Investor Insights

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
June 15, 2020

Is the market crash the best time to buy stocks?

By Roger Montgomery

Roger joined Kylie Purcell on Pocket Money to discuss the volatile year we have seen so far for markets. Markets were expensive before COVID-19 and companies were at record PE ratios even though earnings estimates were declining. So where is the market going and what should new investors be looking for? Listen to the interview to find out.
Read Article
June 2, 2020

Preparing for an alternative history

In this article for the Herald Sun Andrew identifies the economic cost from Australia’s ability to flatten the COVID-19 curve. If COVID-19 were not as bad as the forecasters led us to believe, did we need to impair the economy the way we did? Read here.  
Read Article
June 2, 2020

Market support a very fluid concept

By Roger Montgomery

In this article for the Herald Sun Roger discusses the two camps when it comes to stock markets – the buyers and sellers and they typically have divergent views about the future. In the first camp are investors who believe economic activity, revenues and profits will recover easily and quickly.
Read Article
June 1, 2020

What will stop the market returning to its highs?

By Roger Montgomery

In this article for Firstlinks Roger questions whether the markets have gone too far too soon.  Even as we talk of post-COVID-19 conditions, we are not yet certain the pandemic is under control, but it seems markets don’t need the problems to be solved and concluded, they merely need the worst to be behind them. Read here.
Read Article
May 27, 2020

Gary Rollo on Talk Ya Book - A sector exposed to huge tailwinds

By Gary Rollo

Gary joined Chris Judd on Talk Ya Book to discuss a sector that is exposed to huge tailwinds and specifically a holding in the Montgomery Small Companies Fund, Macquarie Telecom. You can watch the 20-minute interview below. The Montgomery Small Companies Fund owns shares in Macquarie Telecom.
Read Article
May 25, 2020

Super funds inject $30 billion into coronavirus recovery

By Roger Montgomery

Killian Plastow published an article in The New Daily discussing how Australia’s Industry Super Funds plan to drive the nation’s economy and grow member’s savings. Killian mentions Roger’s view that it’s clear Australian companies are once again searching for additional funds after raising over $21 million since February. Read here.
Read Article
April 29, 2020

ABC Nightlife - Is the worst over?

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the worst of the coronavirus sell off is over. If you’re an investor looking to dip your toes back into the market you may be wondering where to find bargains and what you should be wary of. You can hear more here.
Read Article
April 28, 2020

2020 economic outlook with Roger Montgomery

By Roger Montgomery

In this Netwealth Portfolio Construction Podcast Roger joined Paul O’Connor to discuss the outlook for 2020 and the impacts of a potentially slowing Australian economy. You can listen to the 30 minute podcast or read the transcript here.  
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities