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 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.
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.
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?
Candice Chung published an article in In The Black which mentiones Andrew’s view on optimism bias when investing.
In this article for Cuffelinks Roger discusses media’s changing landscape. Will Nine’s bid for Fairfax make any difference to either organisation?
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.
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.
Mark Draper published an article in the Australian Financial Review which discusses Andrew’s four key characteristics that make a good short.
In this article published in The Australian, Roger discusses Qantas and how their shares are trading where they were around 11 years ago.
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.