Investor Insights

Archive: March, 2022

March 25, 2022

Ausbiz: A tug of war takes place for Uniti Wireless

By Roger Montgomery

In this video for Ausbiz Roger discusses the current bidding war for Uniti Wireless (ASX:UWL). There are currently two offers, Morrison & Co at $4.50 and MIRA at $5 and we think the business is really attractive. So how many others will join in and how far will the bidding war go?

March 23, 2022

ABC Nightlife: US Fed rising rates

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss what US interest rate rises will mean for Australia, given inflation is well above comfortable levels and how the war between Russia and Ukraine is impacting markets and investors.

March 21, 2022

Ausbiz: How to position your portfolio in the event of stagflation

By Roger Montgomery

In this video for Ausbiz Roger discusses how investors should prepare for the increase in market turbulence due to the conflict between Ukraine and Russia. Investors may be prompted to sell and turn to the safety of cash. But the purchasing power of cash erodes much more quickly in an inflationary environment and an investor is guaranteed to lose wealth So, in the event of stagflation how should you position your portfolio?


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