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ABC Nightlife: Inflation, Bitcoin and the global shortage of urea
Roger Montgomery
December 16, 2021
Roger joined Suzanne Hill on ABC Nightlife for the final episode of 2021 to discuss the challenges and highlights of the investing year, covering the impact of rising inflation and constrained supply chains and why the latest shortage of urea is something investors need to be aware of. Listen here.
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ABC Nightlife – what does rising inflation mean?
Roger Montgomery
November 17, 2021
I joined Phil Clark on ABC Nightlife to discuss what the rise in inflation rates in the US mean for Australia. Inflation figures in the US are the highest they have been in 30 years, but in reality when you dissect what is going on with the inflation rate in the US and the rest of the world you realise that the factors that have led to the spike are already turning down. Listen here.
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ABC Nightlife – Have all the easy gains been made?
Roger Montgomery
October 6, 2021
I joined Phil Clark on ABC Nightlife to discuss the slowdown in markets and share my take on the outlook for asset prices over the next few months with a slowing economic growth rate. So far 2021 has given investors plenty to be happy about. After the September slowdown, have the easy gains all been made? Listen here.
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ABC Nightlife – Will the optimism continue?
Roger Montgomery
July 28, 2021
The Australian market has had a fantastic start to the week with some big gains in blue chip banks, mining giants and Telstra. While share prices are climbing consumer confidence is doing the opposite, so what is driving the optimism in markets? Roger joins Phil Clark on ABC Nightlife to discuss. Listen here.
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ABC Nightlife – investments and global markets
Roger Montgomery
June 24, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the bullish conditions for equities will continue into 2022. If inflation fears and fears about interest rates going up take hold, it could cause markets to stall. Although Roger believes that long term we will be in a world of lower inflation and wage growth. Listen here.
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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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.
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ABC Nightlife – temporary spike in inflation
Roger Montgomery
April 28, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss the current state of the economy and markets. Equity markets have enjoyed a solid start to the year with Australian shares up this year around 6 per cent and US shares up around 10 per cent. What are the best sectors of the market to focus on? And will we see a temporary spike in inflation? Listen to the full interview here.
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ABC Nightlife – Style rotation in markets
Roger Montgomery
March 10, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to talk about recent stock market activity, with the tech names down, responding negatively to rising bond yields. One of the largest market rotations over the past 20 years is upon us. Growth stocks outperformed at the beginning of the year, driven by record low interest rates and the pandemic-induced shift online. Now, as the vaccine rollout gatherers steam, value is back in focus and those stocks that struggled are clawing back gains. Listen to the full interview here.
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ABC The Business – AMP returns to profit but can the company revive its reputation?
Roger Montgomery
February 16, 2021
AMP’s plan to be bought out has been thrown into disarray after Ares Management withdrew its takeover bid. The market has subsequently materially downgraded earnings for 2021 and 2022. In this interview with The Business on ABC you can hear my comments on AMP’s three-year turnaround strategy and its future following its plan to be bought out being thrown into disarray after Ares Management withdrew its takeover bid. Read here.
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ABC Nightlife – 0.1% cash rate until 2024
Roger Montgomery
February 3, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss the Reserve Bank of Australia’s decision to keep the record low cash rate of 0.1 per cent unchanged until at least 2024 and extending its bond-buying program. Will the extended quantitative easing drive share markets higher? Listen here.
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