MONTGOMERY INVESTMENT MANAGEMENT

Funds management

The investment team of Australian Eagle Asset Management will join Montgomery Investment Management in September under a sub-investment manager partnership....

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Funds management

Easier methods to invest, including apps with low brokerage, have caused volatility in the markets from millennials new to investing, according to fund managers....

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Funds management

Chinese equities have outperformed their global counterparts despite the worldwide threat of coronavirus, reporting positive returns year to date versus losses for Austra...

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Funds management

Montgomery Investment Management has launched its first small companies fund under a new joint venture....

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People & Products

Montgomery Investment Management has appointed Michael Gollagher to the role of national account manager, responsible for the Queensland market....

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Funds management

Unusual rotations in global equity markets might be driven by algorithmic trading, according to the whitepaper by Montgomery Global Investment Management....

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Funds management

Nine years into the global market’s bull run, ETFs appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many, a new whitepaper s...

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Funds management

Montgomery Investment Management has passed $1.5 billion in FUM and made a number of new hires....

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Funds management

Australian investors stick to ‘blue chips’ which offer mediocre long-term returns and often fail to grow the wealth of their shareholders, according to Roger Montgomery....

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Funds management

Investors are being urged to follow market neutral or long-short strategies as volatility and low interest rates hamper returns....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago