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Gary Rollo joined James Marlay and Josh Clark on Livewire‘s Buy Hold Sell to discuss growth stocks that have been punished and are now discounted including IDP Education, Pro Medicus, City Chic Collective and two stocks that have been oversold and now look attractive. 

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by Gary Rollo Posted in On the Internet, TV Appearances.

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Montgomery Investment Management will now distribute the Aura High Yield SME Fund on behalf of Aura Funds Management. The fund, which will be offered to wholesale investors, is a diversified portfolio of SME loans, 36% of which are in the agricultural sector. The weighted average loan is just shy of $145,000 with an average duration of four months. Read Jamie Williamson’s article here.

by Roger Montgomery Posted in On the Internet.

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Roger joined Gemma Dale on the nabtrade podcast Your Wealth  to discuss how seriously we need to be taking rising inflation and which sectors for investors have the greatest potential. A lot has changed in markets this year and Roger thinks the most important switch has been the change in short-term inflation expectations and central banks starting the rate hikes. House prices are falling and business and consumer confidence are taking a hammering. Yet, at the same time, inflation is high and the employment rate is low.  

by Roger Montgomery Posted in On the Internet, Podcast Channel.

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Ishan Dan published an article in The Inside Investor to discuss the world’s transformation to become sustainable. Ishan draw’s on Roger’s thoughts that the global electric vehicle market is forecast to grow 10-fold by 2025 and 50-fold by 2030. Read here. 

by Roger Montgomery Posted in On the Internet.

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In this video for Ausbiz Roger discusses what happens to markets during wars. Surprisingly, war is not really the nemesis of the stock market many fear it to be. A research conducted in 2015 found that stock prices tend to decline in the pre-war phased and recover when war commences. Watch here.

by Roger Montgomery Posted in On the Internet, TV Appearances.

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Rod Myer published an article in The New Daily discussing how markets went into panic on Thursday when Russia expanded its invasion of Ukraine, but then bounced back a day later. Rod shares Roger’s thoughts on how much of an impact wars have on share markets in the long term. Read here.

by Roger Montgomery Posted in On the Internet.

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Tony Yoo published an article in Motley Fool to discuss the impacts wars have on stock markets. Tony draws on Roger’s view that if you analyse past military conflicts it is evident that these situations didn’t wreak permanent damage to stock portfolios. Read here.

by Roger Montgomery Posted in On the Internet.

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In this video for Ausbiz Roger discusses how during the last four decades, whenever inflation or interest rates have risen, the multiple of earnings investors have been willing to pay for a share in a company has declined he indicates. Find out what sectors Roger believe will be outperform over the next 12 months. Watch here.

by Roger Montgomery Posted in On the Internet, TV Appearances.

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Tony Yoo published an article in The Motley Fool discussing IDP Education’s share price and why Roger believes the depression is temporary. Read here. 

by Roger Montgomery Posted in On the Internet.

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Brooke Cooper published an article in The Motley Fool discussing some companies on the ASX 200 which experts think are a buy right now. Brooke comments on Roger’s thoughts that there are now some beaten-down tech shares investors could take advantage of this year. Read here.

by Roger Montgomery Posted in On the Internet.

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