Investor Insights

Archive: November, 2023

November 30, 2023

ABC The Business – Munger’s legacy, U.S. rates, and RBA predictions

By Roger Montgomery

In this week’s interview on ABC The Business, we delved into the recent developments surrounding Charlie Munger’s passing, the shifts in U. S. rates, and the premature assumptions made by investors about next year’s anticipated downward movements. Additionally, we explored the Reserve Bank of Australia’s insights on rates and their potential future trajectory.
November 24, 2023

Ausbiz - Winners are grinners: how boomers are benefiting from inflation

By Roger Montgomery

In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario.
November 17, 2023

Ausbiz – Data centers thrive in AI era

By Roger Montgomery

In this week’s interview on Ausbiz, I wanted to delve into the growing significance of data centers due to heightened AI demand and increased cloud expenditure, which is drawing striking parallels to the early days of smartphone adoption.
November 13, 2023

Ausbiz – The market’s ‘weighty’ overreaction…

By Roger Montgomery

In last week’s Ausbiz interview, I explored investor sentiment surrounding the latest GLP-1 medications, specifically on Ozempic and its implications for companies like CSL (ASX: CSL) and ResMed (ASX: RMD). While the drop in CSL’s share value suggests market concerns about competing Ozempic-style drugs, I argue that these anxieties may be unfounded. My perspective rests on the belief that such medications might not be as transformative in addressing the weight of the U.S. population as investors might anticipate and the affordability surrounding it. Watch the full interview here. Ausbiz – The market’s ‘weighty’ overreaction…

November 10, 2023

Nabtrade Your Wealth – The bucket strategy – a research-based plan for protecting your wealth in retirement

By Roger Montgomery

I had the pleasure of joining Gemma Dale on Nabtrade’s Your Wealth podcast where we discussed the bucket strategy, its development and how it works, the simple methods for limiting the downside when you’re no longer working, the importance of investing for the short, medium and long term in retirement, and the tips and strategies for making the most of your accumulated wealth. Have a listen to the full podcast below.

November 9, 2023

Firstlinks – Why the ASX 200 has gone nowhere in 16 years

By Roger Montgomery

In my recent article with Firstlinks, I wanted to highlight why the S&P/ASX 200 has shown minimal capital gain over the past 16 years, with only a 0. 02 per cent total capital gain and an annualised capital gain of 0. 00182 per cent per annum. The main reason as to why this is the case, dividends.
November 6, 2023

ABC Statewide Drive – Investing rather than punting

By Roger Montgomery

In this week’s interview on ABC Statewide Drive with Paul Turton, we delve into the world of successful investing, unravelling the mystery behind why most accomplished investors opt for meticulous research on their target companies rather than event-driven speculation.
November 3, 2023

Ausbiz – Does the recent rally have legs?

By Roger Montgomery

In this week’s interview with Ausbiz, I wanted to discuss the potential for a continued equity rally.  I cited a report from a Canaccord strategist who believes the environment does set the stage for a further rally. This is partly because, in the strategist’s view, the U. S. economy will slow down very rapidly.


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