Investor Insights

Archive: March, 2023

March 30, 2023

Crisis, contagion or QE? The bigger picture

By Roger Montgomery

In this article for Firstlinks Roger discusses the current U.S. regional banking industry crisis. Many investors are concerned SVB and Credit Suisse are the 2023 equivalent of Bear Stearns and Lehman Brothers, the 2008 poster children of the GFC. However, fears of a repeat are misplaced for several reasons.

March 24, 2023

Ausbiz: Risk of bank contagion in Australia overrated

By Roger Montgomery

Roger joined Ausbiz to discuss the ripples that have been sent through the global financial system from the instability in U.S. and European banks. How high is the risk of contagion, is it over stated? Find out why Roger believes the problems seen with Silicon Valley Bank and Signature Bank are unique to the individual banks.

March 20, 2023

ABC Nightlife: Economic growth but financial headwinds ahead?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss what to make of the Silicon Valley Bank collapse. Since 2008 banks have been operating in a world of ultra-low interest rates and periodic injections of electronic cash from central banks. What are the ramifications on our world markets?


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