Investor Insights

September 22, 2023

Ausbiz - How AI can fundamentally change the business landscape

By Roger Montgomery

In my recent interview with Ausbiz, I wanted to delve into the potential of artificial intelligence (AI) in transforming various fields like e-commerce and workforce optimisation by streamlining repetitive tasks and boosting overall productivity. In lieu of this, I emphasised the need for the investment landscape to adapt to this impending disruption. Listen to the full interview here
September 14, 2023

ABC 7.30 - High court rules Qantas COVID-era layoffs unlawful

By Roger Montgomery

With the high court unanimously rejecting an appeal by Qantas after the federal court found the airline had illegally sacked staff in 2020 during the COVID pandemic, ABC highlights the significance of this ruling and the impact this will have on Qantas’ reputation going forward. Watch the full video here
September 11, 2023

Ausbiz – Answering the critical question lingering over Qantas

By Roger Montgomery

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.

September 8, 2023

Qantas CEO quits after airline allegedly sold tickets for cancelled flights

By Roger Montgomery

Mike Cherney published an article on The Wall Street Journal discussing all the buzz around Qantas’ damaged reputation and Alan Joyce’s subsequent departure from Qantas. Cherney asks for my insights and the main one of note is that the airline will be much less profitable in the foreseeable future. Read the full article here
September 8, 2023

Firstlinks – Crisis, contagion or QE? The bigger picture

By Roger Montgomery

In my recent article in Firstlinks, I discuss the close monitoring that investors are undertaking with the crisis in the U. S. regional banking industry, with concerns about potential tremors and comparisons to the 2008 financial crisis, but several factors suggest a repeat is unlikely.
September 6, 2023

Ausbiz - Big secular themes changing the investing outlook

By Roger Montgomery

In this interview with Ausbiz, I discuss the impact of demographic transitions on investments, the influence of the baby boomer generation on global economies as they transition from asset accumulation to retirement, and what’s affecting spending habits and investment strategies.
August 30, 2023

ABC nightlife: Latest news in finance

By Roger Montgomery

Roger Montgomery, Founder and Chairman joined Phillip Clark from ABC Nightlife to discuss the reporting season so far, including the huge profits being announced by Qantas and the supermarkets.
August 11, 2023

Ausbiz: Is it time to take some risk off the table?

By Roger Montgomery

In 2023, I’ve seen a cautious start turn into a resilient market rally. Global inflation peaked, impacting innovative growth stocks and overall economic growth. Jerome Powell’s confidence in a gradual economic slowdown shifts recession views, yet risks remain including exuberant rallies, job concerns, and potential negative earnings growth triggering investor profit-taking.
July 27, 2023

Ausbiz: Why it' the best time to buy small caps!

By Roger Montgomery

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.

July 26, 2023

Stayer’s secrets: Mercer’s top fundie

By Sean Sequeira

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. 


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