Investor Insights

MONTGOMERY OFFERS A
SECOND INCOME STRATEGY
THROUGH A PARTNERSHIP
WITH AURA GROUP

Montgomery Investment Management is delighted to announce its
second fund in partnership with Aura Group.

Montgomery will offer the Aura Core Income Fund which aims to preserve
capital and provide stable monthly income and portfolio diversification through
exposure to a pool of Australian private debt assets predominantly made up of SME loans. 

 

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Popular & Featured

February 5, 2024

Aura Core Income Fund awarded ‘Very strong’ Investment Rating

By Scott Phillips

Private credit is increasingly capturing the attention of investors seeking regular income and capital stability, without the volatility or capital growth commonly associated with public equity or property markets. The Aura Core Income Fund, managed by our expert partner, Aura Credit Holdings, offers retail investors an opportunity to access private credit.
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February 5, 2024

Boss Energy' share price rises amidst surging uranium price

By David Buckland

The price of uranium has jumped from U. S. $20/lb. in January 2018 to U. S. $40/lb in January 2022 to U. S. $90/lb in January 2024. Boss Energy (ASX: BOE), with its strategic market position and two significant projects, is poised to capitalise on this upward trajectory.
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January 30, 2024

February 2024 reporting season calendar

By Roger Montgomery

As we delve into the February reporting season, investor focus shifts to company profits and identifies sectors and companies anticipating earnings growth. This period can be marked by volatility in share prices, contingent upon whether companies exceed or fall short of expectations.
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Learn About Investing

In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
April 16, 2024

If you don’t already own Nvidia, should you buy it?

By Roger Montgomery

After the disaster for equity markets in 2022, calendar 2023 saw investors return to rewarding robust fundamentals, but only for a very narrow band of companies. Perhaps it was the fear of further rate rises or the fear of recession, but investors concentrated their bets on only the most liquid securities, those of mega cap companies.
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March 27, 2024

Here’s why now is the time for small cap stocks

By Roger Montgomery

  2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024?   We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations.
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March 22, 2024

U.S. stocks have already jumped 10%. Where are the opportunities for 2024?

By Roger Montgomery

  Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise. Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.
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November 16, 2023

How much to retire comfortably?

By Roger Montgomery

There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider.
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Latest Insights

April 16, 2024

If you don’t already own Nvidia, should you buy it?

By Roger Montgomery

After the disaster for equity markets in 2022, calendar 2023 saw investors return to rewarding robust fundamentals, but only for a very narrow band of companies. Perhaps it was the fear of further rate rises or the fear of recession, but investors concentrated their bets on only the most liquid securities, those of mega cap companies.
Read Article
March 22, 2024

Ausbiz – Macquarie Technology (MAQ) a stock to watch

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the current favourable conditions for investing in smaller companies. Small caps have seen a commendable increase of about 4% this year, driven by a combination of disinflation and positive economic growth.
Read Article
March 19, 2024

Pilbara Minerals: the ASX' most shorted stock, yet poised for long-term success? 

By Sean Sequeira

As a low-cost and long-life spodumene producer (spodumene is a raw material used to produce lithium for batteries in your phone, e-bike and electric vehicles (EVs), Pilbara Minerals (ASX:PLS) is one of the highest quality single commodity miners on the ASX. The share price has been punished recently, with the spodumene price falling from over U. S.
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Media Clips

March 22, 2024

Ausbiz – Macquarie Technology (MAQ) a stock to watch

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the current favourable conditions for investing in smaller companies. Small caps have seen a commendable increase of about 4% this year, driven by a combination of disinflation and positive economic growth.
Read Article
March 8, 2024

Ausbiz – Roger pops the market bubble myth 

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the current state of the stock market and addressed the question of whether it is in a bubble. I noted that the typical euphoria seen in market bubbles is absent and highlighted that both the U. S.
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February 21, 2024

ABC Nightlife – Forecasts for 2024 and reporting season updates

By Roger Montgomery

In this week’s ABC Nightlife interview, I joined Phillip Clark to kick off the year and make some forecasts for 2024. We also discussed the latest news from this reporting season. You can listen to the full interview here: ABC Nightlife – Forecasts for 2024 and reporting season updates
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February 9, 2024

ABC The Business: What will reporting season tell us about the economy?

By Roger Montgomery

This week, I joined ABC’s The Business to discuss the anticipated challenges and strategies for Corporate Australia during the upcoming reporting season. Focusing on the banking sector, I particularly highlight Commonwealth Bank, underscoring the escalated competition’s effect on net interest margins, especially in the context of an uptick in distressed sales.
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WE DO.

At Montgomery, we’re independent thinkers who look past market noise to focus on the long-term prospects for companies. We don’t follow the herd. Subscribe now to receive our articles, whitepapers and insights.

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