Investor Insights

Archive: February, 2022

February 28, 2022

What history tells investors about the outbreak of conflict

By Roger Montgomery

In this video for Ausbiz Roger discusses what happens to markets during wars. Surprisingly, war is not really the nemesis of the stock market many fear it to be. A research conducted in 2015 found that stock prices tend to decline in the pre-war phased and recover when war commences.

February 28, 2022

What happens to stock markets when war breaks out?

By Roger Montgomery

Tony Yoo published an article in Motley Fool to discuss the impacts wars have on stock markets. Tony draws on Roger’s view that if you analyse past military conflicts it is evident that these situations didn’t wreak permanent damage to stock portfolios.

February 21, 2022

Ausbiz: Plenty of opportunities for investors in 2022

By Roger Montgomery

In this video for Ausbiz Roger discusses how during the last four decades, whenever inflation or interest rates have risen, the multiple of earnings investors have been willing to pay for a share in a company has declined he indicates. Find out what sectors Roger believe will be outperform over the next 12 months.

February 17, 2022

ABC Nightlife: Is the market ripe for growth?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss why the market could be ripe for growth with many stocks undervalued after a dramatic monetary policy shift. Knowing how to invest in stocks is a smart move in 2022 considering how strong the stock market was in 2021.

February 7, 2022

REA is well set for a strong quarter: Montgomery

By Roger Montgomery

Roger Montgomery spoke with Glenn Freeman at Livewire Markets to discuss what we like from REA Group’s half-year results. Here at Montgomery, we rank REA a high-quality company and the share price is certainly priced to reflect that strength. I think that during market corrections, like the one we’ve seen in January, this ASX company is one to review.

February 4, 2022

Death, taxes and opportunity. Where Roger's investing now

By Roger Montgomery

Roger joined Ausbiz to discuss the acceleration of selling that began as a rotation out of high-flying tech stocks in late November and December, the short-term ownership of high-flying tech names – particularly long-duration stocks with earnings pushed well out into the future – is more difficult to justify.

February 4, 2022

Why NOW is the time to buy ASX shares: expert

By Roger Montgomery

Tony Yoo published an article in The Motley Fool discussing the recent market dip and whether now is the right time to buy. Tony draws on Roger’s thoughts on why investors should take advantage in this situation.

February 2, 2022

The average superannuation fund lost $4,000 last month, but experts say now is not the time to panic

By Roger Montgomery

Nassim Khadem published an article in ABC News questioning whether double digit returns for Australian super accounts will still be possible with the market sinking and interest rates expecting to rise. Nassim draws on Roger’s view that we will definitely have years in the future where investors enjoy double digit returns but maybe not in 2022.

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