Investor Insights

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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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.
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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.
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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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October 30, 2023

Ausbiz - The last call

By Roger Montgomery

Last week, I participated in Ausbiz’s ‘The last call,’ a casual panel chat where we discussed our current perspectives on both the Australian and global markets. We also delved into the topic of the ‘magnificent seven,’ with a particular focus on their integration of AI into their products.
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October 25, 2023

ABC Nightlife – Investing and the share market

By Roger Montgomery

In this week’s interview on ABC Nightlife, I joined Phillip Clark as we delved into the intricate world of interest rates, with a particular focus on their current trends, the notable volatility they’ve experienced, and the subsequent impact on Australian assets.
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October 20, 2023

Ausbiz – Is this the dawning of a new financial era?

By Roger Montgomery

In this interview with Ausbiz, I wanted to give my take on a new financial era with stable but slightly higher interest rates. I also advocated for a shift in investment strategies, especially in private credit as a reliable asset class in such an environment. The emphasis on risk diversification and thorough research to manage related risks.
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October 18, 2023

ABC The Business – Navigating global turbulence: Insights on market impact

By Roger Montgomery

In my recent interview on ABC The Business with Kirsten Aiken, I wanted to discuss current global issues and its impacts on the market, the recent (and unique) protest vote surrounding Maxine Brenner on the basis of corporate governance, and the recent minutes released by the Reserve Bank of Australia (RBA) regarding rate hikes.
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October 17, 2023

Ausbiz – Challenging the prediction of a grim decade for equities

By Roger Montgomery

In this interview with Ausbiz, I wanted to share a different perspective on the future of investments. I challenged the widespread concerns about the S&P 500 indicating a potentially bleak decade ahead. I also wanted to emphasize that individual investors should move beyond broad indices and instead focus on quality businesses.
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