of statistics’ (ABS) building approvals data paints a sorry picture for the supply of apartments today but also points to a much brighter future. Continue…
by Roger Montgomery Posted in Market commentary, Property.
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The Montgomery Small Companies Fund has had a cracking few months
Gary Rollo
September 7, 2023
In this week’s video insight I joined David Buckland to dive into the recent performance of the Montgomery Small Companies Fund. As the reporting season concludes, the Fund has delivered 11.19 per cent for the three months to 31 August. This is an outperformance of 8.97 per cent compared to its benchmark the S&P/ ASX Small Ordinaries Accumulation Index. The outperformance can be attributed to several key stocks in the Fund’s portfolio, particularly Megaport (ASX:MP1), Audinate (ASX:AD8), and Aussie Broadband (ASX:ABB), all of which have exhibited strong growth and management excellence. Continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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The three-bucket strategy for building a retirement portfolio
Roger Montgomery
September 6, 2023
What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U.S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Ausbiz – Big secular themes changing the investing outlook
Roger Montgomery
September 6, 2023
In this interview with Ausbiz, I discuss the impact of demographic transitions on investments, the influence of the baby boomer generation on global economies as they transition from asset accumulation to retirement, and what’s affecting spending habits and investment strategies. I also give my predictions on rising demand for income-generating assets and private credit to fill funding gaps for small to medium enterprises. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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