• Markets rose in the wake of news the federal government would extend the COVID-19 stimulus packages to the end of March. Should investors be cautious? Listen here.

We wish you a Merry Christmas

22122017 Christmas

We wish you a Merry Christmas

As we come to the close of another year, we would like to take the time to thank you and wish you all a safe and happy holiday season.

Christmas is a time for family, to relax, and reflect. From the team at Montgomery we wish you a time of peace, joy and fun this Christmas.

We would like to take this opportunity to thank you for your continued support and for all of your wonderful contributions.  We hope that our content and education articles have provided you with knowledge and valuable insight.

We are now taking a short break and will return in mid-January with plenty more.

If you would like some holiday reading to enjoy by the beach, or wherever the holidays take you, here are some of our top picks from the year.

Are small and mid-cap stocks good value?

Why we stay married to quality business

Which is a better investment – property or shares?

Why ‘time in the market’ will make you wealthier

Global investing: just buy the megatrend, right? 

Until we are back in 2018, enjoy the holiday season.


Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

Why every investor should read Roger’s book VALUE.ABLE


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