Investor Insights

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.

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.

In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.

AMP’s plan to be bought out has been thrown into disarray after Ares Management withdrew its takeover bid. The market has subsequently materially downgraded earnings for 2021 and 2022.

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.

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.

In this video for Livewire Chris identifies the reasons for investors to be excited in 2021 – vaccines, trillions of dollars of fiscal stimulus and low interest rates. Chris discusses not one but three stocks for the year ahead, together which hold over a trillion dollars in client assets.

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.

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.  

In this article for Firstlinks Andrew Macken analyses the broad forces he observes in the global economy today, and shares the key investment implications that are guiding the construction of the Montaka portfolios today.

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.

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...