I was recently asked by a client what the long-term expectations were for various asset classes offered by Montgomery.

The past year has seen a distinct switch in investor focus from growth to yield. The irony, of course, is that many so-called ‘dividend stocks’ can be long-term wealth killers.  And that’s why we prefer quality businesses – like CSL – which can grow both their market value, and their dividends, over time.

  In this week’s video insight David delves deeper into the behavioural science of investment markets.   The global economic environment, according to the consensus, will deteriorate as 2023 progresses, but with that said risk is not necessarily inherent in an investment; it is always relative to the price paid.