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
Roger Montgomery
Roger Montgomery is the chairman and chief investment officer of Montgomery Investment Management.
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
Cash
Cash might be king in 2019
Higher rates of volatility can be expected in 2019, given the picture forming in the bond market.
Roger MontgomeryDecember 20, 2018
Investment
The hunt post Red October
Passive indices may need to sell down stocks even further if retail investors panic but serious investors need to be on the lookout for opportunities now.
Roger MontgomeryNovember 26, 2018
Investment
Property looks the catalyst for a rout
Talk of the impact further falls in the property market will have on investor portfolios, and markets more broadly, keeps getting louder.
Roger MontgomerySeptember 18, 2018
Investment
Property investors need to think globally
Domestic property investors, and those in retail and property-related stocks, should be aware of these several influences likely to affect domestic returns, Roger Montgomery writes.
Roger MontgomerySeptember 5, 2018
Investment
Familiar voices are alarmed
The IMF, Bridgewater and Warren Buffett all have something to say about asset prices in technology, real estate and listed equities at the moment. Perhaps we should listen.
Roger MontgomeryJuly 18, 2018
Investment
Big tech’s reckoning
While debt is cheap, nobody cares about the bad news. But it won't be long before the public markets deal deal tech companies the tough love central banks have not.
Roger MontgomeryJune 14, 2018