Investor Insights

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.
June 27, 2023

Nvidia' share price has surged almost 200 per cent on an AI boom. But will it stay there?

By Roger Montgomery

Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain.

June 23, 2023

Ausbiz: Unmasking the Mortgage Cliff

By Roger Montgomery

I joined Ausbiz to discuss how high inflation and global recession fears are impacting markets and the economy. I also share my perspective on the potential mortgage cliff for Australians and explain how aggregate numbers can sometimes conceal individual-level issues, and that marginal consumers often dictate the outlook for firms and their performance.

June 16, 2023

Ausbiz: AI – a bubble or the real deal?

By Roger Montgomery

I joined Ausbiz to discuss artificial intelligence (AI) and why investors should take a step back and consider how companies will monetise AI to create a real secular trend. Will we see a bubble if revenue fails to materialise?

June 9, 2023

My Millennial Money: All things investing

By Roger Montgomery

Roger Montgomery joined My Millennial Money to discuss how to invest in the current climate, how to look for quality companies and share with you some ASX darlings and much more to do with investing.
June 7, 2023

Why stocks in this sector are near an inflection point

By Sean Sequeira

Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet.

June 2, 2023

AI stocks: have you missed the buying boom?

By Roger Montgomery

I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world.

May 18, 2023

ABC Nightlife: Will we see a recession in 2023?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss whether or not we are going to see a recession in 2023. Some economic commentators are predicting a recession for 2023, but are the predictions worth heeding? Are there storm clouds ahead coming from the U. S. banking system that would have a flow-on effect with credit tightening?
May 18, 2023

Ausbiz: Why technology and small caps could rally strongly

By Roger Montgomery

I joined Ausbiz to discuss what sectors are worth investigating if the U.S. Federal Reserve cuts interest rates this year. While interest rate cuts could matter in the short term, they ultimately won’t impact the returns of active investors who invest in quality growth businesses.


View all funds