Investor Insights

MONTGOMERY PARTNERS WITH POLEN CAPITAL

 

Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time.

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Popular & Featured

February 10, 2021

Is there strong growth ahead for Emerging Markets?

By David Buckland

The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched.

February 5, 2021

What to make of the Gamestop short squeeze?

By Tim Kelley

The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons.   Not the least of these has been how poorly-understood the whole episode has been.

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.
February 15, 2021

SMSF cost analysis

By Scott Phillips

The success of the Australian superannuation system, envied by most governments around the world has now grown to encompass close on $3 trillion of assets. This is broadly split between three different types of fund – Public Sector/Industry/ Corporates, Retail and Self Managed Super Funds (SMSF).

January 29, 2021

How are fees charged in a managed fund?

By Dean Curnow

A new year has been celebrated at the Montgomery office, and with the New Year we thought we would revisit one of the most frequently asked questions from prospective investors: how are fees charged in your managed funds? Whilst obvious to some, the raft of investment strategies out there and the addition of exchange traded funds (ETFs) have made the question...

January 19, 2021

Five ways to build investment portfolios amid growing inequality

By Andrew Macken

Most investors are aware that COVID-19 is accelerating economic forces such as indebtedness, low interest rates and asset price inflation. But there is perhaps less awareness of another powerful trend that COVID is also accelerating: the ‘Gilded Age’-style economic inequality that has been emerging in recent decades.

Latest Insights

February 16, 2021

Three positives from the Commonwealth Bank result

By Stuart Jackson

The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting in a better earnings result than consensus sell side forecasts.

February 12, 2021

Own the bank not a bank deposit

By Roger Montgomery

After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now should be the time to be discussing dividends.

February 10, 2021

Is there strong growth ahead for Emerging Markets?

By David Buckland

The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched.

Media Clips

February 9, 2021

Why you need to think differently about the stock market now

By Roger Montgomery

In this article for Finder X Roger discusses how to approach the stock market and the two ways that closes the loop between investing and speculating. One of them is pure speculation and the other requires a lot less effort but a little more patience. Let’s look at making a lot of money through the stock market.

February 3, 2021

ABC Nightlife – 0.1% cash rate until 2024

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss the Reserve Bank of Australia’s decision to keep the record low cash rate of 0. 1 per cent unchanged until at least 2024 and extending its bond-buying program. Will the extended quantitative easing drive share markets higher? Listen here.

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