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Ausbiz: How to separate yourself from the market’s distracting noise?
Roger Montgomery
February 17, 2023
With an inflation rate of 6.4 per cent, the U.S. economy is still experiencing inflation, making Gold, Real Estate, Commodities and high fixed cost, cyclical producers investments worthy of consideration. But that inflation rate is coming down. It’s not uncommon for markets to fall amid fear an ‘event’ might occur and then rally when the event does occur. In my conversation with ausbiz we cover how the U.S. economy is growing, which means we are on the right-hand, ‘boom’, side of the matrix.
Watch: How to separate yourself from the market’s distracting noise?by Roger Montgomery Posted in On the Internet.
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ABC The Business: Can the stock market rally continue?
Roger Montgomery
February 10, 2023
Roger joined Kathryn Robinson on ABC The Business to discuss current market conditions. With sharemarkets rallying around the world, does this make economic sense and can the rally be sustained? Meanwhile, predictions of recession leave investors in fear about company earnings growth.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Ausbiz: In the markets, last year’s losers are this year’s winners
Roger Montgomery
February 9, 2023
The Australian market was dragged higher in January by roaring global markets. It has really been a case of last year’s losers being this year’s winners. By way of example US-listed Facebook’s peak-to-trough drawdown described a fall of 76 per cent. Facebook shares rose 55 per cent in January. However, I am not too excited, Facebook shares are still down 52 per cent from their high. Watch: In the markets, last year’s losers are this year’s winners
by Roger Montgomery Posted in On the Internet.
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ASX consumer discretionary stocks: Broker views and a fundie’s top pick
Sean Sequeira
January 9, 2023
Glenn Freeman published an article in Livewire Markets discussing what lies ahead for the consumer discretionary sector in the year ahead. Australian Eagle’s Sean Sequeira says there is a good reason that some stocks in the sector currently look cheap and many of these share prices don’t align with where they’ll be 12 months from now. Read the article: ASX consumer discretionary stocks: Broker views and a fundie’s top pick
by Sean Sequeira Posted in On the Internet.
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David Jones $100m sale to Anchorage Capital Partners reflects declining value of department stores, analysts say
Roger Montgomery
December 21, 2022
Rhiana Whitson published an article for ABC News discussing the sale of David Jones at a massively discounted price. So what’s next for David Jones? I think department stores like David Jones will continue to face challenges as online competitors take their market share. Retail spending is set to drop off next year as interest rates bite. Read the article: David Jones $100m sale to Anchorage Capital Partners reflects declining value of department stores, analysts say
by Roger Montgomery Posted in On the Internet.
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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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What the private credit boom means for investors
Roger Montgomery
November 24, 2022
In this article for Firstlinks Roger discusses the Private credit asset class. Your bank has been lending to SMEs for a century and now they’re pulling back, opening the opportunity for others, previously you had to own bank shares to see some of the returns from SME lending. Private credit funds now provide direct access to this income stream and growing asset class. So what should investors look for? Read: What the private credit boom means for investors
by Roger Montgomery Posted in On the Internet.
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Oil, shares and Australian dollar rally as growth to the rescue
Roger Montgomery
November 15, 2022
Vesna Poljak published an article in the Australian Financial Review discussing how US CPI came in at a lower-than-expected annual increase of 7.7 per cent in October, a better outcome than forecast by economists. Vesna draws on Roger’s thoughts on how bull markets tend not to be sustained when rates are still rising. Read the article: Oil, shares and Australian dollar rally as growth to the rescue (paywall)
by Roger Montgomery Posted in On the Internet.
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How to be an investor in the ETF and managed fund worlds
Roger Montgomery
November 9, 2022
Rod Myer published an article in The New Daily discussing why investing in an ETF is not a magic formula for success. Rod draws on Roger’s thoughts on why you want to be investing in a theme that is unpopular or when investing overall is unpopular. Read the article: How to be an investor in the ETF and managed fund worlds
by Roger Montgomery Posted in On the Internet.
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Iron ore tumbles on China woes despite robust outlook
Sean Sequeira
November 7, 2022
Lachlan Buur-Jensen published an article in The Inside Investor discussing why iron ore prices have fallen to levels not seen since the onset of the pandemic as global steel demand, particularly from China, begins to waver. Lachlan draws on Sean Sequeira’s thoughts on the longer-term outlook amid increasing inflation pressures and his view on Rio Tinto. Read the article: Iron ore tumbles on China woes despite robust outlook
by Sean Sequeira Posted in On the Internet.
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Is this time different?
Roger Montgomery
October 13, 2022
As nabtrade celebrates its 10th birthday this month, they have created an exclusive investment series for their clients. In this piece I share an article on why this is a time for investors to rejoice rather than despair. Hear my words for investors in volatile times. Read: Is this time different?
by Roger Montgomery Posted in On the Internet.
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