Roger Montgomery

Articles written by this Author 36

Roger Montgomery is the chairman and chief investment officer of Montgomery Investment Management.

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Share Market

Has the market dislocated from reality again?

If the US printing of money was helping to finance military or economic domination it would make more sense than what the printing of money is being used for, which is to buy the bonds of, and support low interest rates for, rubbish, Triple C-rated, junk companies - Roger Montgomery writes.

Roger MontgomeryJune 18, 2020

Investment

What investors can learn from Japan

If an ageing population and increasing debt is a negative influence on interest rates, then the world may be in for an extended period of low rates - Japan offers a few clues about what we might expect.

Roger MontgomeryDecember 16, 2019

Investment

Rebalancing in an age of FOMO

Sequencing risk could be more relevant for retirees than it has been for many years, making active management and capital protection even more important.

Roger MontgomeryNovember 19, 2019

Investment

The end of this fairy tale is not happily ever after

The notion that billion dollar 'unicorn' start-ups abound has been leading investors to disappointment for a few years now. Roger Montgomery has a warning for those prone to believing fables.

Roger MontgomeryNovember 6, 2019

Investment

Where risk lives in the local market

WAAAX stocks – Wisetech, Afterpay, Altium, Appen and Xero – have attracted capital rapidly and could present the most risk to unwitting investors.

Roger MontgomeryJune 25, 2019

Investment

The tech IPO boom has turned into a tech bubble

Just because there’s more money chasing a limited number of opportunities, which inevitably drives up prices, this doesn’t change the underlying intrinsic value of a company, Roger Montgomery writes.

Roger MontgomeryApril 18, 2019

Investment

Be prepared for tech’s global reckoning

As the tide of sentiment towards big tech shifts internationally, investors in Australia’s emerging tech names should be cautious, Roger Montgomery writes.

Roger MontgomeryMarch 11, 2019

Investment

Strap in for an exciting year in markets

The volatility we are experiencing is a reflection of a very new reality, a reality that will hit home – particularly for those who paid too much for growth and high-beta small caps.

Roger MontgomeryJanuary 22, 2019

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