Roger joined Sean Alylmer and Michael Thomson on the Fear and Greed podcast to discuss what to expect from the large cap stocks this year. Large caps are often household names – is that a good or bad thing? Many people assume the bigger companies are safer, but some of these larger companies have to make acquisitions in order to provide decent returns.
Roger joined Suzanne Hill on ABC Nightlife for the final episode of 2021 to discuss the challenges and highlights of the investing year, covering the impact of rising inflation and constrained supply chains and why the latest shortage of urea is something investors need to be aware of.
In this video for Ausbiz Roger discusses how the major shortage of urea could impact our diesel buses, trucks and farm equipment. With a potential reduction in vehicles on the road, our farming and logistics could be impacted.
Fergus Halliday published an article in nestegg discussing inflation and draws on Roger’s views that inflation is a structural feature of the modern Australian economy and it could be a distant memory 12 months from now.
Fergus Halliday published an article in Investor Daily discussing inflation and draws on Roger’s views that investors worried about rising inflation in the global economy shouldn’t forget about the potential upside.
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities.
In this article for Firstlinks Roger discusses why investors are right to be concerned about the consequences of higher interest rates. Large accumulated levels of global debt along with continued money printing have some people spooked. But it is important to distinguish fears from realities.
Ally Selby published an article in Livewire questioning whether Omicron is actually worthy of investors’ attention? What could it mean for rate rises, inflation, government stimulus, and ultimately, markets? And should investors pivot their portfolios in light of recent developments?
Lucy Dean published an article in Yahoo Finance discussing the impact the new Coronavirus Omicron variant will have on markets. Lucy draws on Roger’s thoughts that there are two important questions – is the variant more deadly? And will the current vaccines still prevent severe illness or death?
Maria Bekiaris published an article in Money Magazine which asks eight experts to reveal what they would like to see in their Christmas stocking this year.