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.

12 Oct 2018

COOL ON SCHOOL: NAVITAS BID FAILS TO EXCITE INVESTORS

Robert Bolton wrote an article in the Australian Financial Review which discusses the Navitas takeover, after rejecting a $2 billion bid from a consortium led by private equity firm BGH Capital.

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04 Oct 2018

RISING COSTS AND WEAKENING DEMAND SQUEEZE RETAILERS

In this article published in the Herald Sun, Andrew discusses why things are about to get more challenging for brick-and-mortar retail. There are increasing costs, slowing demand and new distribution models. Are you exposed to any retail investments?

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02 Oct 2018

WHY WARREN BUFFETT LIKES APPLE

Mark Draper published an article in the Australian Financial Review which discusses Apple, Buffet owns around 5 per cent of Apple in Berkshire Hathaway so what’s behind the investment case? Mark also notes that you can own Apple through our global funds including the Montgomery Global Fund and our listed Montgomery Global Equities Fund (ASX:MOGL). 

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28 Sep 2018

THREE AUSSIE STOCKS THAT PASS THE BUFFETT PROCESS

The investing process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. This exclusive article for Livewire identifies three Aussie stocks that pass Buffett’s four step process.

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22 Sep 2018

BUYER BEWARE: HIGH VALUATIONS BASED ON UNREALISTIC GROWTH HOPES

In this article published in The Australian, Roger discusses some companies whose share prices have rallied on the back of hopes of global domination. 

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18 Sep 2018

CALL THAT DISRUPTION? INVESTORS ARE FORGETTING

In this article for Cuffelinks Roger discusses Tesla and Afterpay, investors in these companies seem to have missed something. What is it?

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12 Sep 2018

SOFTER FURNISHINGS

In this article published in Money Magazine, Roger discusses how falling house prices and tighter lending take a toll on retail.

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10 Sep 2018

ANOTHER AUSSIE GLOBAL SHARE SPECIALIST TIPS HAT IN NZ RING

An article published in Investment News New Zealand discusses our Global strategies and their aim for downside protection. 

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10 Sep 2018

ERUPTING TRADE STORM RATTLES GLOBAL MARKETS

Vesna Poljak wrote an article in the Australian Financial Review which mentions Andrew’s views on the US and China trade war. How much is it impacting global markets?

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08 Sep 2018

RESULTS SEASON 2018 – THAT’S AS GOOD AS IT GETS FOLKS

In this article published in The Australian, Roger discusses the August 2018 reporting season. This year’s reporting season offered some useful insights, find out more

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