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 Australian, Roger discusses how recent falls in stocks around the world may have tempted many investors to dive in and grab a bargain. Although do you understand where value actually sits?
Chris was previewed by the Hearts & Minds LIC (HM1). He articulates the investment thesis on Airbus which he pitched as a long idea at the Sohn Hearts & Minds conference in November last year and was selected by the HM1 Investment Committee as an investment in the LIC.
In this article published in the Herald Sun, Roger discusses the modern retail sector. The question for investors is not whether an item will be available online it is how much of the retail dollar will migrate online and how much will brick and mortar operators be disrupted?
Stephanie Aikins published an article in Nestegg which discusses why investors have been encouraged to increase allocations of cash. Stephanie draws on Roger’s comments that as interest rates rise, asset values fall, and that applies to all assets – businesses, shares, property, land, everything that produces income.
In this article for Money Magazine Roger discusses our definition of quality companies and shares four companies we believe are high quality and should be on any investor’s radar.
Alex Cowie published an article for Livewire which identifies the 10 most tipped stocks for 2019. Topping the list was CSL, although does Roger think it is a buy?
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.
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.