Editor’s Pick
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MEDIA
Roger Montgomery shares his insights on the Australian market and advice for new investors
Roger Montgomery
June 2, 2021
Roger joined Grady Wulff from Grafa at the Australian Shareholder’s Association Conference to discuss the outlook for Australian markets over the next 12-months and why buy now pay later stocks don’t meet our quality hurdles.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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MEDIA
Ausbiz: Value vs. growth: Two sides of the same coin with Equity Mates
Roger Montgomery
May 27, 2021
Roger joined Alec Renehan and Bryce Leske on AusbizTV to discuss current markets. Are we in a stockmarket bubble? I don’t think so. Current and intermittent weakness in the share prices of high-quality companies with bright long-term growth prospects should be seen as a classic opportunity where stocks have become mispriced.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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MEDIA
Equity Mates – Why markets are expensive at the moment
Roger Montgomery
May 26, 2021
Roger joined Alec Renehan and Bryce Leske on Equity Mates to discuss how inflation may impact your portfolio. Inflation is the buzz word of 2021. As an investor should you be worried? Some economists warn that inflation is about to rear its head. But other financial experts are pushing back, saying concerns about inflation are overdone.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Why the Kogan share price has tanked
Roger Montgomery
May 24, 2021
Online retailer, Kogan (KGN:ASX), was one of the standouts during the COVID lockdown, and its share price soared during 2020. But, with many of us heading back to work, there is now less need to spend our days shopping online. This has resulted in ballooning inventories and a plummeting share price. And it’s not the only e-tailer feeling the pinch. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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MEDIA
ABC Nightlife – rising inflation
Roger Montgomery
May 20, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss how U.S. stocks hit a one-month low on Tuesday as speculation that rising inflation pressure could prompt interest rate hikes. Technology stocks were among the biggest losers, mirroring a sell-off in China, where talk of tighter regulation sent technology shares sliding. With current and intermittent weakness in the share prices of high quality companies, is this a buying opportunity? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Raiz pioneers micro investing for new class of investors
David Buckland
May 20, 2021
Founded by our good friend George Lucas in 2016, and listed on the ASX in June 2018, Raiz Invest Limited (ASX: RZI) has a market capitalisation of around $140 million and is the mobile-first platform and app that focuses on millennials to automatically invest and save. The company has been steadily growing its funds under management and has recorded an 82 per cent increase in the year to April 2021 to $738 million. continue…
by David Buckland Posted in Companies, Editor's Pick.
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Have we reached peak economy?
Roger Montgomery
May 11, 2021
As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. Federal Reserve Chairman, Jerome Powell, thinks the current spike is transitory. Time will tell if he’s right. But whether it’s transitory or persistent, inflation will impact stock market returns. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Where to next for Reliance Worldwide?
Joseph Kim
May 10, 2021
In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. continue…
by Joseph Kim Posted in Editor's Pick, Video Insights.
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Take advantage of inflation fears
Roger Montgomery
May 7, 2021
Fear of reemergent inflation peaked earlier this year, coinciding with a surge in US ten-year bond rates to 1.745 per cent at the end of March. While bond rates have eased slightly (now 1.61 per cent) they remain persistently and materially higher than at any time in 2020. Part of the reason remains lingering concerns about inflation. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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For the Australian economy, it’s full steam ahead!
Roger Montgomery
May 4, 2021
Compared to most other major economies, Australia is now in a sweet spot. After breezing through the COVID-19 pandemic, economic growth is above expectations, unemployment is low, and the outlook for business is incredibly positive. If you add low rates and ongoing government support to the mix, it all adds up to a rosy near-term outlook. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
