Roger joined Ausbiz to discuss the acceleration of selling that began as a rotation out of high-flying tech stocks in late November and December, the short-term ownership of high-flying tech names – particularly long-duration stocks with earnings pushed well out into the future – is more difficult to justify.
Rod Myer published an article in The New Daily discussing why superannuation members re being advised to hold their nerve after mounting inflation fears rattled share markets in January. Rod mentions Roger’s view that volatility can be seen as an opportunity.
Tony Yoo published an article in The Motley Fool discussing the recent market dip and whether now is the right time to buy. Tony draws on Roger’s thoughts on why investors should take advantage in this situation.
Nassim Khadem published an article in ABC News questioning whether double digit returns for Australian super accounts will still be possible with the market sinking and interest rates expecting to rise. Nassim draws on Roger’s view that we will definitely have years in the future where investors enjoy double digit returns but maybe not in 2022.
In this article for Firstlinks Roger discusses why he believes 2022 will reinforce the idea that the performance of equities, especially growth equities, innovative companies, and those with pricing power, during periods when deflation (consecutive years of lower rates inflation) coincides with economic growth has been consistently strong.
Roger joined Sean Alylmer and Michael Thomson on the Fear and Greed podcast to discuss what to expect from the large cap stocks this year. Large caps are often household names – is that a good or bad thing? Many people assume the bigger companies are safer, but some of these larger companies have to make acquisitions in order to provide decent returns.
Roger joined Suzanne Hill on ABC Nightlife for the final episode of 2021 to discuss the challenges and highlights of the investing year, covering the impact of rising inflation and constrained supply chains and why the latest shortage of urea is something investors need to be aware of.
In this video for Ausbiz Roger discusses how the major shortage of urea could impact our diesel buses, trucks and farm equipment. With a potential reduction in vehicles on the road, our farming and logistics could be impacted.
Fergus Halliday published an article in nestegg discussing inflation and draws on Roger’s views that inflation is a structural feature of the modern Australian economy and it could be a distant memory 12 months from now.
Fergus Halliday published an article in Investor Daily discussing inflation and draws on Roger’s views that investors worried about rising inflation in the global economy shouldn’t forget about the potential upside.
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities.