Investor Insights

Archive: October, 2023

October 30, 2023

Ausbiz - The last call

By Roger Montgomery

Last week, I participated in Ausbiz’s ‘The last call,’ a casual panel chat where we discussed our current perspectives on both the Australian and global markets. We also delved into the topic of the ‘magnificent seven,’ with a particular focus on their integration of AI into their products.
October 25, 2023

ABC Nightlife – Investing and the share market

By Roger Montgomery

In this week’s interview on ABC Nightlife, I joined Phillip Clark as we delved into the intricate world of interest rates, with a particular focus on their current trends, the notable volatility they’ve experienced, and the subsequent impact on Australian assets.
October 20, 2023

Ausbiz – Is this the dawning of a new financial era?

By Roger Montgomery

In this interview with Ausbiz, I wanted to give my take on a new financial era with stable but slightly higher interest rates. I also advocated for a shift in investment strategies, especially in private credit as a reliable asset class in such an environment. The emphasis on risk diversification and thorough research to manage related risks.
October 18, 2023

ABC The Business – Navigating global turbulence: Insights on market impact

By Roger Montgomery

In my recent interview on ABC The Business with Kirsten Aiken, I wanted to discuss current global issues and its impacts on the market, the recent (and unique) protest vote surrounding Maxine Brenner on the basis of corporate governance, and the recent minutes released by the Reserve Bank of Australia (RBA) regarding rate hikes.
October 17, 2023

Ausbiz – Challenging the prediction of a grim decade for equities

By Roger Montgomery

In this interview with Ausbiz, I wanted to share a different perspective on the future of investments. I challenged the widespread concerns about the S&P 500 indicating a potentially bleak decade ahead. I also wanted to emphasize that individual investors should move beyond broad indices and instead focus on quality businesses.
October 13, 2023

Qantas chair Richard Goyder to step down amid board overhaul

By Sean Sequeira

Jessica Yun published an article in The Brisbane Times discussing Qantas’ commitment to overhauling its board of directors, including the early retirement of chairman Richard Goyder. Jessica notes Sean Sequeira’s comments that the mounting pressure on Goyder to resign was becoming a “distraction” for the airline trying to improve its reputation.
October 4, 2023

Ausbiz – Riding the equity market rollercoaster

By Sean Sequeira

Sean Sequeira, Chief Investment Officer from our investment partner Australian Eagle Asset Management joined Ausbiz to share his insights into current equity markets, highlighting the substantial impact of bond yields on the volatility in markets. Sean shares some top stand-out performers from reporting season including  Cochlear (ASX:COH) in healthcare and Altium (ASX:ALU) in technology, both lauded for their long-term potential and growth prospects. He also notes a potential shift in insurance company QBE (ASX:QBE) that could boost returns.


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