Investor Insights

June 21, 2022

Buy now, pay later companies on the brink as bad debts and interest rates rise

By Roger Montgomery

In this article for the ABC Rhiana Whitson discusses the buy now, pay later stocks such as Afterpay and Zip which have tumbled in response to the many problems the sector is facing. A perfect storm of rising interest rates, bad debts, a crowded marketplace and looming regulation has critics saying the glory days are over for the sector.

June 8, 2022

How much will rising inflation hit company valuations?

By Roger Montgomery

In this article for Firstlinks Roger discusses how history provides a reasonable guide as to what to expect for equities after a recession and amid rising bond yields. Bond interest rates have an impact on the price of all long-duration assets. Typically, the early stage of rising bond yields reflects optimism about accelerating economic growth and improving business conditions.

June 7, 2022

Equity mates: when the market busts, load up

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss what is driving the sell off in share markets across the world. The enormous compression of price-to-earnings (P/E) ratios generally occurs when interest rises, why is this correlated and they discuss high quality companies for your watchlist.
June 3, 2022

Buy Hold Sell: 5 Aussie small caps to weather the storm

By Gary Rollo

Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss the small caps that could offer exciting upside while remaining resilient through market cycles. The S&P/ASX Small Ordinaries is down nearly 16 per cent year to date, while the ASX200 is only down 3. 6 per cent. Here are the small caps to watch.
June 1, 2022

ABC Nightlife: Should investors think of running to the hills?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss whether an economic recession is on the cards. We can say that the COVID crisis created a once-in-a-generation economic crisis, which justified constant use of vast money printing and borrowing to get through it, but in truth we’ve had three major economic upsets in the space of 13 years.

May 31, 2022

Buy hold sell: The small-cap sectors to avoid (and where to invest)

By Gary Rollo

Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.
May 30, 2022

2 ASX shares experts think have sold off too much

By Gary Rollo

Tony Yoo published an article in the Motley Fool to discuss two stocks that have seen their value plummet even though the underlying businesses have not changed and draws on Gary’s view that Symbio Holdings has been unjustly sold off.

May 30, 2022

Buy hold sell: 5 discounted growth stocks

By Gary Rollo

Gary Rollo joined James Marlay and Josh Clark on Livewire‘s Buy Hold Sell to discuss growth stocks that have been punished and are now discounted including IDP Education, Pro Medicus, City Chic Collective and two stocks that have been oversold and now look attractive.
May 30, 2022

Sky News: Very difficult to raise interest rates without inspiring a recession

By Roger Montgomery

In this interview for Sky News Roger joined Ross Greenwood to discuss interest rates. With the change of government and Jim Chalmers citing a challenging economic outlook, we can define the challenges in our economy as skyrocketing inflation, rising interest rates, and a fall in real wages. Will inflation hold off further rate rises?
May 23, 2022

Fear and Greed: What would a US hard landing mean for investors?

By Roger Montgomery

The U. S. Federal Reserve is trying to slow the economy, with price rises at 40 year highs. But can they do it without putting the world’s largest economy into recession? The consequent uncertainty has U. S. stock market participants talking themselves into a bear market.

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