Investor Insights

In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using the analogy of a boat, I explain how equities can act as the engine driving growth, while credit serves as the hull that keeps you steady.

The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla), which rose by an average 111 per cent over calendar 2023, continued the strong upward trajectory, increasing a further 63 per cent, on average, over calendar 2024. In short, the average “Magnificent Seven” has turned $1. 00 into $3. 44 in two calendar years.

The Australian Financial Review (AFR) is reporting the Reserve Bank of Australia (RBA) has estimated that the Australian private credit market has grown to around $40 billion, or around 2.

In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility. But as the asset class grows, understanding the details and risk is crucial. This whitepaper explores how Aura Credit Holdings, in partnership with Montgomery Investment Management is transforming private credit through transparency and cutting-edge risk management.

With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.    Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.

Since 2022, we have predicted that small cap stocks, especially those representing innovative businesses with pricing power, would do well in an environment of disinflation and positive economic growth.   Since the end of 2022, the U. S. Russell 2000 Index of small-cap stocks has risen 36 per cent, the U. S.

One of the most frequently asked questions by investors following Trump’s election victory is: what sectors will do well? While much remains unknowable about Trump’s second term, his “promises made, promises kept” statement during his victory speech suggests not all is a mystery.

Nick Scali (ASX:NCK) released a trading update along with first half earnings guidance. Most analysts conclude that the update was a downgrade to the first-half consensus net profit after tax (NPAT); longer-term investors will look beyond the short-term effects of higher freight charges. The headline numbers are as follows: the company’s 1H25 group NPAT guidance is now $26.

There comes a point in our lives where we are exposed to the thought or process of retiring. It could come one day when we open our annual superannuation statement.

Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you.

The question, ‘my parents are cash-strapped, so why don’t they sell their house? ’ is a familiar topic of discussion among us, Gen X’ers, aged between 43 and 59 in 2024.

  In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.