Rod Myer published an article in The New Daily discussing how markets went into panic on Thursday when Russia expanded its invasion of Ukraine, but then bounced back a day later. Rod shares Roger’s thoughts on how much of an impact wars have on share markets in the long term.
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.
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.
Tony Yoo published an article in The Motley Fool discussing IDP Education’s share price and why Roger believes the depression is temporary.
Brooke Cooper published an article in The Motley Fool discussing some companies on the ASX 200 which experts think are a buy right now. Brooke comments on Roger’s thoughts that there are now some beaten-down tech shares investors could take advantage of this year.
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.
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.
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.
Rod Myer published an article in The New Daily discussing why superannuation members re being advised to hold their nerve after mounting inflation fears rattled share markets in January. Rod mentions Roger’s view that volatility can be seen as an opportunity.
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.
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.
In this article for Firstlinks Roger discusses why he believes 2022 will reinforce the idea that the performance of equities, especially growth equities, innovative companies, and those with pricing power, during periods when deflation (consecutive years of lower rates inflation) coincides with economic growth has been consistently strong.