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.

Money Management05 Jul 2018

MONTGOMERY’S FUM HITS $1.5BN, MAKES NEW HIRES

Oksana Patron published an article in Money Management providing an update on our funds under management and the latest additions to both our global and domestic teams.

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28 Jun 2018

China’s economic ‘aggression’ through the lens of Trump

In this article published in the Herald Sun, Andrew discusses how the ongoing break-down in the relationship between the US and China due to the trade war has been a key source of market volatility this year. 

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20 Jun 2018

HAVE TECH INVESTORS SUCKLED FOR TOO LONG?

In this article for Cuffelinks Roger discusses how many new age tech companies are managed and funded by millennials who have never experienced a recession. The companies exist, despite being unproductive and unprofitable, due to the financial teat being available for far too long.

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16 Jun 2018

IS TELSTRA ABOUT TO TURN THE CORNER?

In this article published in The Australian, Roger discusses Telstra, after a torrid first half there are signs things are improving.
 
The Montgomery Funds own shares in Telstra. This article was published 16 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 Telstra you should seek financial advice.

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14 Jun 2018

SHORTING HURT AT FIRST BUT BANK FEARS ARE NOW BEING REALISED

In this article published in the Herald Sun, Roger discusses the heavy influence that the big four banks have on the Australian market.
 
The Montgomery Funds own shares in the Commonwealth Bank of Australia and Westpac. This article was prepared 14 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 or Westpac you should seek financial advice.

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11 Jun 2018

ARE TELSTRA SHARES GOOD VALUE OR A VALUE TRAP? LOOK AT BROADBAND AND MOBILE.

Mark Draper published an article in the Australian Financial Review where he discusses Roger’s view that Telstra’s ability to cut costs is under-appreciated by the market.
 
The Montgomery Funds own shares in Telstra.  This article was prepared 11 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 Telstra you should seek financial advice.

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06 Jun 2018

CORNERSTONES CRUMBLE

In this article published in Money Magazine, Roger discusses how rising vacancies in shopping centres are a symptom of the industry’s troubles. 

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05 Jun 2018

CASH DOESN’T MEAN A CRASH

In this article published in The Australian, Roger discusses why just because we are holding large amounts of cash doesn’t mean that we think markets are about to tank.

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23 May 2018

BLUE SKIES FOR CONSUMERS, CAUTION FOR INVESTORS

In this article for Cuffelinks Roger discusses technology changes. When technology has changed the world in the past, investors didn’t always win.

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17 May 2018

BIG TECH FEARS ALSO BREED OPPORTUNITY

In this article published in the Herald Sun, Roger discusses the dangers of investing in technology-laden US indexes.

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