Investor Insights

Archive: March, 2019

March 11, 2019

Trading Day Live Featuring Roger Montgomery: 8 March 2019

By Roger Montgomery

Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.
March 7, 2019

Money News 05.03.2019

By Roger Montgomery

In this interview on Money News, Roger discussed the results from the recent earnings season.  Those considered small caps,  the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading.  How will this play out for the general economy?
March 5, 2019

Dividends, share buybacks boost earnings results

By Roger Montgomery

Stephen Miles published an article in the Sydney Morning Herald which takes a look at the reporting season where many firms maintained their previous profit guidance. Stephen mentions Roger’s view that market sentiment had been so negative going into reporting season, the results were interpreted as being “not as weak as expected. ” Read here.


View all funds