Investor Insights

December 8, 2021

Headlines don’t tell the whole story on inflation

By Roger Montgomery

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.

December 6, 2021

Ausbiz with Equity Mates: Predictions for 2022

By Roger Montgomery

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.

December 2, 2021

Inflation remains transitory due to strong long-term trends

By Roger Montgomery

In this article for Firstlinks Roger discusses why investors are right to be concerned about the consequences of higher interest rates. Large accumulated levels of global debt along with continued money printing have some people spooked. But it is important to distinguish fears from realities.

December 1, 2021

How fundies are reacting to Omicron

By Roger Montgomery

Ally Selby published an article in Livewire questioning whether Omicron is actually worthy of investors’ attention? What could it mean for rate rises, inflation, government stimulus, and ultimately, markets? And should investors pivot their portfolios in light of recent developments?

November 30, 2021

‘This is serious’: Markets on alert as Omicron variant spreads

By Roger Montgomery

Lucy Dean published an article in Yahoo Finance discussing the impact the new Coronavirus Omicron variant will have on markets. Lucy draws on Roger’s thoughts that there are two important questions – is the variant more deadly? And will the current vaccines still prevent severe illness or death?

November 25, 2021

Fear and Greed: the investor's guide to inflation

By Roger Montgomery

Roger joined Sean Alylmer on the Fear and Greed podcast to discuss the biggest unknown for markets at the moment – inflation and what this means for interest rates. Roger believes the Fed is right to say that this current bout of inflation is transitory and it will in fact pass.
November 17, 2021

ABC Nightlife – what does rising inflation mean?

By Roger Montgomery

I joined Phil Clark on ABC Nightlife to discuss what the rise in inflation rates in the US mean for Australia. Inflation figures in the US are the highest they have been in 30 years, but in reality when you dissect what is going on with the inflation rate in the US and the rest of the world you realise that the factors that have led to the spike are already turning down.

November 11, 2021

Polen’s Rob Forker answers who are the most patient investors

By Polen Capital

While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk.
October 25, 2021

Buy Hold Sell: 5 small caps with big dividends

By Roger Montgomery

In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss three small cap stocks that boast impressive dividends.  While large caps usually get all the attention from dividend seekers, small caps often punch above their weight and here we share small cap stocks with sustainable dividends.
October 22, 2021

Your Wealth: Why Roger Montgomery is still bullish on this market

By Roger Montgomery

In this Your Wealth Podcast with Gemma Dale from Nabtrade Roger explains why he thinks the fears of a significant downturn are overstated by discussing the macro trends underpinning market growth, why a correction could happen but won’t be cataclysmic and how rising interest rates could affect share performance.

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