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.

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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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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