ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

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

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
China's fixed asset investment (11/08/2015)
August 11, 2015
by David Buckland
A better class of investing? (28/07/2015)
July 28, 2015
by Roger Montgomery
The impact of the falling Australian dollar (21/07/2015)
July 21, 2015
by Stuart Jackson
Alert but not Alarmed (14/07/2015)
July 14, 2015
by Tim Kelley
  • Adairs

    Adairs – real estate turnover AND slowing consumption

    Roger Montgomery
    June 17, 2023

    The Australian homewares retailer Adairs Limited (ASX:ADH), is currently confronting the forces associated with a slowdown in foot traffic at its stores and a decline in online traffic due to declining consumption and falling turnover in residential real estate. Continue…

    by Roger Montgomery Posted in Companies, Consumer discretionary.
    • save this article
    • POSTED IN Companies, Consumer discretionary.
    Adairs
  • Aura Private Credit

    Aura Private Credit: Letter to investors 16 June 2023

    Brett Craig
    June 16, 2023

    The NAB Business Survey for the May reporting period has begun to demonstrate a significant slowing in activity and has identified widespread apprehension towards the future economic outlook. The survey results reported widespread weakening across most of the indicators, as high inflation and interest rates are now starting to limit growth and general market optimism.​ Continue…

    by Brett Craig Posted in Aura Group.
    • save this article
    • POSTED IN Aura Group.
    Aura Private Credit
  • MEDIA

    Ausbiz: AI – a bubble or the real deal?

    Roger Montgomery
    June 16, 2023

    I joined Ausbiz to discuss artificial intelligence (AI) and why investors should take a step back and consider how companies will monetise AI to create a real secular trend. Will we see a bubble if revenue fails to materialise? Watch here: AI – a bubble or the real deal?

    by Roger Montgomery Posted in TV Appearances.
    • save this article
    • POSTED IN TV Appearances.
  • Will increased migration boost car sales and auto stocks?

    Roger Montgomery
    June 16, 2023

    The surprising jump in house prices ­– surprising because it comes amid rising interest rates – has been put down to a lack of supply and accelerating immigration. By the same token, immigration should also lead to a boost in car sales. Could this have a positive effect on the fortunes of companies like AP Eagers (ASX:APE), Carsales (ASX:CAR) and Autosports Group (ASX:ASG)? Continue…

    by Roger Montgomery Posted in Companies.
    • save this article
    • POSTED IN Companies.
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • Banks have left a $240 billion gap, now savvy investors are seeing opportunity

    Brett Craig
    June 15, 2023

    Private credit used to be the domain of high net worth investors but that is all changing as nimble operators fill a gap in the market.There’s a $240 billion funding gap facing the small and medium enterprises (SMEs) that employ 70 per cent of the population. SMEs play an essential role in the economy. However, changes to regulatory requirements are making it harder for them to access funding to help them innovate and grow. Continue…

    by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
    • watch video
    • save this article
    • POSTED IN Aura Group, Editor's Pick, Video Insights.
  • How AI will put a lid on incomes – and inflation

    Roger Montgomery
    June 15, 2023

    Despite all the money that’s been pumped into the economy, inflation may not be a problem in the longer term.  After all, money supply has been rising at an exponential rate since the 1960s and yet, since 1980, inflation has been in decline. I believe there are two key structural reasons for this – the massive drop in unionized labour, and the rise of job-displacing automation. Continue…

    by Roger Montgomery Posted in Companies.
    • save this article
    • POSTED IN Companies.
  • Thinking about retailers right now?

    Roger Montgomery
    June 14, 2023

    Australian consumer-facing companies have faced unprecedented challenges and undergone significant transformation since the bushfires of 2019. From the profound impacts of the COVID-19 pandemic to violent mix-shifts from goods to services, and digital advancements, the sector has navigated a complex landscape. Continue…

    by Roger Montgomery Posted in Consumer discretionary.
    • save this article
    • POSTED IN Consumer discretionary.
  • Some analysts are forecasting big gains for Gold and Bitcoin

    Roger Montgomery
    June 13, 2023

    A theory doing the rounds is that we’ve entered a new epoch where central banks will have no option but to create monetary inflation to fund structural fiscal deficits. To be clear monetary inflation is not the same as consumer price inflation. Monetary inflation is brought about through central bank balance sheet expansion or quantitative easing. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
    • 2 Comments
    • save this article
    • 2
    • POSTED IN Editor's Pick, Market commentary.
  • 85
  • 86
  • 87
  • 88
  • 89
  • 90
  • 91
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Toby
    Roberts
  • Brett
    Craig

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA PRIVATE CREDIT INCOME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

<>

Lost password?
Connect with:
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.