Archive: September, 2019

September 27, 2019

It pays to pick the right industry

Peter Lynch, the legendary investor, once quipped that it’s best to invest in businesses that any idiot could run, because sooner or later one will. This begs the question of what drives the economic returns of businesses: is it the competitive forces of that industry or the skill of management? It’s likely a combination of both.
September 24, 2019

What if interest rates don’t go to zero?

By Roger Montgomery

When it comes to investing, it can often pay dividends to zag when everyone else is zigging.   And that’s equally so when it comes to interest rates. At a time when everyone is assuming that rates will go to zero – and possibly beyond – it may be worth stepping back and pondering… what if they don’t?
September 19, 2019

Can you boost returns by using the momentum effect?

One of the better-known market anomalies is the momentum effect. This describes the tendency for stocks that have recently performed well to have a better-than-average chance of continuing to rise. Can investors can profit from the momentum effect by staying with a trend until it stops?
September 12, 2019

How to navigate this confusing market

Andrew Macken joined Tom Piotrowski at CommSec on the Executive Series to discuss the outlook for global markets. With a wide range of possible outcomes for many global scenarios there are some key themes which you should be aware of. Watch here.
September 6, 2019

Five things to know about our new small companies fund

By Scott Phillips

If you’re looking for growth, then a good place to find it is among the smaller companies universe. That’s why Montgomery has decided to launch a new small companies fund focused on businesses outside the ASX100. This article is designed to share some information for would-be investors.

September 5, 2019

Holding for the long-term

“Our favorite stock holding period is forever” Warren Buffett once mused. On the surface this might sound at odds with the adage of buy low and sell high, given the absence of any selling. It’s worth exploring what Buffett meant, and the circumstances in which it might make sense to follow this piece of advice.

September 2, 2019

What does life cycle investing mean?

By Dominic Rose

The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from just a few million dollars in market value to multiple billions. How do we profit from companies as they grow?


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