Investor Insights

March 5, 2021

Montgomery IM partners with Polen Capital

By Roger Montgomery

Oksana Patron published an article in Money Management discussing the launch of two Polen Capital Funds in partnership with Montgomery Investment Management. Montgomery entered into this partnership after extensive due diligence and have been particularly impressed by Polen Capital’s investment performance, employee-owned culture and commitment to making ESG analysis a fully integrated part of its investment process. Read here.
March 5, 2021

Montgomery launches two global strategies

By Roger Montgomery

Karren Vergara published an article in Financial Standard discussing Montgomery’s partnership with Polen Capital and the upcoming launch of two of Polen Capital’s growth strategies for local clients. Read here.
February 9, 2021

Why you need to think differently about the stock market now

By Roger Montgomery

In this article for Finder X Roger discusses how to approach the stock market and the two ways that closes the loop between investing and speculating. One of them is pure speculation and the other requires a lot less effort but a little more patience. Let’s look at making a lot of money through the stock market.
February 3, 2021

ABC Nightlife – 0.1% cash rate until 2024

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss the Reserve Bank of Australia’s decision to keep the record low cash rate of 0. 1 per cent unchanged until at least 2024 and extending its bond-buying program. Will the extended quantitative easing drive share markets higher? Listen here.
January 21, 2021

6 common investing mistakes and how to avoid them

By Roger Montgomery

In this article Livewire shares six common investing mistakes. Cheap brokerage, low interest rates and government handouts drove a record number of new investors to the stock market in 2020. According to a report from ASIC, 140,231 new investors made their first direct share purchases between 24 February and 3 April last year.
January 19, 2021

20 experts share their top money tip

By Roger Montgomery

In this article for Canstar 20 experts share one money lesson they think everyone should know.   I have shared mine: As soon as you have been paid, pay yourself first and then invest it immediately so that it starts working for you.  You can read what everyone else would say here.  
January 14, 2021

The most-tipped small caps for 2021

By Gary Rollo

Each year Livewire Markets readers tip their favourite small cap stocks. In 2019 the top 10 tipped small-cap stocks gained 43 per cent for the year, while 2020 lifted 6. 8 per cent. Nearly 5,200 Livewire readers made submissions for this year’s top ten.
December 4, 2020

The stock Chris Demasi is quietly excited about

By Christopher Demasi

In this article for the Australian Financial Review, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited, impacts from the US election and  about to where you can find a good pasta in Sydney! Did you adjust your position in SAP after the third-quarter result? What did you make of the market reaction? SAP...


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