Investor Insights

January 12, 2024

Ausbiz – Why you should invest in the uranium sector in 2024

By David Buckland

In my recent interview with Ausbiz, I discussed the surging appeal of uranium given global decarbonisation efforts. Is there an investment opportunity here for 2024? Learn more on the shift in focus to the U. S. and Canada due to their stable uranium production, in a hope of reducing the dependency on Russia and other countries.
December 20, 2023

ABC Nightlife – Retails challenges and the future of private credit

By Roger Montgomery

In this week’s ABC Nightlife interview, my last for 2023, Philip Clark and I delved into the challenges facing the Australian retail sector. I highlighted the potential difficulties anticipated for retailers in early 2024, post-Christmas, with the contributors being a significant decline in consumer spending and savings.
December 5, 2023

ABC Statewide Drive – Navigating investments and lessons learned from 2023

By Roger Montgomery

In my recent interview on ABC Statewide Drive with Paul Turton, I emphasized the critical role of the microenvironment, particularly in assessing potential investments within companies. I discussed the downturn in Australia’s retail sector and shifting consumer spending trends. Moreover, I shared key insights gleaned from 2023 and analysed the heightened competition within the banking sector.
December 4, 2023

ABC Drive – Retail trends and inflation

By Roger Montgomery

In my recent interview on ABC Statewide Drive with Anna Moulder, we delved deep into the current pulse of Australia’s retail landscape, especially in the wake of the bustling post-Black Friday sales. October’s retail data revealed a troubling trend—a noticeable downturn in retail sales figures, painting a picture contrary to analysts’ predictions.
December 1, 2023

Ausbiz – A deflationary surprise?

By Roger Montgomery

In my recent interview with Ausbiz, I aimed to provide insights into prevailing economic trends, particularly focusing on the U. S. economy. It’s evident that the market sentiment has transitioned from recession concerns to the possibility of enduring inflation, a shift I believe might stem from potentially overreaching actions by the Federal Reserve to curb economic momentum.
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.

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