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.

11 Aug 2018

GREAT UNWINDING BEGINS AS ‘GREATER FOOL’ DEPARTS

In this article published in The Australian, Roger discusses how property prices are now falling at their fastest rate in half a decade and how the unwinding of the prior debt-fuelled property boom is only just beginning.

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11 Aug 2018

DARRELL LEA EXPANDS PRODUCTS IN TURNAROUND TRIUMPH FOR ONCE-STRUGGLING COMPANY

Sue Lannin published an article for the ABC which mentions Roger’s view on Darrell Lea’s expansion to a broader range of products.

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09 Aug 2018

US ECONOMIC SNEEZE SPREADS MORTGAGE COLD TO AUSSIES

In this article published in the Herald Sun, Andrew discusses the current conditions for Australian investors. Mortgage rates have been increasing and the Australian dollar has been deprecating, both of these dynamics are largely out of our control.

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08 Aug 2018

WHERE TO RECHARGE A PORTFOLIO

In this article published in Money Magazine, Roger discusses the future of electric vehicles, they will definitely cause widespread disruption although will they give investors a free ride? 

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01 Aug 2018

IS OPTIMISM BIAS RUINING YOUR INVESTMENTS?

Candice Chung published an article in In The Black which mentiones Andrew’s view on optimism bias when investing.

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30 Jul 2018

CORPORATE TOADS KISSING, BUT NO PRINCES HERE

In this article for Cuffelinks Roger discusses media’s changing landscape. Will Nine’s bid for Fairfax make any difference to either organisation?

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12 Jul 2018

GLOBAL FACTORS PULLING RUG OUT FROM UNDER AUSSIE PROPERTY

In this article published in the Herald Sun, Roger discusses why we are avoiding retailers, real estate and companies with indirect exposure to consumer confidence and real estate prices.

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12 Jul 2018

DON’T BET ON A COMEBACK YET

In this article published in Money Magazine, Roger discusses the outlook for the big four banks.
 
The Montgomery Funds own shares in the Commonwealth Bank of Australia, Westpac and NAB. This article was prepared  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, Westpac or NAB you should seek financial advice.

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09 Jul 2018

HOW SHORT-SELLERS CAN HELP RETAIL INVESTORS AVOID DUD STOCKS

Mark Draper published an article in the Australian Financial Review which discusses Andrew’s four key characteristics that make a good short.

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07 Jul 2018

STILL SOME TURBULENCE AHEAD FOR QANTAS SHARES

In this article published in The Australian, Roger discusses Qantas and how their shares are trading where they were around 11 years ago.

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