Roger Montgomery, Author at Professional Planner

Investment

Know your zombie company: Learnings of a value investor

While some value investors who find it difficult to shake many decades of experiencing mean reversions might predict an immediate crash and an emerging crisis - and they might be right - they must also understand the same conditions also explain the concentration of money into those companies and business models that are actually winning.

Roger MontgomeryOctober 27, 2020

Share Market

Investors: Standing at the edge of the cliff

There is little doubt that the combination of support and stimulus measures has helped the economy by maintaining consumption and spending, writes Roger Montgomery. Less certain, however, is whether the current level of fiscal support will continue.

Roger MontgomeryAugust 27, 2020

Investment

Put a lid on market exuberance

Investors would be wise at this juncture to consider whether expectations of an imminent end to the pandemic – and our economic malaise – are premature, says Roger Montgomery.

Roger MontgomeryJuly 17, 2020

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