Investor Insights

Archive: September, 2023

September 22, 2023

Ausbiz - How AI can fundamentally change the business landscape

By Roger Montgomery

In my recent interview with Ausbiz, I wanted to delve into the potential of artificial intelligence (AI) in transforming various fields like e-commerce and workforce optimisation by streamlining repetitive tasks and boosting overall productivity. In lieu of this, I emphasised the need for the investment landscape to adapt to this impending disruption. Listen to the full interview here
September 14, 2023

ABC 7.30 - High court rules Qantas COVID-era layoffs unlawful

By Roger Montgomery

With the high court unanimously rejecting an appeal by Qantas after the federal court found the airline had illegally sacked staff in 2020 during the COVID pandemic, ABC highlights the significance of this ruling and the impact this will have on Qantas’ reputation going forward. Watch the full video here
September 11, 2023

Ausbiz – Answering the critical question lingering over Qantas

By Roger Montgomery

In this interview with Ausbiz, I discuss how former Qantas (ASX:QAN) Chief Executive Officer, Alan Joyce, recently left his position with optimism about the airline’s strength and promising future. And the speculation surrounding Joyce’s retirement amid the questions about Qantas’ economic performance over the past 15 years.

September 8, 2023

Qantas CEO quits after airline allegedly sold tickets for cancelled flights

By Roger Montgomery

Mike Cherney published an article on The Wall Street Journal discussing all the buzz around Qantas’ damaged reputation and Alan Joyce’s subsequent departure from Qantas. Cherney asks for my insights and the main one of note is that the airline will be much less profitable in the foreseeable future. Read the full article here
September 8, 2023

Firstlinks – Crisis, contagion or QE? The bigger picture

By Roger Montgomery

In my recent article in Firstlinks, I discuss the close monitoring that investors are undertaking with the crisis in the U. S. regional banking industry, with concerns about potential tremors and comparisons to the 2008 financial crisis, but several factors suggest a repeat is unlikely.
September 6, 2023

Ausbiz - Big secular themes changing the investing outlook

By Roger Montgomery

In this interview with Ausbiz, I discuss the impact of demographic transitions on investments, the influence of the baby boomer generation on global economies as they transition from asset accumulation to retirement, and what’s affecting spending habits and investment strategies.


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