Investor Insights

March 24, 2023

Ausbiz: Risk of bank contagion in Australia overrated

By Roger Montgomery

Roger joined Ausbiz to discuss the ripples that have been sent through the global financial system from the instability in U.S. and European banks. How high is the risk of contagion, is it over stated? Find out why Roger believes the problems seen with Silicon Valley Bank and Signature Bank are unique to the individual banks.

March 20, 2023

ABC Nightlife: Economic growth but financial headwinds ahead?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss what to make of the Silicon Valley Bank collapse. Since 2008 banks have been operating in a world of ultra-low interest rates and periodic injections of electronic cash from central banks. What are the ramifications on our world markets?

February 17, 2023

Ausbiz: How to separate yourself from the market’s distracting noise?

By Roger Montgomery

With an inflation rate of 6.4 per cent, the U.S. economy is still experiencing inflation, making Gold, Real Estate, Commodities and high fixed cost, cyclical producers investments worthy of consideration.  But that inflation rate is coming down.  It’s not uncommon for markets to fall amid fear an ‘event’ might occur and then rally when the event does occur. In my conversation with ausbiz we cover how the U.S. economy is growing, which means we are on the right-hand, ‘boom’, side of the matrix. 

February 10, 2023

ABC The Business: Can the stock market rally continue?

By Roger Montgomery

Roger joined Kathryn Robinson on ABC The Business to discuss current market conditions. With sharemarkets rallying around the world, does this make economic sense and can the rally be sustained? Meanwhile, predictions of recession leave investors in fear about company earnings growth.  
February 8, 2023

ABC Nightlife: Future performance

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss whether historical trends and precedents can help guide you in the future. Discussing the issues weighing on financial markets and if there could be a bull market happening this year. In the very worst years, when the market fell between 30-50 per cent, after those years what we find is that the pendulum then swung almost completely the other way.


December 16, 2022

Could we see a bull market in 2023?

By Roger Montgomery

In this interview on Ausbiz I discuss how forecasts from the Federal Reserve showed the bank’s key interest rate could stand above 5 per cent a year from now. But policymakers are moving more cautiously, following signs that the most severe inflation in decades may be beginning to ease. What does this mean for investors in 2023?

December 14, 2022

ABC Nightlife: Interest rates

By Roger Montgomery

Roger Montgomery joined Phil Clark on ABC Nightlife to discuss what lies ahead for the Australian property market. As anyone with a mortgage knows, the official cash rate is at 10-year high after eight consecutive month increases, so what is in store for 2023?

December 5, 2022

Making friends with fear

By Roger Montgomery

In this interview on Ausbiz Roger discusses given where price-to-earnings ratios are today, there’s a much-better-than-even possibility investors who purchase shares in high-quality growth companies today, will not only benefit from the earnings growth produced by their selections but also the re-rating of price-to-earnings ratios to higher levels in the future.

November 25, 2022

Qantas profit upgrade; is it a buy or a sell?

By Roger Montgomery

In this interview on Ausbiz Roger discusses Qantas. Qantas upgraded its profit forecast by $150 million for the first half of 2023 and told investors it expects to post up to $1.45 billion in pre-tax profit. So is the airline a great business to own? Trading Qantas shares may indeed be lucrative but what about investing for the long-term?

November 24, 2022

What the private credit boom means for investors

By Roger Montgomery

In this article for Firstlinks Roger discusses the Private credit asset class. Your bank has been lending to SMEs for a century and now they’re pulling back, opening the opportunity for others, previously you had to own bank shares to see some of the returns from SME lending. Private credit funds now provide direct access to this income stream and growing asset class. So what should investors look for?


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