Our Team

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management, which won the Lonsec Emerging Fund Manager of the Year award in 2016. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch. He is the author of the best-selling, value-investing guide book Value.able and has been writing his popular column about investing and markets for The Australian since 2012. Roger is an unconventional investment thinker, launching one of the earliest retail funds in Australia with a broad mandate to be able to hold large amounts of cash when perceived risks exceed implied returns.

@rjmontgomery

Latest

WEALTHWealth

Why everything points to small caps outperforming this year

The stars are aligned for small cap stocks and history suggests they are about to lift — big time.

Roger Montgomery

WealthWealth

Pouring beer with bubble froth in glass for background on front view wave curve shape

A bubble brewing? Not that I can see

Despite the strength of the US economy, there’s growing chatter a stockmarket bubble is emerging but that suggestion isn’t supported by the evidence.

Roger Montgomery

WealthWealth

A shopping trolley is seen alongside available perishable goods in a supermarket in Sydney, Sunday, 24 September, 2017.(AAP Image/Sam Mooy) NO ARCHIVING

Supermarket shares investors pay the price

The tide is turning against supermarket investments and it’s not going to improve anytime soon.

Roger Montgomery

SupermarketsWealth

(FILES) In this file photo taken on April 29, 2020 a customer wearing a face mask pushes a trolley through the shelves during purchases at a supermarket in Duesseldorf, western Germany, amid the coronavirus COVID-19 pandemic. - Inflation in Germany surged in March 2022 to a record high since reunification in 1990, official figures published on March 30, 2022 showed, as the war in Ukraine sent energy prices soaring. Consumer prices rose by 7.3 percent annually, according to the federal statistics agency Destatis, up from 5.1 percent in February. (Photo by Ina FASSBENDER / AFP)

Supermarket stocks not serving anyone very well

As supermarket stocks go nowhere, price gouging appears rife in the shopping industry – it’s no good for investors or consumers.

Roger Montgomery

WealthWealth

SYDNEY, AUSTRALIA. NCA NewsWire Photos. NOVEMBER 18TH, 2023. Shoppers flocking into the Sydney CBD as Christmas grows closer. NCA NewsWire/ Dylan Robinson

What to look for when selecting stocks

If customers will cross the road to pay for the service then you have a stock that has a future.

Roger Montgomery

WealthWealth

Mysterious fortune teller with glowing crystal ball for Cairnseye story

Here comes private credit and it’s worth a look

Peering into the year ahead, Roger Montgomery predicts we will hear a lot more about private credit which could suit older Australians, while a surge by small-caps will suit everyone.

Roger Montgomery

WealthWealth

An extreme angle of a rocket launching a probe into space. 3D illustration.

Fed’s potential rate cut pivot to fire up small caps

A signal from the US Federal Reserve that we have reached the top of the interest rate cycle should feed immediately into the small-cap sector.

Roger Montgomery

wealthWealth

WASHINGTON, DC - NOVEMBER 09: U.S. Federal Reserve Board Chairman Jerome Powell speaks during a panel discussion on âMonetary Policy Challenges in a Global Economyâ at the 24th Jacques Polak Annual Research Conference on November 8, 2023 at the IMF headquarters in Washington, DC. The IMP hosted the conference to discuss âGlobal Interdependence.â Alex Wong/Getty Images/AFP (Photo by ALEX WONG / GETTY IMAGES NORTH AMERICA / Getty Images via AFP)

What if the US Fed has got it wrong?

Some key figures in the market are openly speculating deflation could be around the corner.

Roger Montgomery

WealthWealth

16/08/2001. A plastic bucket seller walks in the rain on the street of New Delhi, India. Delhi's meteorological office has predicted more rains in the capital, as the entire western disturbances system, a low-pressure area, has not reached the country completely from northern Pakistan. (AP Photo/Manish Swarup)

The bucket list that can secure your future

Difficult markets and sustained inflation require a whole new approach for the active investor so it’s time to look at the Evensky method.

Roger Montgomery

WealthWealth

A businessman uses a pin to pop a stock market bubble.

Why the ASX 200 has stalled and how to kickstart it

A torpor has descended on the market’s blue chip index and it’s not going to change until top companies start investing and stop distributing.

Roger Montgomery

Original URL: https://www.theaustralian.com.au/author/roger-montgomery/page/4