Investor Insights

April 15, 2020

Virus highlights the risk of overvaluation

By Roger Montgomery

In this article for the Herald Sun Roger discusses the economic impact COVID-19 is going to have.  Every week of lockdown vaporises about 2 per cent of Australia’s annual GDP. It may not go to zero but it will take an increasing hit the longer lockdowns last, and unemployment will surge.
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April 15, 2020

The oil war scaring the central banks

In this article for the Herald Sun Andrew discusses how the idea of deflation is particularly scary for policymakers.   Today, we have the combination of a global economy that is being disrupted by coronavirus at the same time as a once in a three-decade oil price collapse.
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April 15, 2020

Contagion that will cut into economies

By Roger Montgomery

In this article for the Herald Sun Roger discusses how the coronavirus will be contained and how serious the impacts will be on businesses and the markets. Read here.
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April 15, 2020

How are the experts investing ahead of the Roaring Twenties?

By Roger Montgomery

Roger joined top fund managers on Switzer TV to be asked rapid-fire questions on investing during COVID-19. At the 6-minute mark you can hear Roger’s comments on our response to the COVID-19 crisis, what will signal the crisis is over for markets and where we are currently investing.
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April 10, 2020

Spark your fire - has the market bottomed?

By Roger Montgomery

The volatility being experienced in markets is causing a lot of concern and uncertainty for investors. In this podcast for Spark Your Fire Roger discusses current market conditions and possible investment opportunities. Listen here.
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March 24, 2020

Money News 20.03.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to share an update on the coronavirus and how markets are holding up throughout this pandemic. At some stage we know that people will travel again, the health issues will end and potentially a vaccine will be developed.
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March 18, 2020

ABC Nightlife – COVID-19

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss what we should expect from markets down due to the coronavirus. People are panic buying in supermarkets and investors are panic selling on the stock market. With the S&P ASX 200 sinking 30 per cent from its all-time high on February 20.
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March 16, 2020

How to navigate turmoil: Don't dump stocks - as long as you have time to recover

By Roger Montgomery

Clancy Yeates published an article in The Sydney Morning Herald which discusses the view investors should take with the current market volatility. Some businesses will be affected directly by coronavirus — such as airports, airlines or travel agents — while other quality companies would emerge from the slump in reasonable shape. Read here.
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March 12, 2020

Coronavirus and a roadmap for infected investing

By Roger Montgomery

In this article for Firstlinks Roger explores the the possible paths the stock market might take in the next few weeks and months. Short-term predictions are a very high risk venture although this too shall pass. Read here.
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