ABC Newcastle Mornings
In this week’s interview with Paul Turton on ABC Newcastle radio, I discussed how central banks are carefully steering economies towards a soft landing. The reporting season revealed that some retailers, like Harvey Norman (ASX: HVN), are losing market share to better-performing competitors. Meanwhile, businesses such as Cash Converters (ASX: CCV) are seeing revenue growth as more individuals pawn items to manage the rising cost of living. Traditional banks, constrained by tighter post-GFC lending restrictions, face challenges in addressing the $400 billion funding gap for small and medium-sized businesses, driving growth in private credit.
You can listen to my interview at 40:00 here: ABC Newcastle: Mornings with Paul Turton
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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