In this interview with Ausbiz Roger discusses two companies we believe have bright prospects ahead including Transurban (ASX:TCL) and Alliance Aviation services (ASX:AQZ). Roger emphasizes Transurban’s ability to secure substantial debt at very low rates, with 96.8 per cent of its debt book having interest hedging in place.
Millie Murio published an article in The Sydney Morning Herald discussing the current drought in initial public offerings (IPOs) over the past few months. Millie draws on Roger’s view and how this is impacting investors.
In this interview with Ausbiz Roger shares his views on the current economic landscape and its effect on interest rates. Markets typically boom in the early stages of a recession and recover as people begin to look towards the future. Will small caps begin to outperform large caps and will growth companies catch up to defensives?
Roger joined Philip Clark on ABC Nightlife to discuss the Reserve Bank giving mortgage borrowers a reprieve, if only temporarily, by leaving interest rates on hold at the April board meeting. After ten consecutive rate rises, the RBA opted to wait and see how the economic data plays out amid early signs that the increase in rates so far is starting to weigh on consumer spending and lower inflation. What is predicted further ahead for the economy?
In this interview with Ausbiz Roger discusses why it is important for investors to go for growth rather than yield, because the pursuit of growth will produce a better yield too.
In this article for Firstlinks Roger discusses the current U.S. regional banking industry crisis. Many investors are concerned SVB and Credit Suisse are the 2023 equivalent of Bear Stearns and Lehman Brothers, the 2008 poster children of the GFC. However, fears of a repeat are misplaced for several reasons.
Roger joined Ausbiz to discuss the ripples that have been sent through the global financial system from the instability in U.S. and European banks. How high is the risk of contagion, is it over stated? Find out why Roger believes the problems seen with Silicon Valley Bank and Signature Bank are unique to the individual banks.
Roger joined Philip Clark on ABC Nightlife to discuss what to make of the Silicon Valley Bank collapse. Since 2008 banks have been operating in a world of ultra-low interest rates and periodic injections of electronic cash from central banks. What are the ramifications on our world markets?
Roger joined Ausbiz to discuss the significance of real interest rates on markets, real rates measure your purchasing power or the change in your purchasing power. At the moment the fear is real rates could turn positive.
With an inflation rate of 6.4 per cent, the U.S. economy is still experiencing inflation, making Gold, Real Estate, Commodities and high fixed cost, cyclical producers investments worthy of consideration. But that inflation rate is coming down. It’s not uncommon for markets to fall amid fear an ‘event’ might occur and then rally when the event does occur. In my conversation with ausbiz we cover how the U.S. economy is growing, which means we are on the right-hand, ‘boom’, side of the matrix.
Roger joined Philip Clark on ABC Nightlife to discuss whether historical trends and precedents can help guide you in the future. Discussing the issues weighing on financial markets and if there could be a bull market happening this year. In the very worst years, when the market fell between 30-50 per cent, after those years what we find is that the pendulum then swung almost completely the other way.