Investor Insights

May 9, 2022

Sky News; Markets remain difficult to predict

By Roger Montgomery

Roger joined Sky News Business Editor Ross Greenwood on Thursday to discuss markets. Markets are set to remain volatile and difficult to predict on a day-to-day basis. A lot of companies have benefitted from what we call the COVID pull-through, so there’s a lot of COVID-related demand that was brought forward.
April 12, 2022

Ausbiz: Hop onboard the unstoppable EV trend

By Roger Montgomery

In this interview for ausbiz Roger discusses whether it is too late to get on board the lithium train. Lithium stocks have come off a little over the past few days, but is it too late to get on board? Regular readers will know about the forthcoming shortage of lithium, the decarbonisation investment theme and the Electric Vehicle revolution.
March 25, 2022

Ausbiz: A tug of war takes place for Uniti Wireless

By Roger Montgomery

In this video for Ausbiz Roger discusses the current bidding war for Uniti Wireless (ASX:UWL). There are currently two offers, Morrison & Co at $4.50 and MIRA at $5 and we think the business is really attractive. So how many others will join in and how far will the bidding war go?

March 23, 2022

ABC Nightlife: US Fed rising rates

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss what US interest rate rises will mean for Australia, given inflation is well above comfortable levels and how the war between Russia and Ukraine is impacting markets and investors.

March 21, 2022

Ausbiz: How to position your portfolio in the event of stagflation

By Roger Montgomery

In this video for Ausbiz Roger discusses how investors should prepare for the increase in market turbulence due to the conflict between Ukraine and Russia. Investors may be prompted to sell and turn to the safety of cash. But the purchasing power of cash erodes much more quickly in an inflationary environment and an investor is guaranteed to lose wealth So, in the event of stagflation how should you position your portfolio?

February 28, 2022

What history tells investors about the outbreak of conflict

By Roger Montgomery

In this video for Ausbiz Roger discusses what happens to markets during wars. Surprisingly, war is not really the nemesis of the stock market many fear it to be. A research conducted in 2015 found that stock prices tend to decline in the pre-war phased and recover when war commences.

February 28, 2022

What happens to stock markets when war breaks out?

By Roger Montgomery

Tony Yoo published an article in Motley Fool to discuss the impacts wars have on stock markets. Tony draws on Roger’s view that if you analyse past military conflicts it is evident that these situations didn’t wreak permanent damage to stock portfolios.

February 21, 2022

Ausbiz: Plenty of opportunities for investors in 2022

By Roger Montgomery

In this video for Ausbiz Roger discusses how during the last four decades, whenever inflation or interest rates have risen, the multiple of earnings investors have been willing to pay for a share in a company has declined he indicates. Find out what sectors Roger believe will be outperform over the next 12 months.

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