Investor Insights

MONTGOMERY OFFERS A
SECOND INCOME STRATEGY
THROUGH A PARTNERSHIP
WITH AURA GROUP

Montgomery Investment Management is delighted to announce its
second fund in partnership with Aura Group.

Montgomery will offer the Aura Core Income Fund which aims to preserve
capital and provide stable monthly income and portfolio diversification through
exposure to a pool of Australian private debt assets predominantly made up of SME loans. 

 

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Popular & Featured

April 23, 2024

Why we think Hub24 is a quality growing company

By Michael Gollagher

The Australian superannuation system is often seen as one of the envies of the world. With assets totalling $3. 7 trillion, our system is the fourth largest in the world and grew by 10 per cent over 2023 from a combination of contributions made to superannuation and underlying investment performance.
March 19, 2024

Pilbara Minerals: the ASX' most shorted stock, yet poised for long-term success? 

By Sean Sequeira

As a low-cost and long-life spodumene producer (spodumene is a raw material used to produce lithium for batteries in your phone, e-bike and electric vehicles (EVs), Pilbara Minerals (ASX:PLS) is one of the highest quality single commodity miners on the ASX. The share price has been punished recently, with the spodumene price falling from over U. S.
March 7, 2024

Interest rates, the best it gets. It' time to deploy cash

By Roger Montgomery

In the ever-changing landscape of financial markets, 2023 defied expectations, with highly anticipated recessions in Australia and the U. S. failing to materialise. But the macroeconomic insights of Gavekal Research, from all the way back to 1978 – that innovative growth stocks with pricing power do well amid disinflation and positive economic growth –, has proven consistently prescient.

Learn About Investing

In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
March 27, 2024

Here’s why now is the time for small cap stocks

By Roger Montgomery

  2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024?  We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations.
March 22, 2024

U.S. stocks have already jumped 10%. Where are the opportunities for 2024?

By Roger Montgomery

  Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise. Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.
November 16, 2023

How much to retire comfortably?

By Roger Montgomery

There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider.
November 9, 2023

Dividends do not make a good company – Part 2

By Roger Montgomery

With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business, the second is allocating capital. Some might be able to run a business, but many managers are incompetent at allocating capital.

Latest Insights

May 21, 2024

House prices not getting cheaper anytime soon 

By Roger Montgomery

For almost a decade, I have described Australian residential property owners as a “protected species”; Whether we look at the banks, the banking system in its entirety, regulators, including the Australia Prudential Regulation Authority (APRA), the government and even individual politicians – many of whom own multiple residential investment properties – nobody wants to see property prices fall.
May 7, 2024

Non-bank business lending and household spending

By Natalie Kolenda

Recent data from the Reserve Bank of Australia (RBA) on the Australian non-bank financing sector alluded to the fact that businesses are continuing to turn to non-bank providers for funding. As evidenced in the graph below, the non-bank share of business credit is trending upwards.

Media Clips

May 23, 2024

Equity Mates: Buy or sell

By Roger Montgomery

I had the pleasure of joining Adam Keily on the ‘Equity Mates’ podcast, where we had a great discussion about ten noteworthy stocks that are currently catching my eye. These picks span across a variety of sectors, domestic and global and include both small caps and larger companies.
May 22, 2024

Fear and greed: How do they afford that?

By Roger Montgomery

I had the pleasure of joining Canna Campbell and Michael Thompson on the Fear and Greed podcast. In this episode, we present the ultimate beginner’s guide to buying shares. We explore essential topics such as adopting an investor’s mindset, sourcing quality investing information, and identifying companies with value and growth potential.
May 8, 2024

ABC Nightlife – EV sales downturn

By Roger Montgomery

In last night’s ABC Nightlife interview, I joined Philip Clark to discuss the shifting landscape of the electric vehicle (EV) industry. We covered the significant drop in EV sales across Europe and debated the future sustainability of growth and market potential. Listen to the full conversation here: ABC Nightlife – ABC Nightlife – EV sales downturn.
May 2, 2024

FEAR AND GREED: Busting five myths of private credit

By Roger Montgomery

In this episode of the Fear and Greed Podcast, Sean Aylmer and I discuss the evolving landscape of private credit and its emergence as a viable investment class. I explain how private credit operates outside the traditional banking system and has gained traction due to changes in banking regulations post-GFC.

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WE DO.

At Montgomery, we’re independent thinkers who look past market noise to focus on the long-term prospects for companies. We don’t follow the herd. Subscribe now to receive our articles, whitepapers and insights.

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