In this interview with Ausbiz, I discuss how former Qantas (ASX:QAN) Chief Executive Officer, Alan Joyce, recently left his position with optimism about the airline’s strength and promising future. And the speculation surrounding Joyce’s retirement amid the questions about Qantas’ economic performance over the past 15 years.
I Joined Ausbiz to share my views on Australia’s current mortgage industry. I mainly delve into how the economic impact of changes from fixed-rate to variable-rate might not have the great impact as was feared.
In this episode of The Fear and Greed Podcast, I had the pleasure of joining Jennifer Duke to dissect the current state of earnings season. As we find ourselves at the halfway point, we take a closer look at the prevailing market trends and the intricate factors that are shaping the outcomes reported by various companies.
In this podcast with Ausbiz, I’m excited to share my insights on the slowing inflation rate, which could lead to a pause in interest rate hikes by the Federal Reserve. Drawing from past experiences, I predict that our current economic downturn won’t be as severe, giving us hope for a smoother recovery. I also discuss the impressive 30 per cent surge in Nasdaq’s performance and why small cap stocks look promising in the coming year. Plus, don’t miss my thoughts on the potential of Macquarie Technology Group (ASX:MAQ) in the cloud and artificial intelligence (AI) sector.
Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6% per annum. Sean Sequeira, Chief Investment Officer at Australian Eagle joined the AFR to discuss their successful investment approach. Montgomery entered into a partnership with Australian Eagle last September to manage their domestic large cap portfolios.
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.