ROGER MONTGOMERY « Re-inventing the way you invest

ROGER MONTGOMERY. In this week’s video insight, David Buckland explores the U.S. budget deficit, steadfast U.S. interest rates, and surging...

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Rogermontgomery.com news digest

  • 8 days

    Why we believe Telix Pharmaceuticals is an attractive investment 

    In the dynamic landscape of investing, uncovering hidden gems amidst the sea of opportunities often requires a keen eye for potential change and growth catalysts. Telix Pharmaceuticals (ASX:TLX), despite its relatively short tenure on the ASX, emerges...

  • 10 days

    Spark your fire – Markets with Roger 

    I joined Jas on the Spark your FIRE podcast to discuss the positive outlook for equities, especially innovative companies with strong growth potential. We highlighted how the current landscape of disinflation and economic growth sets the stage for firms...

  • 10 days

    Firstlinks – Small caps are compelling but not for the reasons you might think… 

    In my recent article for Firstlinks, I revisited the stance I took nearly a year ago, advocating for investment in small caps – a position that seemed premature at the time. Subsequently, the investment landscape has evolved significantly, steering many...

  • 11 days

    2024 March quarter update on the Polen Capital Global Growth Fund 

    During the March 2024 quarter, the Polen Capital Global Growth Fund (the Fund) increased by 12.49 per cent in Australian dollars, while its benchmark, the MSCI ACWI Net Total Return Index, in Australian Dollars, returned 13.10 per cent. In many ways...

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