Investor Insights

Archive: September, 2022

September 14, 2022

ABC Nightlife: Will rate rises curb an Australian recession?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss whether interest rates will succeed in staving off a recession and how much of an impact we can expect on house prices. Today, CPI inflation has risen to 6. 1 per cent and underlying inflation is 4. 9 per cent. These are the highest rates in many years.
September 13, 2022

ABC The Business: Corporate Australia's report card

By Roger Montgomery

Reading between the spreadsheet lines, the annual earnings season has given a few hints of what is to come for corporate Australia and the broader economy over the next year. The annual results of Australia’s top 200 listed companies is a scorecard of how they performed over the last 12 months, as well as what they’re hoping to achieve for the year ahead. Every reporting season has a few losers.

September 8, 2022

The Inside Investor: Earnings Season

By Roger Montgomery

Australia’s largest companies rebounded strongly after two years of pandemic interruption, achieving a 56. 3 per cent uplift in aggregate statutory profits over FY22.
September 5, 2022

Fear and Greed: Winners and losers from reporting season

By Roger Montgomery

With earnings season over, it’s a good time to look at the winners, the losers, and the themes affecting investors. But markets are forward-looking, and as the free money era rolls over, investors are cautious on the outlook. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors.

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