In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics.
Roger joined Philip Clark on ABC Nightlife to discuss whether or not we are going to see a recession in 2023. Some economic commentators are predicting a recession for 2023, but are the predictions worth heeding? Are there storm clouds ahead coming from the U. S. banking system that would have a flow-on effect with credit tightening?
Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector.
I joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss the importance of growth and where to find it, income and the dangers of chasing yield, and provides an explanation for why the outlook might be brighter than many commentators assume.