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Stayer’s secrets: Mercer’s top fundie
Sean Sequeira
July 26, 2023
Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6 per cent per annum, compared to the ASX 100 Accumulation Index which returned 7.8 per cent per annum. continue…
by Sean Sequeira Posted in Editor's Pick, In the Press, Montgomery News and Updates, On the Internet.
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Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
Roger Montgomery
June 27, 2023
Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain. Read here: Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
by Roger Montgomery Posted in Editor's Pick, In the Press, On the Internet.
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Why stocks in this sector are near an inflection point
Sean Sequeira
June 7, 2023
Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet. Read here: Why stocks in this sector are near an inflection point
by Sean Sequeira Posted in On the Internet.
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AI stocks: have you missed the buying boom?
Roger Montgomery
June 2, 2023
I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world. Watch the interview: AI stocks: have you missed the buying boom?
by Roger Montgomery Posted in On the Internet, TV Appearances.
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The Australian’s Money Cafe: why Aussie small cap stocks are ready to rebound
Roger Montgomery
April 28, 2023
Roger joined James Kirby on The Australian’s Money Cafe podcast to discuss a green light for small caps, the dangers of ‘over contributing’ to super, why the ASX is reasonable value just now and whether we should worry about US banks.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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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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How an IPO drought and consolidation are hitting retail investors
Roger Montgomery
April 17, 2023
Millie Murio published an article in The Sydney Morning Herald discussing the current drought in initial public offerings (IPOs) over the past few months. Millie draws on Roger’s view and how this is impacting investors. Read the article: How an IPO drought and consolidation are hitting retail investors
by Roger Montgomery Posted in On the Internet.
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Ausbiz: Looking for growth
Roger Montgomery
April 11, 2023
In this interview with Ausbiz Roger shares his views on the current economic landscape and its effect on interest rates. Markets typically boom in the early stages of a recession and recover as people begin to look towards the future. Will small caps begin to outperform large caps and will growth companies catch up to defensives? Watch the interview: Looking for growth with Roger Montgomery
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Crisis, contagion or QE? The bigger picture
Roger Montgomery
March 30, 2023
In this article for Firstlinks Roger discusses the current U.S. regional banking industry crisis. Many investors are concerned SVB and Credit Suisse are the 2023 equivalent of Bear Stearns and Lehman Brothers, the 2008 poster children of the GFC. However, fears of a repeat are misplaced for several reasons. Read the article: Crisis, contagion or QE? The bigger picture
by Roger Montgomery Posted in On the Internet.
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Ausbiz: Risk of bank contagion in Australia overrated
Roger Montgomery
March 24, 2023
Roger joined Ausbiz to discuss the ripples that have been sent through the global financial system from the instability in U.S. and European banks. How high is the risk of contagion, is it over stated? Find out why Roger believes the problems seen with Silicon Valley Bank and Signature Bank are unique to the individual banks.
Watch the interview here: Risk of bank contagion in Australia overratedby Roger Montgomery Posted in On the Internet, TV Appearances.
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From boom to bust: how rising real rates could impact the stock market
Roger Montgomery
March 10, 2023
Roger joined Ausbiz to discuss the significance of real interest rates on markets, real rates measure your purchasing power or the change in your purchasing power. At the moment the fear is real rates could turn positive. Watch: From boom to bust: how rising real rates could impact the stock market
by Roger Montgomery Posted in On the Internet, TV Appearances.
