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.
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.
Jonathan Shapiro wrote an article for the Australian Financial Review which discusses Apple’s revenue downgrade and mentions Andrew’s
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.
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.
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.
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.
In this special piece for Cuffelinks’ 200th edition, I share my top two investing insights I would give my 20-year-old self.
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.
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.
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.