Archive: February, 2022

February 16, 2022

Inflation, interest rates and equities: the big question

By Roger Montgomery

In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted.

February 7, 2022

Polen Capital February 2022 Client Update

By Polen Capital

Polen Capital's Paul Williams hosts this Polen Perspective conversation with Damon Ficklin and Rob Forker to discuss topical share market events and convey the team's latest thinking recorded exclusively for Australian investors.
February 4, 2022

Accessing Montgomery’s funds through a platform

By Scott Phillips

During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on.   Now many people may be asking what a “platform” is and what do they do.


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