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Ausbiz: Why Roger is underweight consumer discretionary

Ausbiz: Why Roger is underweight consumer discretionary

The market is split on the investment case for consumer discretionary stocks. On the one hand, rate rises are designed to cool demand, and squeeze household cash flows and balance sheets. On the other hand, the labour market is strong, incomes are high, and people have savings buffers to draw upon. Roger joins Ausbiz to discuss the signs across the domestic and international economies that consumer demand is about slow. Watch: Why Roger is underweight consumer discretionary


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.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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