In this video for Ausbiz Roger questions whether the recent market bounce has any resilience? Roger believes the reason for the jump is that most investors believe inflation has peaked. While interest rates may go up this year, they may be cut next year.
In this video for Ausbiz Roger discusses the slowing economy, skill shortages and pressure on business margins. Roger explains the multiple factors leading to what he called an entrenchment of inflation.
In this article for Livewire Roger asnwers whether he would buy, hold or sell Magellan shares. It’s probably no surprise the Magellan Financial Group’s (ASX:MFG) management team are the first to admit it has been a “difficult year” filled with “significant challenges” that have seen its share price plunge more than 65 per cent over the past year.
Are demergers a value opportunity for shareholders? There has been no shortage of recent demerger examples to analyse in Australia with Tabcorp Holdings Ltd (ASX: TAH) spinning off The Lottery Corporation (ASX: TLC) and Woolworths Group (ASX: WOW) and Endeavour Group Ltd (ASX: EDV). There is a veritable mountain of research analysing equity performance post the demerger announcement. So do they actually add value for investors? I cover demergers and the risks in this piece for the ASX.
Roger joined Philip Clark on ABC Nightlife to discuss recession and inflation. With the costs rising for food, petrol and energy along with interest rates also going up, is the economy about to enter a recession? With the lowest level of unemployment in known memory, are you wondering how can a downturn be imminent?
Tony Yoo published an article in the Motley Fool discussing a stock that has lost half of its value since November but has a massive growth opportunity ahead of it.
In this video with LiveWire markets Aura High Yield SME Fund Portfolio Manager Brett Craig introduces you to the fund and explains how it invests across the private debt space in the Australian market. In the five years since inception, the fund has produced consistent monthly positive returns
Hans Leee published an article in Livewire where I share what I have learnt after such an unprecedented and remarkable year for markets. Read my thoughts and why I am being patient during this market turmoil.
Tony Yoo published an article in The Motley Fool discussing whether or not now is the time to be buying? Talking to brokers, other fund managers and economists, I don’t find many people who are very bullish at all. In fact, most of them expect another leg lower in the stock market. For me, that starts to become optimistic because if everyone’s already bearish, there’s not many others left to become bearish.
In this video for Ausbiz Roger discusses bear markets. The current bear market became official on 20 May 2022. The S&P500 is currently around 24 per cent below its all-time highs. Bear markets don’t last forever. Roger discusses the averages of previous bear markets as guide from when investors will be back in positive return territory.
Ishan Dan published an article in Inside Investor discussing whether or not now is a good time to invest. Ishan draws on Roger’s view that investors have a far better chance of making attractive returns by buying quality stocks. On condition that these businesses grow their earnings. Stock market falls may just be the rational price investors in equities and managed funds have been waiting for.
Clancy Yeates published an article in the Sydney Morning Herald to discuss why the typical super fund will fall by 5% so far this financial year. Australia’s sharemarket had been a relatively strong performer in the early part of this year, but since the start of June it has tumbled about 10%.