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, Roger explains why it is a cyclical business for retailers of household appliances and furniture. He also discusses the threat of Amazon.
In this article for Cuffelinks, Roger considers the cyclical headwinds that may challenge the widely-held view that banks are the place to invest.
In this article published in the Herald Sun, Andrew Macken explains that despite the challenges and unpredictability, in the long run it is best to be invested in equities.
Jamie Williamson wrote an article in the Financial Standard about Montgomery's recent Whitepaper that warns investors in property and stocks of the looming threat of inferior returns.
Professional Planner published an article announcing that Zenith Investment Partners has initiated coverage of the Montgomery global range of funds and awarded each a ‘Recommended’ rating.
In this article for Cuffelinks, Roger discusses quantitative easing and why long bond rates cannot stay low forever.
In this article published in The Australian, Roger discusses bond rates, interest rates and debt in Australia.
In this article published in The Australian, Roger discusses elevated valuations and Healthscope’s share price.
In this column published in the Herald Sun, Roger calls a short sell on Australian residential apartments.
In this article published in The Australian, Roger discusses the downturn in Perth and four signs that point towards a financial crisis