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.

Your Money17 Jan 2019

HOW WILL THE AGED CARE ROYAL COMMISSION IMPACT THE MARKET?

Kylie Purcell published an article in Your Money which takes a look at the Royal Commission into aged care which is due to begin shortly. Kylie mentions Roger’s view that the real problem for investors is the lack of clarity around what regulation will come out of the commission.

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11 Jan 2019

SHOCK APPLE DOWNGRADE WORRIES GLOBAL INVESTORS

Jonathan Shapiro wrote an article for the Australian Financial Review which discusses Apple’s revenue downgrade and mentions Andrew’s

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11 Jan 2019

STANDARD VARIABLE RATES TIPPED TO FALL IN 2019

Stephanie Aikins published an article in Nestegg which discusses APRA’s changes to the cap on new mortgages. Stephanie mentions Stuart’s view that APRA’s decision to lift the 30 per cent cap on the issuing of new interest-only mortgages could see lenders reduce their interest-only and investment property standard variable rates.

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09 Jan 2019

WHY THE ECONOMIC PICTURE LOOKS TROUBLING AFTER YEARS OF GOOD TIMES

Rod Myer published an article in The New Daily which takes a look at the outlook for 2019. Rod mentions David’s view on the potential reasons for a further economic slowdown and no increase in wages. 

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09 Jan 2019

SUMMER SERIES GUEST EDITOR, TIM KEEGAN

Cuffelinks’ guest editor Tim Keegan takes a look back at five favourite articles including one that Roger wrote in 2015 which identifies how to think rationally about shares.

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04 Jan 2019

7 QUESTIONS WITH ROGER MONTGOMERY

In this exclusive piece for Livewire Roger discusses his take on several issues in the market. Including where he is deploying cash after the recent sell off, which sectors and stocks are likely to be worst affected by the housing correction, and why he’s changed his view on Telstra.

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20 Dec 2018

WHAT TWO INVESTING INSIGHTS WOULD YOU GIVE YOUR 20-YEAR-OLD SELF?

In this special piece for Cuffelinks’ 200th edition, I share my top two investing insights I would give my 20-year-old self. 

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20 Dec 2018

THE BEST BUSINESS BOOKS OF 2018, ACCORDING TO INVESTORS

Bo Seo published an article in the Australian Financial Review which shares a list of the top business books, my selection was Mastering the Market Cycle: Getting the Odds on Your Side by Howard Marks. 

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15 Dec 2018

TRUE RETAIL BARGAINS MAY BE SOME WAY OFF STILL

In this article published in The Australian, Roger takes a look at the retail sector, a quick scan reveals both tough times and the possibility of value. We believe true value for retail stocks remains below current prices. Of course, further falls, if they emerge, could produce bargains, and investors would be wise to look well ahead.

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12 Dec 2018

TV – THE END OF THE WORLD AS WE KNOW IT?

When a technology advances, bringing down prices, it opens new markets. The S&P500 Media & Entertainment index recently slid 15% from its all-time highs. In this article for Cuffelinks Roger discusses the traits that investors need to be aware of to ensure the don’t fall for a potential value trap.

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