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What these top fund managers learnt in 2021/22
Roger Montgomery
July 4, 2022
Hans Leee published an article in Livewire where I share what I have learnt after such an unprecedented and remarkable year for markets. Read my thoughts and why I am being patient during this market turmoil. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
‘Dip your toe back in’: Expert reveals why he’s buying ASX shares now
Roger Montgomery
June 27, 2022
Tony Yoo published an article in The Motley Fool discussing whether or not now is the time to be buying? Talking to brokers, other fund managers and economists, I don’t find many people who are very bullish at all. In fact, most of them expect another leg lower in the stock market. For me, that starts to become optimistic because if everyone’s already bearish, there’s not many others left to become bearish. Read here.
by Roger Montgomery Posted in On the Internet.
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Why Roger Montgomery thinks the time is right to jump in
Roger Montgomery
June 24, 2022
Ishan Dan published an article in Inside Investor discussing whether or not now is a good time to invest. Ishan draws on Roger’s view that investors have a far better chance of making attractive returns by buying quality stocks. On condition that these businesses grow their earnings. Stock market falls may just be the rational price investors in equities and managed funds have been waiting for. Read here.
by Roger Montgomery Posted in On the Internet.
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‘Double whammy’: Super funds are set for their worst year since the GFC
Roger Montgomery
June 21, 2022
Clancy Yeates published an article in the Sydney Morning Herald to discuss why the typical super fund will fall by 5% so far this financial year. Australia’s sharemarket had been a relatively strong performer in the early part of this year, but since the start of June it has tumbled about 10%. Read here.
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Buy now, pay later companies on the brink as bad debts and interest rates rise
Roger Montgomery
June 21, 2022
In this article for the ABC Rhiana Whitson discusses the buy now, pay later stocks such as Afterpay and Zip which have tumbled in response to the many problems the sector is facing. A perfect storm of rising interest rates, bad debts, a crowded marketplace and looming regulation has critics saying the glory days are over for the sector. Read here.
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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MEDIA
My shares have plunged 40% but I’m buying like there’s no tomorrow: fundie
Roger Montgomery
June 9, 2022
Tony Yoo published an article in The Motley Fool questioning whether now is the time to buy or is there more pain to come for investors? Tony draws on Roger’s thoughts which you can read here.
by Roger Montgomery Posted in On the Internet.
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How much will rising inflation hit company valuations?
Roger Montgomery
June 8, 2022
In this article for Firstlinks Roger discusses how history provides a reasonable guide as to what to expect for equities after a recession and amid rising bond yields. Bond interest rates have an impact on the price of all long-duration assets. Typically, the early stage of rising bond yields reflects optimism about accelerating economic growth and improving business conditions. This is a positive for equity markets generally. Read here.
by Roger Montgomery Posted in On the Internet.
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Buy Hold Sell: 5 Aussie small caps to weather the storm
Gary Rollo
June 3, 2022
Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss the small caps that could offer exciting upside while remaining resilient through market cycles. The S&P/ASX Small Ordinaries is down nearly 16 per cent year to date, while the ASX200 is only down 3.6 per cent. Here are the small caps to watch.
by Gary Rollo Posted in On the Internet, TV Appearances.
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Buy hold sell: The small-cap sectors to avoid (and where to invest)
Gary Rollo
May 31, 2022
Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.
by Gary Rollo Posted in On the Internet, TV Appearances.
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2 ASX shares experts think have sold off too much
Gary Rollo
May 30, 2022
Tony Yoo published an article in the Motley Fool to discuss two stocks that have seen their value plummet even though the underlying businesses have not changed and draws on Gary’s view that Symbio Holdings has been unjustly sold off. Read here.
by Gary Rollo Posted in On the Internet.
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