Investor Insights

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.
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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.
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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.
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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.
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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.
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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.  
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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.
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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.
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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.
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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.
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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.
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