Investor Insights

Archive: December, 2021

December 16, 2021

ABC Nightlife: Inflation, Bitcoin and the global shortage of urea

By Roger Montgomery

Roger joined Suzanne Hill on ABC Nightlife for the final episode of 2021 to discuss the challenges and highlights of the investing year, covering the impact of rising inflation and constrained supply chains and why the latest shortage of urea is something investors need to be aware of.

December 8, 2021

Headlines don’t tell the whole story on inflation

By Roger Montgomery

Fergus Halliday published an article in Investor Daily discussing inflation and draws on Roger’s views that investors worried about rising inflation in the global economy shouldn’t forget about the potential upside.

December 6, 2021

Ausbiz with Equity Mates: Predictions for 2022

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities.

December 2, 2021

Inflation remains transitory due to strong long-term trends

By Roger Montgomery

In this article for Firstlinks Roger discusses why investors are right to be concerned about the consequences of higher interest rates. Large accumulated levels of global debt along with continued money printing have some people spooked. But it is important to distinguish fears from realities.

December 1, 2021

How fundies are reacting to Omicron

By Roger Montgomery

Ally Selby published an article in Livewire questioning whether Omicron is actually worthy of investors’ attention? What could it mean for rate rises, inflation, government stimulus, and ultimately, markets? And should investors pivot their portfolios in light of recent developments?


View all funds