The Montgomery team are regularly called upon to write and comment for major newspapers and websites, news channels and radio stations, including the Australian Financial Review, The Australian and the ABC. Click any of the links below to read or watch the team's investing insights.
In this article published in the Herald Sun, Andrew discusses Mr Market, the allegory created by Ben Graham.
There is a sector on the ASX whose risks include, but are far from limited to, exposure to the slowing construction-activity cycle. That sector is retail and consensus is not considering the headwinds.
In this article published in the Herald Sun, Roger talks about the impact of household debt, low interest rates and the pressure that could put on earnings for some of our biggest retailers.
In this article published by the ASX, Roger discusses how to assess Initial Public Offerings, and maximise returns.
In this article for Professional Planner, Roger places the threats to Australian retailers into three main categories.
When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects. But how strong is the correlation between director trades and share price movements? And should you buy or sell because a director has too? In this article for Cuffelinks, Tim Kelley does some research to get closer to the truth.
In this article published in The Australian, Roger discusses the imminent arrival of Amazon and the impact for Australian retailers.
In this article published in the Herald Sun, Roger discusses residential property prices across the eastern seaboard.
In this article published in the Herald Sun, Andrew builds a strong case for investing a significant share of one’s portfolio abroad.
In this article published in The Australian, Roger talks about the end of the property bubble and explains why the boom in prices has little to do with anything other than historic low interest rates.