Investor Insights

October 10, 2019

Bulls, bonds and brain damage

By Roger Montgomery

In this article for Firstlinks Roger discusses the dangers in both private equity markets and bond markets. Whether it is from these markets that the next black swan or contagion emerges remains to be seen but bubbles they are, without doubt. Read here.
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October 9, 2019

Money News 08.10.2019

By David Buckland

David Buckland joined Ross Greenwood on Money News to discuss the impact of the RBA attempting unconventional methods of stimulating the economy. This includes printing more money or negative interest rates.
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October 4, 2019

Don’t assume rates will go to zero

By Roger Montgomery

In this article for the Australian Roger discusses the thought that when everyone in the market is pointing in the same direction, that trade is done, and it’s time to turn around and look the other way. So what if interest rates don’t go to zero? Read here.  
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October 2, 2019

Money News 01.10.2019

By Roger Montgomery

Roger joined Ross Greenwood on Money News to discuss the RBA’s decision to cut rates to 0. 75 per cent. The reasons given for the cut included global issues and the US/ China trade dispute. So which stocks benefit from falling interest rates?
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September 30, 2019

How to separate winners and losers

By Roger Montgomery

In this article for Money Magazine Roger identifies why Australian portfolios can significantly benefit from overseas companies, including tech giants, that actually make a profit. Read Roger’s thoughts on Alphabet, Facebook and Uber. Read here.
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September 30, 2019

Wake up, the fairytale is over

By Roger Montgomery

In this article for the Herald Sun Roger discusses unicorns, do they exist? Unicorns tend to be innovative companies with entrepreneurial founders harbouring unbridled egos and larger-than-life ambitions. Let’s take a look at a few of them. Read here.
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September 25, 2019

Money News 24.09.2019

By Roger Montgomery

In this interview on Money News, Roger and Deborah Knight question whether anecdotal support for an investment case can be a good starting point? A few years ago, Warren Buffett doubled his stake in Apple after he spoke to his great grandchildren and their friends on how to use the IPhone.
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September 25, 2019

Choosing top stocks in a volatile market

By Roger Montgomery

In this article for the ASX, Roger discusses how to navigate current market conditions and choose top quality companies. With interest rates declining for the past 37 years since the GFC , it is important to understand where we are.
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September 24, 2019

How to understand how lower interest rates affect shares

Mark Story published an article in The New Daily which discusses the impact low interest rates will have on the ASX-listed companies you’re interested in. Mark draws on Andrew’s view as to why investors should focus on long-term, sustainable growth stories. Read here.
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September 21, 2019

The Property Couch; Chat with Australia’s Warren Buffett

By Roger Montgomery

Roger joined Bryce Holdaway & Ben Kingsley on The Property Couch to discuss everything you need to know about value investing and the property market. Tune in to find out how you can take advantage of booms and busts in the share market and shares vs. property, what does it come down to? Listen here.
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