Investor Insights

Archive: July, 2023

July 27, 2023

Ausbiz: Why it' the best time to buy small caps!

By Roger Montgomery

In this podcast with Ausbiz, I’m excited to share my insights on the slowing inflation rate, which could lead to a pause in interest rate hikes by the Federal Reserve. Drawing from past experiences, I predict that our current economic downturn won’t be as severe, giving us hope for a smoother recovery. I also discuss the impressive 30 per cent surge in Nasdaq’s performance and why small cap stocks look promising in the coming year. Plus, don’t miss my thoughts on the potential of Macquarie Technology Group (ASX:MAQ) in the cloud and artificial intelligence (AI) sector.

July 26, 2023

Stayer’s secrets: Mercer’s top fundie

By Sean Sequeira

Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6% per annum. Sean Sequeira, Chief Investment Officer at Australian Eagle joined the AFR to discuss their successful investment approach. Montgomery entered into a partnership with Australian Eagle last September to manage their domestic large cap portfolios. 

July 26, 2023

ABC Nightlife: Latest News in Finance

By Roger Montgomery

Roger Montgomery, Chief Investment Officer joined Philip Clark to discuss the latest financial news. This week’s focus is on the ‘mortgage cliff’ and the impact it’s having, along with an explanation of ‘disflation,’ a term currently circulating in equities markets. Additionally, they explore the growing accessibility of private credit investment for small investors.

July 4, 2023

Fear and Greed: The stocks that impressed this investor in FY23

By Roger Montgomery

I joined Sean Aylmer on The Fear and Greed Podcast to discuss the performance of different sectors and companies over the past year. The first half of the fiscal year saw a compression in P/E ratios for small and large companies due to fears of recession and persistent inflation.


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