Investor Insights

Archive: April, 2021

April 28, 2021

ABC Nightlife – temporary spike in inflation

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss the current state of the economy and markets. Equity markets have enjoyed a solid start to the year with Australian shares up this year around 6 per cent and US shares up around 10 per cent. What are the best sectors of the market to focus on? And will we see a temporary spike in inflation?

April 20, 2021

10 experts reveal their top investing tip for beginners

Maria Bekiaris published an article for Canstar which identifies top tips from 10 experts for anyone investing in shares or ETFs for the first time. Andreas discusses diversification and why a beginner investor should spread their holdings to some extent but also keep in mind that excess diversification does not reduce portfolio risk. 

April 8, 2021

Inside the deal: How Airtasker was primed to pop

By Gary Rollo

Yolanda Redrup published an article in the Australian Financial Review discussing Airtasker’s decision to list on the ASX. As part of a non-deal roadshow prior to Christmas, Airtasker sought advice from Gary Rollo, and as quoted by the Australian Financial Review noted the first point of call was Gary Rollo, who Chairman James Spenceley trusted to ask the tough questions, “He’s a tough investor and gave strong feedback that it was a high quality business, so we knew we were on the right track then.” 


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