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 ReviewThe Australian and the ABC. Click any of the links below to read or watch the team's investing insights.

16 Jun 2018

IS TELSTRA ABOUT TO TURN THE CORNER?

In this article published in The Australian, Roger discusses Telstra, after a torrid first half there are signs things are improving.
 
The Montgomery Funds own shares in Telstra. This article was published 16 June 2018 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Telstra you should seek financial advice.

Read this article >

14 Jun 2018

SHORTING HURT AT FIRST BUT BANK FEARS ARE NOW BEING REALISED

In this article published in the Herald Sun, Roger discusses the heavy influence that the big four banks have on the Australian market.
 
The Montgomery Funds own shares in the Commonwealth Bank of Australia and Westpac. This article was prepared 14 June 2018 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade the Commonwealth Bank of Australia or Westpac you should seek financial advice.

Read this article >

11 Jun 2018

ARE TELSTRA SHARES GOOD VALUE OR A VALUE TRAP? LOOK AT BROADBAND AND MOBILE.

Mark Draper published an article in the Australian Financial Review where he discusses Roger’s view that Telstra’s ability to cut costs is under-appreciated by the market.
 
The Montgomery Funds own shares in Telstra.  This article was prepared 11 June 2018 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Telstra you should seek financial advice.

Read this article >

06 Jun 2018

CORNERSTONES CRUMBLE

In this article published in Money Magazine, Roger discusses how rising vacancies in shopping centres are a symptom of the industry’s troubles. 

Read this article >

05 Jun 2018

CASH DOESN’T MEAN A CRASH

In this article published in The Australian, Roger discusses why just because we are holding large amounts of cash doesn’t mean that we think markets are about to tank.

Read this article >

23 May 2018

BLUE SKIES FOR CONSUMERS, CAUTION FOR INVESTORS

In this article for Cuffelinks Roger discusses technology changes. When technology has changed the world in the past, investors didn’t always win.

Read this article >

17 May 2018

BIG TECH FEARS ALSO BREED OPPORTUNITY

In this article published in the Herald Sun, Roger discusses the dangers of investing in technology-laden US indexes.

Read this article >

12 May 2018

FACEBOOK MAKES THINGS BETTER, BUT THERE’S A CATCH

In this article published in The Australian, Roger discusses upcoming regulatory changes that could change the landscape for investors.

Read this article >

11 May 2018

TOWARDS THE PAIN THRESHOLD

In this article published in Money Magazine, Roger discusses the technology sector. Excess profitability cannot be extended indefinitely and will always come up against an opposite force.

Read this article >

03 May 2018

EUROPE’S DATA CRACKDOWN WON’T HARM WEB GIANTS

In this article published in the Herald Sun, Andrew discusses the new General Data Protection Regulations that will come into effect shortly. Is it possible that these will benefit Facebook and Google?The Montgomery Global Funds own shares in Facebook and Google.  This article was prepared 01 May 2018 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Facebook or Google you should seek financial advice.

Read this article >

Pages