The Montgomery team are regularly called upon to write and comment for major newspapers and websites, news channels and radio stations, including the Australian Financial Review, The Australian and the ABC. Click any of the links below to read or watch the team's investing insights.
In this article published in the Herald Sun, Roger discusses department stores, it appears sales aren’t going to turn around soon. Is Myer cheap trading at just 66 cents, or do investors need to be cautious?
John McDuling wrote an article in The Sydney Morning Herald that discusses predictions for 2018. He mentions Andrew’s view on interest rates and fiscal stimulus.
In this article published in The Australian, Roger discusses Bitcoin. As investors, what do we do about the cryptocurrency craze?
Sally Patten wrote an article in the Australian Financial Review that discusses Roger’s view on the economy. Are we currently seeing the classic goldilocks combination?
In this article for Cuffelinks Roger discusses how businesses and industries don’t operate in vacuums, they are subject to forces beyond their control.
Jonathan Shapiro wrote an article in the Australian Financial Review that discusses Andrew Macken’s journey. Andrew found a modern day mentor at Columbia Business School in the form of Michael Mauboussin.
In this article for Super Switzer Report, Roger discusses the construction sector.
In this article published in The Australian, Roger discusses the current market and how investors have one of two choices today.
In this article published in the Herald Sun, Andrew discusses the fallacies behind fund manager fees.
In this article published in Money Magazine, Roger discusses the arrival of Amazon. Could this be an opportunity for investors and which retail companies will survive?