Investor Insights

December 20, 2019

Rate cuts alone can’t kickstart economy

By Roger Montgomery

In this article for the Herald Sun Roger discusses why a cut in interest rates won’t be enough for the economy.   While rate cuts are helpful, they are more effective when combined with fiscal policy.  Read here.
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December 20, 2019

A simple method to help mitigate sequencing risks

By Roger Montgomery

In this article for Firstlinks Roger identifies how to mitigate sequencing risk. When an investor is required to make regular withdrawals regardless of the market level, capital losses experienced early in retirement can be deleterious.  Sequencing risk, which describes the pattern of investor returns, or the order in which they are received, therefore looms large for retirees.
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December 16, 2019

Why economists often get it wrong

By Roger Montgomery

In this article for the Australian Roger discusses why economists often get things wrong. According to the ergodicity problem in economics, economists have been making a repeated mistake in their assumption about human behaviour and it has infected economic models that seek to explain everything from trading bitcoin and gambling, to insurance and switching jobs. Read here.  
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December 11, 2019

Money News 10.12.2019

By Roger Montgomery

Roger joined Ross Greenwood on Money News for the final time for 2019 to discuss the Aussie banks. The banks make a lot of money when interest rates are high, credit spreads are low and yield curves are steep. Although we are currently experiencing the opposite conditions, which could result in a tougher period ahead for the big banks.
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December 9, 2019

Avita tech revolutionising care for burn patients, says CEO

Carrie LaFrenz published an article in the Australian Financial Review discussing how Avita Medical’s spray-on skin product is revolutionising care for burn patients. Carrie draws on Joseph’s comment that they are right on path with the reimbursement area. Read here.
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December 5, 2019

Avita on Mad Money

By Roger Montgomery

Sometimes value is visible in plain sight. Avita Medical’s (ASX: AVH) RECELL technology solution for burns patients represents the commercialisation of the invention of West Australian, Fiona Wood.
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December 5, 2019

Money News 04.12.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to discuss why unconventional monetary policy options haven’t really worked to stimulate the economy. Should we have had a recession instead?
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December 4, 2019

ABC Nightlife – stock markets fall

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses market outlooks following the dismal day on Tuesday, with the Australian share marketing dropping more than 2 per cent and every company in the top 50 declining. Listen here.
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November 29, 2019

Seven questions with Roger Montgomery

By Roger Montgomery

William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.
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November 28, 2019

Money News 26.11.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to discuss the looming trouble for Australia’s big four banks. There will be a lot of remediation costs, lower return on equity and potentially a credit event and a lot of defaults. So where and how do we find better opportunities?
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November 21, 2019

Money News 19.11.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to dissect the retail sector. The worse economic figures look, the better the stock market. How does this work? Consumer discretionary stocks are up 29 per cent calendar year to date, but retail conditions are particularly tough.
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