Investor Insights

October 23, 2020

The highs and lows of boosting returns

By Roger Montgomery

In this article for the Herald Sun Roger questions what your options are in a world where interest rates are close to zero and possibly heading lower.  If rates on your term deposit went negative and it was costing you money to keep your money in the bank, would you leave it there?  Read here.
October 23, 2020

Strength in Aussie at whim of greenback

In this article for the Herald Sun Andrew discusses the recent strength in the Aussie dollar.   Putting aside the large dip and rebound in March and April, the Aussie has continued to appreciate by about 10 per cent in the past three months against the US dollar. So what is causing this?  Read here.
October 23, 2020

Bullishness amid the doom and gloom

By Roger Montgomery

In this article for the Herald Sun Roger discusses the reasons to be bullish during this market.  With many of the bear arguments centred around a bubble in technology stocks, it’s worth beginning the bull case with those same technology stocks.  Read here.
October 23, 2020

Why the market can hear bearish growls

By Roger Montgomery

In this article for the Herald Sun Roger discusses why investors are strongly divided about whether markets are fair value or too expensive and about to collapse. Read here.  
October 21, 2020

The Aussie small-cap funds you could be missing

By Gary Rollo

Laura Dew published an article in Investment Centre discussing Australian Small Cap funds investors some investors may be un aware of. Laura mentions the Montgomery Small Companies Fund and how it has returned 48. 6 per cent for the 6 months to 30 September 2020. Read here.
October 20, 2020

Ross Greenwood’s The Money Minutes 15.10.2020

By Roger Montgomery

Roger joined Ross Greenwood on The Money Minutes to discuss where market risks lie and how savvy investors should be thinking about inflation and interest rates. With the Federal Budget set to pump billions into the economy, how have investors reacted to this news and the tax cuts noted on the agenda?
September 28, 2020

ABC Nightlife: is a recovery on the way?

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to talk about markets. Investors have plenty to consider at the moment. The global economy is experiencing a severe contraction as countries seek to contain the coronavirus. Even though the worst of this has now passed, the outlook remains highly uncertain and concerns of a second wave are apparent.
September 25, 2020

Expert tips on when to sell shares

By Roger Montgomery

In this article for Canstar Roger discusses how you know when to sell your shares.  Are you selling holdings once they have reached a certain price, or after holding them for a certain time?  Deciding when to sell shares can be just as important as picking which shares to buy. Read here.
September 18, 2020

Buy Hold Sell: 5 quality small caps winning market share

By Gary Rollo

In this episode of Livewire’s Buy Hold Sell, Gary Rollo joined Matthew Kidman and Chris Stott to discuss high-calibre small cap companies with a track record of profitability. The companies discussed include ARB, Ingenia Communities and Macquarie Telecom.  Which companies do we think are a buy?

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