Articles

Meet the author

Peter Geikie-Cobb is our Head of Investment Research. With a 35 year career in Financial Services as a former bond fund manager and multi-asset investment manager, he is able to bring clarity to the noise we read in the headlines.

Follow us on Instagram

Follow us on Instagram @montgomery_wealth for practical financial guidance and investing insights.

View our Glossary of Financial Terms.

Market Update James Montgomery Market Update James Montgomery

April 2024

Stock and Bond Market Correlations.

It might just be that we have entered a healthier period where equities are driven more by the prospect of increased productivity due to themes such as AI and the robustness of the economy than by excess liquidity finding itself into the market, even at elevated valuations. This should make the 60/40 portfolio stance a…

Read More
Market Update James Montgomery Market Update James Montgomery

September 2023

Fixed income emerges from the doldrums.

Following the 2008 financial crisis and the pandemic, interest rates had been stuck at close to zero in the major economies for years. This made bond markets - rates on longer term loans - very unattractive. Interest rate rises over the last 18 months may have changed this.

Read More

Risk warning

The articles presented on the Montgomery Associates website do not constitute an offer or invitation in respect of investments described, nor should they be interpreted as advice or a recommendation. You should contact your financial adviser or accountant for advice relating to your circumstances. The opinions and information in these articles have been prepared from sources believed to be reliable at the time and are given in good faith. The information and opinions expressed in this document represent the views of Montgomery Associates at the time of preparation and may be subject to change.

The value of an investment and any income from it can fall as well as rise and you may not get back the amount you originally invested.

Past performance is not a guide to future performance.