On the Internet
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Equity Gals: Roger’s views on markets, the metaverse and NFTs
Roger Montgomery
December 14, 2021
Roger joined Amie Baker and Giulia Colaci on Equity Gals to discuss market expectations, thoughts on inflation, the metaverse and NFTs. Roger also discusses the importance of finding good businesses that are creating value when investing.
by Roger Montgomery Posted in On the Internet, Podcast Channel
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Inflation-scare headlines don’t tell the whole story
Roger Montgomery
December 8, 2021
Fergus Halliday published an article in nestegg discussing inflation and draws on Roger’s views that inflation is a structural feature of the modern Australian economy and it could be a distant memory 12 months from now. Read here.
by Roger Montgomery Posted in On the Internet
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Headlines don’t tell the whole story on inflation
Roger Montgomery
December 8, 2021
Fergus Halliday published an article in Investor Daily discussing inflation and draws on Roger’s views that investors worried about rising inflation in the global economy shouldn’t forget about the potential upside. Read here.
by Roger Montgomery Posted in On the Internet
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Ausbiz with Equity Mates: Predictions for 2022
Roger Montgomery
December 6, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities. Find out why in this interview. Listen here.
by Roger Montgomery Posted in On the Internet, TV Appearances
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Inflation remains transitory due to strong long-term trends
Roger Montgomery
December 2, 2021
In this article for Firstlinks Roger discusses why investors are right to be concerned about the consequences of higher interest rates. Large accumulated levels of global debt along with continued money printing have some people spooked. But it is important to distinguish fears from realities. Read here.
by Roger Montgomery Posted in On the Internet
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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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How fundies are reacting to Omicron
Roger Montgomery
December 1, 2021
Ally Selby published an article in Livewire questioning whether Omicron is actually worthy of investors’ attention? What could it mean for rate rises, inflation, government stimulus, and ultimately, markets? And should investors pivot their portfolios in light of recent developments? Read my thoughts and other fund managers here.
by Roger Montgomery Posted in On the Internet
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‘This is serious’: Markets on alert as Omicron variant spreads
Roger Montgomery
November 30, 2021
Lucy Dean published an article in Yahoo Finance discussing the impact the new Coronavirus Omicron variant will have on markets. Lucy draws on Roger’s thoughts that there are two important questions – is the variant more deadly? And will the current vaccines still prevent severe illness or death? Read here.
by Roger Montgomery Posted in On the Internet
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8 money experts reveal the financial gift they’d like to receive this Christmas
Roger Montgomery
November 29, 2021
Maria Bekiaris published an article in Money Magazine which asks eight experts to reveal what they would like to see in their Christmas stocking this year. Read here.
by Roger Montgomery Posted in On the Internet
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Fear and Greed: the investor’s guide to inflation
Roger Montgomery
November 25, 2021
Roger joined Sean Alylmer on the Fear and Greed podcast to discuss the biggest unknown for markets at the moment – inflation and what this means for interest rates. Roger believes the Fed is right to say that this current bout of inflation is transitory and it will in fact pass.
by Roger Montgomery Posted in On the Internet, Podcast Channel
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Polen’s Rob Forker answers who are the most patient investors
Polen Capital
November 11, 2021
While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk. continue…
by Polen Capital Posted in On the Internet, Polen Capital
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