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 Money Magazine, Roger discusses the technology sector. Excess profitability cannot be extended indefinitely and will always come up against an opposite force.
In this article published in the Herald Sun, Andrew discusses the new General Data Protection Regulations that will come into effect shortly. Is it possible that these will benefit Facebook and Google?The Montgomery Global Funds own shares in Facebook and Google. This article was prepared 01 May 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 Facebook or Google you should seek financial advice.
In this article published in the Herald Sun, Roger discusses how when valuations are at extremes, it doesn’t take much to trigger something serious. Do the rewards for being fully invested outweigh the risks?
In this special edition article for Cuffelinks, over 30 market experts share a mistake that made them better investors.
In this article published in The Australian, Roger discusses the speed bumps ahead for equities. There are market darlings today whose share prices will decline 50, 60, 70 and even 90 per cent in the next 12-24 months.
In this article published in The Australian, Roger discusses how the rush to invest in battery commodities ignores the basics.
In this article published in the Herald Sun, Andrew discusses online technology platforms and the impact of artificial intelligence on the future. Malicious use of artificial intelligence can cause many threats for the world.
In this article published in Money Magazine, Roger discusses Australia’s big supermarkets.
In this article for Cuffelinks Roger discusses how the recent enthusiasm for higher return (and higher risk alternatives), has begun unwinding. And the implications this will have for equities.
Lucy Dean wrote an article for nestegg on Bill Shorten’s proposal to reform dividend imputation and she discusses Roger’s view.