Investor Insights

March 26, 2021

Generation Z to feel heat of a ‘lower-return world’

By Roger Montgomery

Clancy Yeates published an article in Brisbane Times discussing how we are now living in a “low-return world” and comments on Roger’s view that there are still opportunities for better returns in specific sectors of the sharemarket, such as stocks than are likely to benefit from the re-opening of international borders, or some data-centre operators.

March 23, 2021

Montgomery goes for growth

By Roger Montgomery

Inside Investor published an article which discusses Montgomery’s partnership with Polen Captial to bring its high-conviction strategies to retail investors. Polen’s philosophy has many overlaps with Montgomery, including that they both focus on seeking a ‘margin of safety’ from every investment they make as well as thinking like business owners, rather than index managers or asset gatherers. 

March 10, 2021

ABC Nightlife – Style rotation in markets

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to talk about recent stock market activity, with the tech names down, responding negatively to rising bond yields. One of the largest market rotations over the past 20 years is upon us. Growth stocks outperformed at the beginning of the year, driven by record low interest rates and the pandemic-induced shift online. Now, as the vaccine rollout gatherers steam, value is back in focus and those stocks that struggled are clawing back gains. 

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.

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. 

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.  

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