Investor Insights

September 8, 2023

Firstlinks – Crisis, contagion or QE? The bigger picture

By Roger Montgomery

In my recent article in Firstlinks, I discuss the close monitoring that investors are undertaking with the crisis in the U. S. regional banking industry, with concerns about potential tremors and comparisons to the 2008 financial crisis, but several factors suggest a repeat is unlikely.
September 6, 2023

Ausbiz - Big secular themes changing the investing outlook

By Roger Montgomery

In this interview with Ausbiz, I discuss the impact of demographic transitions on investments, the influence of the baby boomer generation on global economies as they transition from asset accumulation to retirement, and what’s affecting spending habits and investment strategies.
August 30, 2023

ABC nightlife: Latest news in finance

By Roger Montgomery

Roger Montgomery, Founder and Chairman joined Phillip Clark from ABC Nightlife to discuss the reporting season so far, including the huge profits being announced by Qantas and the supermarkets.
August 11, 2023

Ausbiz: Is it time to take some risk off the table?

By Roger Montgomery

In 2023, I’ve seen a cautious start turn into a resilient market rally. Global inflation peaked, impacting innovative growth stocks and overall economic growth. Jerome Powell’s confidence in a gradual economic slowdown shifts recession views, yet risks remain including exuberant rallies, job concerns, and potential negative earnings growth triggering investor profit-taking.
July 27, 2023

Ausbiz: Why it' the best time to buy small caps!

By Roger Montgomery

In this podcast with Ausbiz, I’m excited to share my insights on the slowing inflation rate, which could lead to a pause in interest rate hikes by the Federal Reserve. Drawing from past experiences, I predict that our current economic downturn won’t be as severe, giving us hope for a smoother recovery. I also discuss the impressive 30 per cent surge in Nasdaq’s performance and why small cap stocks look promising in the coming year. Plus, don’t miss my thoughts on the potential of Macquarie Technology Group (ASX:MAQ) in the cloud and artificial intelligence (AI) sector.

July 26, 2023

Stayer’s secrets: Mercer’s top fundie

By Sean Sequeira

Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6% per annum. Sean Sequeira, Chief Investment Officer at Australian Eagle joined the AFR to discuss their successful investment approach. Montgomery entered into a partnership with Australian Eagle last September to manage their domestic large cap portfolios. 

July 26, 2023

ABC Nightlife: Latest News in Finance

By Roger Montgomery

Roger Montgomery, Chief Investment Officer joined Philip Clark to discuss the latest financial news. This week’s focus is on the ‘mortgage cliff’ and the impact it’s having, along with an explanation of ‘disflation,’ a term currently circulating in equities markets. Additionally, they explore the growing accessibility of private credit investment for small investors.

July 4, 2023

Fear and Greed: The stocks that impressed this investor in FY23

By Roger Montgomery

I joined Sean Aylmer on The Fear and Greed Podcast to discuss the performance of different sectors and companies over the past year. The first half of the fiscal year saw a compression in P/E ratios for small and large companies due to fears of recession and persistent inflation.
June 27, 2023

Nvidia' share price has surged almost 200 per cent on an AI boom. But will it stay there?

By Roger Montgomery

Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain.

June 23, 2023

Ausbiz: Unmasking the Mortgage Cliff

By Roger Montgomery

I joined Ausbiz to discuss how high inflation and global recession fears are impacting markets and the economy. I also share my perspective on the potential mortgage cliff for Australians and explain how aggregate numbers can sometimes conceal individual-level issues, and that marginal consumers often dictate the outlook for firms and their performance.

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