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.
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November 2023
The Market Cycle
With interest rates likely to remain at this higher level for longer, our place in the market cycle is changing. This article explains how we can take advantage of this new phase and seek investment opportunities.
What is a bond?
Learn about fixed income and bonds.
The term ‘bond’ is used to describe several different types of financial products. In this article we explore bonds in the context of the ‘fixed income’ element of a balanced investment portfolio.
October 2023
Higher for longer.
Until recently markets were anticipating interest rate cuts by the middle of next year. While the peak in rates is likely to be soon, the stubbornness of inflation has now caused the market to put these rate cuts much further out, causing turbulent bond markets to grasp the headlines.
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.