Archive: May, 2020

May 7, 2020

Is it time to switch to optimism?

By Roger Montgomery

After a few tough months, Australia is starting to come out of hibernation, and investors are looking ahead – as reflected in our rebounding sharemarket. But they’ll need to be selective in their stock selections, because some businesses will do far better than others in our post-lockdown world.
May 5, 2020

Central Bank Liquidity and the slippery slope of solvency: Part I

By Amit Nath

Much has been written about the unprecedented size and scale of the actions taken by the U. S. Federal Reserve Bank in recent weeks to support the U. S. economy and markets. Starting with cutting interest rates by 150 basis points to 0 per cent, promising to purchase an “unlimited” amount of U. S.
May 2, 2020

Bull or bear case for equities, here are some quality companies

By Roger Montgomery

Whether you’re currently on the bear case or the bull case for global and Australian equities, we think investors need to be using this once-in-a-decade sell off to reset portfolios towards quality businesses, like some of the ones we discuss below. Exclusive Content This is exclusive content to subscribers on rogermontgomery. com.
May 1, 2020

The US Wants to Reopen?!

States around the US have begun putting their hands up to be some of the first to trial reopening their economies. Nationally, the US leads the world in infections and deaths due to COVID-19, and by some margin.


View all funds