Investor Insights

August 16, 2021

Why REA could be a better way to invest in property

By Roger Montgomery

According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment in property less appealing than it once was. But there are other ways to profit from Australia’s obsession with property.
Read Article
August 10, 2021

Regulatory crackdown on the education sector and China related stocks

By Roger Montgomery

I am a big fan of the team at Polen having invested at the Australian inception of the Polen Capital Global Growth Fund. When the Chinese government articulated its love-hate relationship with the computer gaming industry and announced a crackdown on kids gaming it came as some relief to hear the Polen Capital team had made portfolio changes. 

Read Article
August 9, 2021

What can we expect from inflation?

By Roger Montgomery

It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s consistently wrong. The message, as we’ve discussed here at the blog throughout the year, is that inflation is transitory.
Read Article
August 6, 2021

Talk Ya Book – Pentanet’s cloud gaming plans

By Gary Rollo

Gary Rollo joined Chris Judd on Talk Ya Book to discuss a microcap pick in the telco and e-sports space, Pentanet (ASX: 5GG). Pentanet is a Perth based high-speed internet provider although our investment thesis is based on their volume growth opportunity in cloud gaming.
Read Article
August 5, 2021

Two stocks we like in the lithium and copper space

By David Buckland

  In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the significant tailwind of decarbonisation and the ramifications for Lithium and Copper.
Read Article
July 30, 2021

Are we about to see a profit and dividend bonanza?

We are about to enter reporting season, when most of our listed companies report their results for the prior financial year. With stock market indices at all-time highs, it looks like the market is expecting many of our larger companies to come out with solid earnings and dividend announcements.
Read Article
July 29, 2021

What should we expect from reporting season 2021?

By Roger Montgomery

Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation is the lack of downgrades during confession season. In that regard this reporting season is a bit of unusual one – we’ve never really had so much information going in.
Read Article
July 21, 2021

Polen Capital – a nice start

By David Buckland

Effective March 2021, Montgomery Investment Management became the distribution partner for Polen Capital in Australia and New Zealand. Polen Capital commenced operations in 1979, and the US$70 billion business is 71 per cent owned by its employees, who in turn have 100 per cent of the company’s voting rights.
Read Article
July 19, 2021

Where to invest in the battery metals boom

By Roger Montgomery

With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better time to be a lithium miner. Fortunately, Australia has a number of quality mining businesses for investors to consider.

Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income