Investor Insights

July 29, 2020

Margin Call with Roger Montgomery

By Roger Montgomery

Roger joined Jordan Michaelides on the Margin Call Podcast to talk about the COVID-19 situation in Australia, and how we are in a health and economic crises but not a financial crisis. They cover headwinds and tailwinds for the Australian economy, current share markets and opportunities this presents for value investors.
Read Article
July 22, 2020

ABC nightlife – should investors be cautious?

By Roger Montgomery

In this episode of ABC Nightlife Phil Clark and Roger discuss the latest share market moves. The ASX 200 closed yesterday up 2. 5 per cent, its best finish since March 6, in the wake of news the federal government would push the close of its COVID-19 stimulus packages out to the end of March.
Read Article
July 15, 2020

Tech stock bubble warnings rise amid coronavirus rally

By Roger Montgomery

Rachel Pupazzoni published an article in ABC News discussing the tech-bubble we are currently seeing.  When Microsoft delivered the software company’s third quarter results in April this year, they commented on seeing two years’ worth of digital transformation in two months, thanks to the global pandemic.
Read Article
July 15, 2020

Should the government continue payments to sustain struggling businesses?

By Roger Montgomery

Roger joined 2GB to discuss the current position Australia is in, are we setting ourselves up for more pain? The Australian government has rolled out a raft of stimulus measures in the wake of the coronavirus crisis with the subsidies Jobkeeper and Jobseeker, although what will happen when these subsidies end?  
Read Article
July 9, 2020

Macquarie Telecom: the data centre business is a real growth engine

By Gary Rollo

  Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon.
Read Article
July 3, 2020

Pandemic-proof: How to invest in US stocks

By Roger Montgomery

Roger joined Josh Gilbert on the Yahoo Finance Breakfast Club to discuss how to invest in the US and what you need to be aware of.  If you want to get rich, buy and sell. If you want to get wealthy, buy and hold, provided you own really outstanding businesses.
Read Article
June 26, 2020

Small businesses say JobKeeper works, but will its end be a sucker punch?

By Roger Montgomery

Nick Sundich published an article in Stockhead which discusses the assistance Jobkeeper is having on Australian companies.  Eighty-four per cent of small business owners reported the scheme allowed them to stay afloat. Nick comments on Roger’s concern that households and businesses will not be able to start paying their debt once the stimulus packages go away. Read here.
Read Article
June 24, 2020

Stocking up is not a sign of optimism

By Roger Montgomery

In this article for the Herald Sun Roger discusses the current market status. Whether the current economic disaster can be repaired through the printing of money remains a multitrillion-dollar question. The same goes for whether it leads to inflation, or possibly hyperinflation after excess productive capacity is soaked up.
Read Article
June 24, 2020

Is it about time we stopped paying tax?

In this article for the Herald Sun Andrew questions why we pay taxes. If the Fed can simply buy an infinite amount of government debt, then it must be true that the government can issue an infinite amount of debt. And if this is true, then government spending will be financed by the central bank.
Read Article
June 23, 2020

Cloud megatrend with Gary Rollo

By Gary Rollo

Gary Rollo joined the EL&C Baillieu podcast to discuss what opportunities cloud computing holds. Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30 per cent per annum. But what does this mean for Australian companies?
Read Article
June 22, 2020

Why has the stock market been so wild in 2020?

By Roger Montgomery

Roger joined Kylie Purcell to discuss the market crash at the beginning of the year, and why by April markets had rebounded on the expectation for a V shaped recovery.  The expectation for a V-Shaped economic recovery seems irrational.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities