Investor Insights

October 17, 2022

Fear and Greed: Three scenarios that could kickstart a bull market

By Roger Montgomery

Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss current market conditions. There’s plenty of negativity in the market right now, with a real risk of recession in the U. S. and in Europe as interest rates rise to combat inflation. But what does this mean for investors?
October 13, 2022

Is this time different?

By Roger Montgomery

As nabtrade celebrates its 10th birthday this month, they have created an exclusive investment series for their clients. In this piece I share an article on why this is a time for investors to rejoice rather than despair. Hear my words for investors in volatile times.

September 14, 2022

ABC Nightlife: Will rate rises curb an Australian recession?

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife to discuss whether interest rates will succeed in staving off a recession and how much of an impact we can expect on house prices. Today, CPI inflation has risen to 6. 1 per cent and underlying inflation is 4. 9 per cent. These are the highest rates in many years.
September 13, 2022

ABC The Business: Corporate Australia's report card

By Roger Montgomery

Reading between the spreadsheet lines, the annual earnings season has given a few hints of what is to come for corporate Australia and the broader economy over the next year. The annual results of Australia’s top 200 listed companies is a scorecard of how they performed over the last 12 months, as well as what they’re hoping to achieve for the year ahead. Every reporting season has a few losers.

September 8, 2022

The Inside Investor: Earnings Season

By Roger Montgomery

Australia’s largest companies rebounded strongly after two years of pandemic interruption, achieving a 56. 3 per cent uplift in aggregate statutory profits over FY22.
September 5, 2022

Fear and Greed: Winners and losers from reporting season

By Roger Montgomery

With earnings season over, it’s a good time to look at the winners, the losers, and the themes affecting investors. But markets are forward-looking, and as the free money era rolls over, investors are cautious on the outlook. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors.
August 26, 2022

The travel stock flying into unknown territory

By Roger Montgomery

David Thornton interviews Roger Montgomery on Flight Centre’s recent results. The result shows the ongoing impact that COVID has had on the travel sector with the business reporting a loss of $287.2 million for the year ended June 30 from the previous year’s $433.5 million shortfall. Roger discusses more of the result and also whether he would  buy, hold or sell Flight Centre.

August 23, 2022

Australian Eagle team to join Montgomery IM

By Roger Montgomery

Jamie Williamson published an article in Financial Standard discussing Montgomery’s new partnership. Sean Sequeira from Australian Eagle says “We’re a great fit with Montgomery and are delighted to be entering into our partnership. Montgomery enjoys deep investor and industry relationships, expertise in managing funds which are available to retail investors and a trusted brand that has been well earned through its long-term focus on meeting clients’ needs.”

August 23, 2022

Australian Eagle investment team set to join Montgomery

By Roger Montgomery

Jon Bragg published an article in Investor Daily discussing Montgomery’s and Australian Eagles new partnership. The partnership, which will commence on 12 September, will see Australian Eagle’s six-person team, led by CIO Sean Sequeira and senior portfolio manager Alan Kwan, managing Montgomery’s Australian domestic large-cap equities portfolios.

Funds

View all funds