Investor Insights

Archive: April, 2020

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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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.
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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.
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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.
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