Investor Insights

Archive: May, 2023

May 18, 2023

ABC Nightlife: Will we see a recession in 2023?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss whether or not we are going to see a recession in 2023. Some economic commentators are predicting a recession for 2023, but are the predictions worth heeding? Are there storm clouds ahead coming from the U. S. banking system that would have a flow-on effect with credit tightening?
May 18, 2023

Ausbiz: Why technology and small caps could rally strongly

By Roger Montgomery

I joined Ausbiz to discuss what sectors are worth investigating if the U.S. Federal Reserve cuts interest rates this year. While interest rate cuts could matter in the short term, they ultimately won’t impact the returns of active investors who invest in quality growth businesses.

May 5, 2023

Ausbiz: Does the RBA need to shock the consumer?

By Roger Montgomery

I joined Ausbiz to discuss whether or not we need to see a tougher stance from the Reserve Bank of Australia (RBA) in terms of interest rate rises. Is inflation going to get back down to the 2-3 per cent target band?

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