Investor Insights

March 8, 2024

Ausbiz – Roger pops the market bubble myth 

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the current state of the stock market and addressed the question of whether it is in a bubble. I noted that the typical euphoria seen in market bubbles is absent and highlighted that both the U. S.
February 21, 2024

ABC Nightlife – Forecasts for 2024 and reporting season updates

By Roger Montgomery

In this week’s ABC Nightlife interview, I joined Phillip Clark to kick off the year and make some forecasts for 2024. We also discussed the latest news from this reporting season. You can listen to the full interview here: ABC Nightlife – Forecasts for 2024 and reporting season updates
February 9, 2024

ABC The Business: What will reporting season tell us about the economy?

By Roger Montgomery

This week, I joined ABC’s The Business to discuss the anticipated challenges and strategies for Corporate Australia during the upcoming reporting season. Focusing on the banking sector, I particularly highlight Commonwealth Bank, underscoring the escalated competition’s effect on net interest margins, especially in the context of an uptick in distressed sales.
January 30, 2024

Ausbiz – Australia' emerging $500 billion private credit opportunity 

By David Buckland

In my recent interview with Ausbiz, I discussed the opportunity for private credit, with the Reserve Bank of Australia identifying that it is a $500 billion opportunity. The brief loan durations and monthly pricing in the private credit sector offer investors flexibility and the potential for returns, ranging from 7. 5 to 9. 5 per cent annually.
January 12, 2024

Ausbiz – Why you should invest in the uranium sector in 2024

By David Buckland

In my recent interview with Ausbiz, I discussed the surging appeal of uranium given global decarbonisation efforts. Is there an investment opportunity here for 2024? Learn more on the shift in focus to the U. S. and Canada due to their stable uranium production, in a hope of reducing the dependency on Russia and other countries.
December 20, 2023

ABC Nightlife – Retails challenges and the future of private credit

By Roger Montgomery

In this week’s ABC Nightlife interview, my last for 2023, Philip Clark and I delved into the challenges facing the Australian retail sector. I highlighted the potential difficulties anticipated for retailers in early 2024, post-Christmas, with the contributors being a significant decline in consumer spending and savings.
December 5, 2023

ABC Statewide Drive – Navigating investments and lessons learned from 2023

By Roger Montgomery

In my recent interview on ABC Statewide Drive with Paul Turton, I emphasized the critical role of the microenvironment, particularly in assessing potential investments within companies. I discussed the downturn in Australia’s retail sector and shifting consumer spending trends. Moreover, I shared key insights gleaned from 2023 and analysed the heightened competition within the banking sector.
December 4, 2023

ABC Drive – Retail trends and inflation

By Roger Montgomery

In my recent interview on ABC Statewide Drive with Anna Moulder, we delved deep into the current pulse of Australia’s retail landscape, especially in the wake of the bustling post-Black Friday sales. October’s retail data revealed a troubling trend—a noticeable downturn in retail sales figures, painting a picture contrary to analysts’ predictions.
December 1, 2023

Ausbiz – A deflationary surprise?

By Roger Montgomery

In my recent interview with Ausbiz, I aimed to provide insights into prevailing economic trends, particularly focusing on the U. S. economy. It’s evident that the market sentiment has transitioned from recession concerns to the possibility of enduring inflation, a shift I believe might stem from potentially overreaching actions by the Federal Reserve to curb economic momentum.
November 30, 2023

ABC The Business – Munger’s legacy, U.S. rates, and RBA predictions

By Roger Montgomery

In this week’s interview on ABC The Business, we delved into the recent developments surrounding Charlie Munger’s passing, the shifts in U. S. rates, and the premature assumptions made by investors about next year’s anticipated downward movements. Additionally, we explored the Reserve Bank of Australia’s insights on rates and their potential future trajectory.
November 24, 2023

Ausbiz - Winners are grinners: how boomers are benefiting from inflation

By Roger Montgomery

In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario.

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