Investor Insights

April 20, 2020

We’ve been there before

By Roger Montgomery

In this article for Money Magazine Roger discusses how the market volatility from COVID-19 will provide opportunities, as it did during the tech wreck and GFC. It then makes sense to divide the market into two categories of opportunity. There are those companies adversely impacted by the outbreak with share prices that are even more adversely impacted.
Read Article
April 20, 2020

Rewards come with risks

By Roger Montgomery

There are massive rewards possible from investing in smaller companies, but a lack of liquidity means the race to the exit, if or when the need transpires, can be very tight indeed.
Read Article
April 20, 2020

When patience pays off

By Roger Montgomery

In this article for Money Magazine Roger discusses why the four stages of a start-up’s life cycle provide rewarding possibilities and discusses three companies in the small cap space. Read here.
Read Article
April 15, 2020

Virus highlights the risk of overvaluation

By Roger Montgomery

In this article for the Herald Sun Roger discusses the economic impact COVID-19 is going to have.  Every week of lockdown vaporises about 2 per cent of Australia’s annual GDP. It may not go to zero but it will take an increasing hit the longer lockdowns last, and unemployment will surge.
Read Article
April 15, 2020

The oil war scaring the central banks

In this article for the Herald Sun Andrew discusses how the idea of deflation is particularly scary for policymakers.   Today, we have the combination of a global economy that is being disrupted by coronavirus at the same time as a once in a three-decade oil price collapse.
Read Article
April 15, 2020

Contagion that will cut into economies

By Roger Montgomery

In this article for the Herald Sun Roger discusses how the coronavirus will be contained and how serious the impacts will be on businesses and the markets. Read here.
Read Article
April 15, 2020

How are the experts investing ahead of the Roaring Twenties?

By Roger Montgomery

Roger joined top fund managers on Switzer TV to be asked rapid-fire questions on investing during COVID-19. At the 6-minute mark you can hear Roger’s comments on our response to the COVID-19 crisis, what will signal the crisis is over for markets and where we are currently investing.
Read Article
April 10, 2020

Spark your fire - has the market bottomed?

By Roger Montgomery

The volatility being experienced in markets is causing a lot of concern and uncertainty for investors. In this podcast for Spark Your Fire Roger discusses current market conditions and possible investment opportunities. Listen here.
Read Article
March 24, 2020

Money News 20.03.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to share an update on the coronavirus and how markets are holding up throughout this pandemic. At some stage we know that people will travel again, the health issues will end and potentially a vaccine will be developed.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities