Investor Insights

Archive: September, 2021

September 23, 2021

The tipping point for investing in decarbonisation

By Roger Montgomery

In this article for Firstlinks I question whether there a tipping point for investing in decarbonisation. Throughout time, transformative technology has maintained its power to change the course of human history. And of course, as investors, it is easy to be lulled into believing new technology will also transform investment returns. Is there a tipping point for investing in decarbonisation?

September 14, 2021

Weekend watchlist – Macquarie Telecom ASX:MAQ

By Roger Montgomery

Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come.

September 13, 2021

Retail in favour at value-oriented Montgomery

By Roger Montgomery

In this article for The Inside Investor Roger looks at six companies that caught his eye in the August reporting season. With reporting season over, the market shifts its focus back to COVID-19, the percentage vaccinated, and the likely impact lockdowns will have caused on company earnings. In some cases the impact will have been a positive one, but in many cases it will have been a negative.

September 1, 2021

What impact will the Delta variant of COVID-19 have on the sharemarket?

By Roger Montgomery

In this article for Canstar Roger discussed what impact the Delta variant will have on the sharemarket.  There are three reasons why Roger believes investors can be optimistic about the market over the next year. Although a temporary pull-back of 10-15 per cent is always possible and should be considered a normal part of every investor’s journey.


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