Back to Equities? We never left!!
In this special ‘Bonds vs Equities’ edition of Sky Business’ Your Money Your Call (broadcast 8 February 2013), Roger provides his insights into why the so-called rotation back to equities is a fallacy for value investors, and in discussion covers a broad range of topics including:-
– Inflation Linked bonds
– The likelihood of a GFC Part 2
– The impact of the new prevalence of SMSFs
– and the performance of specific stocks including ARB Corporation, QBE and Sydney Airport
Watch here.
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.
