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

December 4, 2024

Higher returns and lower risk? Yes, it’s possible with private credit

By Roger Montgomery

In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility. But as the asset class grows, understanding the details and risk is crucial. This whitepaper explores how Aura Credit Holdings, in partnership with Montgomery Investment Management is transforming private credit through transparency and cutting-edge risk management.
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November 20, 2024

Compelling reasons to add private credit to your portfolio today 

By Roger Montgomery

With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.    Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.
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November 12, 2024

The Trump effect on small cap stocks 

By Roger Montgomery

Since 2022, we have predicted that small cap stocks, especially those representing innovative businesses with pricing power, would do well in an environment of disinflation and positive economic growth.   Since the end of 2022, the U. S. Russell 2000 Index of small-cap stocks has risen 36 per cent, the U. S.
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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.
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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November 9, 2023

Dividends do not make a good company – Part 2

By Roger Montgomery

With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business, the second is allocating capital. Some might be able to run a business, but many managers are incompetent at allocating capital.
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Media Clips

January 9, 2025

Ausbiz – outlook for 2025

By David Buckland

I appeared on Ausbiz to review 2024 and talk about the outlook for 2025. Will the Magnificent Seven tech stocks continue their upward climb in 2025? Rising U. S. bond yields could potentially impact some of the share price returns of tech stocks in the U. S. market.
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January 8, 2025

Fear + Greed: is the market overvalued?

By Roger Montgomery

Last year, the S&P/ASX 200 Index, along with many of its largest companies, reached multiple record highs. This raises the question – is the market now overvalued? And if so, is a correction imminent? I joined Sean Aylmer on the Fear + Greed podcast to explore these questions.
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January 7, 2025

What matters for 2025 and beyond

By Roger Montgomery

In this Livewire article, I highlight key factors for investors to watch in 2025. The rise in tech stocks, including the Magnificent Seven, is driven by share price momentum fuelled by disinflation and economic growth, rather than strong fundamentals.
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January 6, 2025

Fear + Greed: Investing in an AI world

By Roger Montgomery

I joined Sean Aylmer on the Fear + Greed podcast to discuss one of the current key themes for markets – artificial intelligence (AI). AI is shaping the world and transforming industries including healthcare and transportation but there are always winners and losers. So which companies are thriving and which are most at risk?
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Latest Insights

January 2, 2025

Farewell 2024, hello 2025

By David Buckland

The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla), which rose by an average 111 per cent over calendar 2023, continued the strong upward trajectory, increasing a further 63 per cent, on average, over calendar 2024. In short, the average “Magnificent Seven” has turned $1. 00 into $3. 44 in two calendar years.
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December 4, 2024

Higher returns and lower risk? Yes, it’s possible with private credit

By Roger Montgomery

In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility. But as the asset class grows, understanding the details and risk is crucial. This whitepaper explores how Aura Credit Holdings, in partnership with Montgomery Investment Management is transforming private credit through transparency and cutting-edge risk management.
Read Article
November 20, 2024

Compelling reasons to add private credit to your portfolio today 

By Roger Montgomery

With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.    Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.
Read Article
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THINK FOR YOURSELF.
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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