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