Investor Insights

Archive: November, 2021

November 30, 2021

‘This is serious’: Markets on alert as Omicron variant spreads

By Roger Montgomery

Lucy Dean published an article in Yahoo Finance discussing the impact the new Coronavirus Omicron variant will have on markets. Lucy draws on Roger’s thoughts that there are two important questions – is the variant more deadly? And will the current vaccines still prevent severe illness or death?

November 25, 2021

Fear and Greed: the investor's guide to inflation

By Roger Montgomery

Roger joined Sean Alylmer on the Fear and Greed podcast to discuss the biggest unknown for markets at the moment – inflation and what this means for interest rates. Roger believes the Fed is right to say that this current bout of inflation is transitory and it will in fact pass.
November 17, 2021

ABC Nightlife – what does rising inflation mean?

By Roger Montgomery

I joined Phil Clark on ABC Nightlife to discuss what the rise in inflation rates in the US mean for Australia. Inflation figures in the US are the highest they have been in 30 years, but in reality when you dissect what is going on with the inflation rate in the US and the rest of the world you realise that the factors that have led to the spike are already turning down.

November 11, 2021

Polen’s Rob Forker answers who are the most patient investors

By Polen Capital

While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk.


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