Investor Insights

Archive: April, 2023

April 28, 2023

Ausbiz: Why Roger' bullish on Transurban

By Roger Montgomery

In this interview with Ausbiz Roger discusses two companies we believe have bright prospects ahead including Transurban (ASX:TCL) and Alliance Aviation services (ASX:AQZ). Roger emphasizes Transurban’s ability to secure substantial debt at very low rates, with 96.8 per cent of its debt book having interest hedging in place.

April 11, 2023

Ausbiz: Looking for growth

By Roger Montgomery

In this interview with Ausbiz Roger shares his views on the current economic landscape and its effect on interest rates. Markets typically boom in the early stages of a recession and recover as people begin to look towards the future. Will small caps begin to outperform large caps and will growth companies catch up to defensives?

April 5, 2023

ABC Nightlife: Interest rates left on hold

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss the Reserve Bank giving mortgage borrowers a reprieve, if only temporarily, by leaving interest rates on hold at the April board meeting. After ten consecutive rate rises, the RBA opted to wait and see how the economic data plays out amid early signs that the increase in rates so far is starting to weigh on consumer spending and lower inflation. What is predicted further ahead for the economy?


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