I joined Phil Clark on ABC Nightlife to discuss what the rise in inflation rates in the US mean for Australia. Inflation figures in the US are the highest they have been in 30 years, but in reality when you dissect what is going on with the inflation rate in the US and the rest of the world you realise that the factors that have led to the spike are already turning down.
In this article for Firstlinks I discuss stable compounders, these are businesses offering growth with a defensive element, they tend to be in stable industries, are market leaders and are under appreciated by the market with a strong management team capable of delivering a sensible strategy.
Gary Rollo joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss why you should invest in small caps, the hallmarks of a great small cap business and a few companies for your watchlist.
Ishan Dan published an article in The Inside Investor discussing Roger’s view on whether now is a good time to enter the market.
I joined Phil Clark on ABC Nightlife to discuss the slowdown in markets and share my take on the outlook for asset prices over the next few months with a slowing economic growth rate. So far 2021 has given investors plenty to be happy about. After the September slowdown, have the easy gains all been made?
In this article for Firstlinks I question whether there a tipping point for investing in decarbonisation. Throughout time, transformative technology has maintained its power to change the course of human history. And of course, as investors, it is easy to be lulled into believing new technology will also transform investment returns. Is there a tipping point for investing in decarbonisation?
Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come.