Montgomery Investment Management

Roger Montgomery appeared on ausbiz today to discuss the complex AI landscape. He shared why transformative tech like generative AI may benefit consumers more than shareholders, with "upstream" providers like Nvidia seeing different prospects than "downstream" firms like Apple and Google. He also mentioned Amazon’s unique "midstream" role in AI. Catch the full episode here: https://bit.ly/4hsIwbt #montinvest #AI #artificialintelligence

Could AI be one of those innovations that delivers huge benefits to society, but not so to shareholders? Roger Montgomery from Montgomery Investment Management gives Sean Aylmer a very frank assessment of the AI boom. Full episode here 🎧 https://lnkd.in/gXUz-fxC #investing #AI #stocks #ETF #investors #trading Montgomery Investment Management is a supporter of Fear & Greed

In Roger Montgomery's latest article for The Australian he explores how rising interest rates, inflation, and migration are shaping the property market. 🏘️ Despite predictions of downturns, both property and equity markets have reached new highs, with no mortgage cliff in sight. Roger discusses how the economy is adapting to the new normal of higher rates and why long-term property growth remains inevitable, even as affordability challenges persist. Read here: https://bit.ly/4hjtk0u [kindly note, access to this article requires a subscription the Australian] #montinvest #property #inflation

In yesterday’s interview with ausbiz, Roger Montgomery explored the growing role of private credit as an asset class, which is projected to double to $2.8 trillion by 2028. With bonds and equities becoming more correlated, the traditional 60/40 portfolio is proving less effective. Including private credit in your portfolio can offer the potential to enhance returns, reduce volatility, and strengthen stability. Watch here: https://bit.ly/4dVolQu #montinvest #Privatecredit #Diversification

Join Roger Montgomery and Brett Craig, Director at Aura Group, for an exclusive #webinar on Tuesday, 22 October at 6:00PM AEDT. 💻   They will explore the fast-growing #privatecredit market and share insights into how the Aura Core Income Fund navigates risk while seeking to generate consistent monthly income. Don’t miss this opportunity to engage with industry experts and learn about the strategies behind one of our key funds.   Register now to secure your spot and receive a recording after the event: https://buff.ly/4h1m7Sf   Disclaimer: General Advice Only. Montgomery AFSL 354564. You should read the relevant Product Disclosure Statement (PDS) before deciding to acquire any investment products. Past performance is not a reliable indicator of future performance. Returns are not guaranteed.

Celebrating five years of the Montgomery Small Companies Fund 🥳 In 2019, we launched the Montgomery Small Companies Fund with portfolio managers, Gary Rollo and Dominic Rose. Despite navigating a volatile market period since its inception, the Fund has remained resilient and continued to deliver exceptional value to our investors. Thank you to Gary, Dominic, and our team at Montgomery for their hard work. And to our valued clients, we appreciate your trust and support. Here’s to many more years of growth, partnership, and success together. Read more here: https://bit.ly/484FXrU #montinvest #partnership #smallcaps

In Roger Montgomery's latest article for The Australian, he delves into the Australian Competition & Consumer Commission's (ACCC) accusations against Coles (ASX:COL) and Woolworths (ASX:WOW). 🛒 It’s clear these supermarkets need to prioritise integrity and transparency to regain consumer trust and protect long-term brand value. Read here: https://bit.ly/3NfnLC7 [please note, access to this article requires a subscription to The Australian] #MontInvest #BusinessEthics #Supermarkets

In today's conversation with ausbiz, I joined Juliette Saly to discuss the recent allegations against #Coles (ASX:COL) and #Woolworths (ASX:WOW) regarding their misleading discount practices. 🛒 With new #leadership at the helm, there’s an opportunity for a more sensitive and thoughtful approach to #crisismanagement. Transparency in pricing and practices will be critical for regaining consumer trust. I believe that the supermarket that recognises and changes past practices could gain significant market share and strengthen long-term brand value. Catch the full conversation here: https://bit.ly/3XSd3q3 #montinvest

We are excited to share the recording of last week's InvestmentMarkets webinar series, where Roger Montgomery shared his insights on where to #invest in 2025. 📅 We appreciate the opportunity for Roger to contribute to the discussion on investment opportunities for the coming year, and we’d like to hear your thoughts. 💻 ⏯ Watch the webinar recording here: https://bit.ly/4gLoCrT #Montinvest #Webinar #InvestmentMarkets

In this week’s video insight, Roger Montgomery and Brett Craig, Director at Aura Credit Holdings, our partner in private credit, discuss some common myths surrounding #privatecredit. They explore the evolving landscape of lending to small and medium-sized corporates in Australia, shedding light on the risks, returns, and opportunities, and take a closer look at the strategies used to mitigate risks in this growing market. #montinvest #privatecredit #investing Aura Group