Investor Insights

Archive: November, 2019

November 29, 2019

Seven questions with Roger Montgomery

By Roger Montgomery

William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.
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November 28, 2019

Money News 26.11.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to discuss the looming trouble for Australia’s big four banks. There will be a lot of remediation costs, lower return on equity and potentially a credit event and a lot of defaults. So where and how do we find better opportunities?
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November 21, 2019

Money News 19.11.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to dissect the retail sector. The worse economic figures look, the better the stock market. How does this work? Consumer discretionary stocks are up 29 per cent calendar year to date, but retail conditions are particularly tough.
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November 12, 2019

In the studio with Roger Montgomery

By Roger Montgomery

In this interview for ABC The Business, Roger joined Julia Lee to discuss the market outlook and whether markets reflect current economic conditions. We think volatility will pick up in the next 12 months, which is something to be considerate of. Listen here.
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November 12, 2019

Does the markets reflect current economic conditions?

By Roger Montgomery

In this interview for ABC The Business, Roger joined Julia Lee to discuss the market outlook and whether markets reflect current economic conditions. We think volatility will pick up in the next 12 months, which is something to be considerate of. Listen here.
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November 11, 2019

A structural growth stock the market is overlooking

By Gary Rollo

In this video for Livewire Gary discusses the opportunities in small caps by sharing three categories being growth, cyclical and ‘stable compounders’ to narrow down the universe of potential investments. Watch here.
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November 8, 2019

Reality check for housing rebound

By Roger Montgomery

In this article for the Australian Roger provides an update on the housing market. It seems like the slump in approvals hasn’t ended just yet and the pipeline of residential building work is declining, which means less work ahead for builders and contractors. Read here.
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November 7, 2019

Montaka Global Investments wins award

By Scott Phillips

As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy.
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November 1, 2019

ABC Nightlife America's most hated man

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses why WeWork’s co-founder is being called America’s most hated man and the lessons investors can learn from WeWork’s fall from grace. Listen here.
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