Investor Insights

July 11, 2022

The alternative investment that has outpaced the ASX bull market

By Brett Craig

In this video with LiveWire markets Aura High Yield SME Fund Portfolio Manager Brett Craig introduces you to the fund and explains how it invests across the private debt space in the Australian market. In the five years since inception, the fund has produced consistent monthly positive returns

July 4, 2022

What these top fund managers learnt in 2021/22

By Roger Montgomery

Hans Leee published an article in Livewire where I share what I have learnt after such an unprecedented and remarkable year for markets. Read my thoughts and why I am being patient during this market turmoil.

June 27, 2022

‘Dip your toe back in’: Expert reveals why he’s buying ASX shares now

By Roger Montgomery

Tony Yoo published an article in The Motley Fool discussing whether or not now is the time to be buying? Talking to brokers, other fund managers and economists, I don’t find many people who are very bullish at all. In fact, most of them expect another leg lower in the stock market. For me, that starts to become optimistic because if everyone’s already bearish, there’s not many others left to become bearish.

June 24, 2022

Aussie stock market got you down? Look over the ditch

By Roger Montgomery

In this video for Ausbiz Roger discusses bear markets. The current bear market became official on 20 May 2022. The S&P500 is currently around 24 per cent below its all-time highs. Bear markets don’t last forever. Roger discusses the averages of previous bear markets as guide from when investors will be back in positive return territory.

June 24, 2022

Why Roger Montgomery thinks the time is right to jump in

By Roger Montgomery

Ishan Dan published an article in Inside Investor discussing whether or not now is a good time to invest. Ishan draws on Roger’s view that investors have a far better chance of making attractive returns by buying quality stocks. On condition that these businesses grow their earnings.  Stock market falls may just be the rational price investors in equities and managed funds have been waiting for.

June 21, 2022

Buy now, pay later companies on the brink as bad debts and interest rates rise

By Roger Montgomery

In this article for the ABC Rhiana Whitson discusses the buy now, pay later stocks such as Afterpay and Zip which have tumbled in response to the many problems the sector is facing. A perfect storm of rising interest rates, bad debts, a crowded marketplace and looming regulation has critics saying the glory days are over for the sector.

June 8, 2022

How much will rising inflation hit company valuations?

By Roger Montgomery

In this article for Firstlinks Roger discusses how history provides a reasonable guide as to what to expect for equities after a recession and amid rising bond yields. Bond interest rates have an impact on the price of all long-duration assets. Typically, the early stage of rising bond yields reflects optimism about accelerating economic growth and improving business conditions.

June 7, 2022

Equity mates: when the market busts, load up

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss what is driving the sell off in share markets across the world. The enormous compression of price-to-earnings (P/E) ratios generally occurs when interest rises, why is this correlated and they discuss high quality companies for your watchlist.
June 3, 2022

Buy Hold Sell: 5 Aussie small caps to weather the storm

By Gary Rollo

Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss the small caps that could offer exciting upside while remaining resilient through market cycles. The S&P/ASX Small Ordinaries is down nearly 16 per cent year to date, while the ASX200 is only down 3. 6 per cent. Here are the small caps to watch.

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