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.
Rod Myer published an article in The New Daily which discuss Westpac’s decision to retain its advice business and draws on Roger’s views.
Melissa Yeo published an article in The Australian which identifies gains in the downside for investors, drawing on Chris’ short thesis for Campbell Soup.
In this article published in the Herald Sun, Roger discuss the Australian property market. On the demand side buyers are fewer and have less money, and on the supply side more owners are being forced to consider selling.
Rebecca Jones and Abhishek Vishnoi published an article in Yahoo Finance which discusses 15 stocks highlighted at the Sohn Hearts & Minds Australia conference. They mention Chris’ view on shorting Campbell Soup and owning Airbus.
In this article published in Money Magazine, Roger discusses financial technology companies including IRESS, Praemium and Bravura Solutions. Funds have recently moved away from the platforms owned by the large financial institutions into products offered by the new breed of fintech companies
Roger Montgomery wrote an article for The Australian Jewish News which provides assistance on how to navigate the minefield of investment advice in Australia. Diversification and time are also important aspects.
Rask Media published an article discussing After Touch Pay’s recent share price fall, taking note of Roger’s views that falling consumer confidence could have an impact on many companies exposed to consumer discretionary sending.
John Kavanagh published an article for shedconnect which discusses the ETF market. It has grown strongly over the past few years although has always had its sceptics. John mentions Roger’s most recent whitepaper discussing ETFs as a transmission mechanism for a tech stock bubble.
Damon Kitney published an article in The Australian where he interviewed Christopher Demasi to discuss the Montaka funds and the process behind the strategy.
Nicholas Grove published an article in Money Management which discusses excerpts from Roger’s latest whitepaper. Markets are currently at a fork in the road where investors may want to reconsider their strategies.