Investor Insights

August 17, 2020

Debt burden’s the price of survival

In this article for the Herald Sun Andrew questions whether the governments have an option on removing stimulus packages and support. Five months into the pandemic and one thing has become clear: eradication of COVID-19 is not a viable option for most nations.
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August 17, 2020

Caution a must as markets run away

By Roger Montgomery

In this article for the Herald Sun Roger discusses the fact that more than half a year has passed since the coronavirus emerged and many of the world’s most populous countries are failing at their attempts to flatten their curves.
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August 17, 2020

Butterfly effects flood in from Berlin to Beijing

In this article for the Herald Sun Andrew discusses how developments abroad impact much of what is happening here in our own economy.  As foreign capital has been pushed into the Australian economy, household borrowing costs have declined, access to credit has become easier and, perhaps not surprisingly, housing prices have increased. Read here.
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August 17, 2020

Qantas shows no V-shaped recovery

By Roger Montgomery

In this article for the Herald Sun Roger discusses the decision from Qantas to cut 6000 staff and a further 15,000 people will remain stood down and 100 aircraft would be grounded for 12 months.  Read here.
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August 17, 2020

Ross Greenwood’s the money minutes 16.08.2020

By Roger Montgomery

Roger joined Ross Greenwood on The Money Minutes for a run through of the first week of the Australian reporting season. So far, results don’t look too bad although the fear is these results are still looking in the rear-view mirror. Many companies have been unwilling to provide guidance for the next 12 months.
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July 31, 2020

Ross Greenwood's The Money Minutes 30.07.2020

By Roger Montgomery

Roger joined Ross Greenwood on The Money Minutes to discuss why value stocks have underperformed growth stocks and why there will be a reversion at some point. Looking to the reporting season, the disparity in earnings estimates are really wide meaning it will be full of surprises. Will this give investors the option to pick up some bargains?
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July 29, 2020

Margin Call with Roger Montgomery

By Roger Montgomery

Roger joined Jordan Michaelides on the Margin Call Podcast to talk about the COVID-19 situation in Australia, and how we are in a health and economic crises but not a financial crisis. They cover headwinds and tailwinds for the Australian economy, current share markets and opportunities this presents for value investors.
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July 22, 2020

ABC nightlife – should investors be cautious?

By Roger Montgomery

In this episode of ABC Nightlife Phil Clark and Roger discuss the latest share market moves. The ASX 200 closed yesterday up 2. 5 per cent, its best finish since March 6, in the wake of news the federal government would push the close of its COVID-19 stimulus packages out to the end of March.
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