Investor Insights

April 24, 2019

Money News 23.04.2019

By David Buckland

In this interview on Money News, David questions whether the current rally in equities is sustainable. Despite headwinds in the outlook for Australian companies impacting profits and share prices, what sectors have the potential to exceed expectations?
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April 15, 2019

Trading Day Live featuring Roger Montgomery: 11 April 2019

By Roger Montgomery

Roger appeared on Your Money’s Trading Day Live to discuss housing construction.  With residential construction declining, and possibly even halving – how will the 3. 5 per cent of Australia’s workforce employed by the area be impacted? Will we see unemployment rise?
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April 11, 2019

Unicorns stampede in my nightmares

By Roger Montgomery

In this article for the Herald Sun Roger discusses the line of IPOs that are planning to list this year. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes all paints a dangerous picture for stocks. Read here.
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April 10, 2019

Money News 09.04.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the dislocation between the stock market and economic growth. Another topic included bank earnings, the Commonwealth Bank of Australia cut rates on home lending products. Why?
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April 9, 2019

Buy Hold Sell: picking winners from the losers

By Roger Montgomery

Roger joined Livewire’s exclusive Buy Hold Sell to discuss what the structural challenges facing the car industry mean for Automotive Holdings Group, the battle confronting Kogan and Bellamy’s continued push into China.
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April 3, 2019

Risks and opportunities from a Labor win

By Roger Montgomery

In this exclusive interview with Livewire, Roger discusses the risks and opportunities from Labor winning the upcoming election. As the market comes to terms with what is increasingly looking like an odds-on Labor election win in May, investors are assessing how some dramatic policy shifts are going to impact portfolios.
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April 2, 2019

Shades of dotcom bust in tech boom

By Roger Montgomery

In this article for the Australian Roger discusses tech stocks and how 83 per cent of IPOs were unprofitable last year. Roger takes a closer look at potential IPO’s this year and questions whether we are in another bubble. Read here.
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April 1, 2019

Buy Hold Sell: 5 hot stocks on a high

By Roger Montgomery

Roger joined Livewire’s exclusive Buy Hold Sell to discuss three companies which are currently on a high, including Bravura, Washington H. Soul Pattinson and Magellan Financial Group. With momentum driving their share prices higher, can they continue to soar?
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March 29, 2019

Algorithms could create unusual rotations in equity markets

Oksana Patron published an article in Money Management which discuss Andrew and Chris’ latest whitepaper. The paper identifies unusual rotations in global equity markets which could be due to algorithmic trading and discusses how the global market has actually delivered approximately zero in the past four years. Read here. Click here to read our latest whitepaper, The Marvelous Mr.
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March 29, 2019

Trading Day Live featuring Roger Montgomery: 28 March 2019

By Roger Montgomery

Roger appeared on Your Money’s Trading Day Live to discuss the recent negativity on broader markets stemming from the inversion of the yield curve. Will we see interest rate cuts when the RBA meet in April? And if we do see rate cuts, how will this impact the Australian dollar and markets?  
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March 28, 2019

Money News 26.03.2019

By Roger Montgomery

In this interview on Money News, Roger discusses his view on the talk of a recession being premature. We are seeing a slowdown but the Government has the ability to decrease taxes and the RBA can cut rates.
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