In this week’s video insight I discuss the incredible rally in stock markets, led by the US, since March. The US S&P500 index’s price to earnings multiple is now the highest since 2000, the multiple to book value is the highest since 2001 and the market’s multiple of sales is close to all-time highs. Does the quality of the top five US companies justify their current prices? | Roger Montgomery
3:57
In this week’s video insight I discuss the incredible rally in stoc…
817 viewsSep 3, 2020
FacebookRoger Montgomery
What are some threats to investing? | Roger Montgomery
5:10
What are some threats to investing? | Roger Montgomery
260.8K viewsJun 4, 2016
FacebookRoger Montgomery
When valuing the prospects of a company, it is not only important to assess the size of its earnings growth opportunity, but it is equally important to assess the quality of its growth. A good place to start is differentiating between the value of organic versus acquisition driven earnings growth strategies. In this video Stuart discusses the two types of growth. | Roger Montgomery
4:02
When valuing the prospects of a company, it is not only important t…
413 viewsJun 22, 2021
FacebookRoger Montgomery
In this week’s video insight Andrew discusses one of the most important aspects of active funds management – the ability to change exposures in our portfolios. We are selling stocks when markets are rising and then buying stocks when prices are falling like they were in December. Is it as simple as it seems? | Roger Montgomery
3:48
In this week’s video insight Andrew discusses one of the most import…
1.7K viewsFeb 12, 2019
FacebookRoger Montgomery
ROGER MONTGOMERY
ROGER MONTGOMERY
Aug 9, 2012
rogermontgomery.com
In our latest video insight, Roger Montgomery discusses the impact of the recent RBA interest rate cut on self-funded retirees and traditional income investments. While lower rates may stimulate economic activity, they present challenges for those relying on cash and term deposits to preserve purchasing power. One alternative asset class gaining traction is private credit, offering the potential for higher yields, diversification benefits, and inflation protection. See if private credit could be
4:57
In our latest video insight, Roger Montgomery discusses the impac…
124 viewsMar 2, 2025
FacebookRoger Montgomery
When you look to invest in a new company, what measures do you apply to making the decision to buy? George discusses the Montgomery Global team’s approach to investing and the differences between speculating and investing. | Roger Montgomery
3:29
When you look to invest in a new company, what measures do you …
1.5K viewsOct 29, 2017
FacebookRoger Montgomery
5:20
In this video insight we explain the recent period of under performanc…
1.8K viewsFeb 6, 2017
FacebookRoger Montgomery
5:38
In this week’s video insight, I dive into the growing interest in privat…
124 viewsSep 8, 2024
FacebookRoger Montgomery
7:56
In this week’s video insight Roger discusses why fund managers ma…
2.6K viewsJun 20, 2017
FacebookRoger Montgomery
5:01
The Montgomery Fund’s goal is to outperform the broader market ov…
1.1K viewsSep 5, 2018
FacebookRoger Montgomery
2:28
Chris discusses the track record of the Montgomery Global Fund, sinc…
1.2K viewsDec 5, 2017
FacebookRoger Montgomery
4:01
In this video Andrew shares a summary of Montaka’s fourth quar…
677 viewsJan 17, 2020
FacebookRoger Montgomery
5:29
In this week’s video insight David discusses the 2017 financial year i…
1.5K viewsJul 18, 2017
FacebookRoger Montgomery
15:08
Why does inflation make stock prices fall? Inflation, short term int…
1.3K viewsFeb 15, 2022
FacebookRoger Montgomery
3:49
The Montgomery Small Companies Fund has outperformed its bench…
4.2K viewsNov 4, 2020
FacebookRoger Montgomery
11:12
During this recent market pullback The Montgomery Fund has not be…
351 viewsMar 15, 2022
FacebookRoger Montgomery
2:48
In this video insight, I discuss the latest updates from Australia’s rep…
154 viewsFeb 22, 2025
FacebookRoger Montgomery
4:21
In this week’s video insight, David Buckland, CEO of Montgomery Inv…
109 viewsOct 17, 2023
FacebookRoger Montgomery
5:35
I sat down with Juliette Saly on Ausbiz to talk through America’s …
381 views7 months ago
FacebookRoger Montgomery
4:55
In this week’s video insight, I take a deep dive into the current econom…
170 viewsMar 20, 2024
FacebookRoger Montgomery
4:23
Last week Steadfast (ASX:SDF) share price went up 6% to $2.73, w…
2.1K viewsAug 7, 2017
FacebookRoger Montgomery
4:34
Predicting market direction is very hard to do. Where are the markets …
1.9K viewsMay 20, 2018
FacebookRoger Montgomery
5:41
Bonds are flashing red! In this week’s video insight I discuss wh…
353 views10 months ago
FacebookRoger Montgomery
3:11
With the media pumping out negative headlines one after the ot…
2.6K viewsNov 13, 2018
FacebookRoger Montgomery
1:09
AI and other breakthrough tech innovations are exciting, but are t…
149 viewsMar 1, 2025
FacebookRoger Montgomery
4:14
In this week's video insight Gary Rollo joined David Buckland to div…
679 viewsSep 6, 2023
FacebookRoger Montgomery
3:10
Pro Medicus, one of the best performers of the ASX300 over th…
608 viewsApr 16, 2019
FacebookRoger Montgomery
3:28
Readers will know we have held high cash levels in The Montgome…
2.3K viewsNov 5, 2018
FacebookRoger Montgomery
2:39
Commodity prices have soared to highest levels since 2008 due to th…
2.9K viewsMar 9, 2022
FacebookRoger Montgomery
See more videos
Static thumbnail place holder