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MEDIA
The average superannuation fund lost $4,000 last month, but experts say ‘now is not the time to panic’
Roger Montgomery
February 2, 2022
Nassim Khadem published an article in ABC News questioning whether double digit returns for Australian super accounts will still be possible with the market sinking and interest rates expecting to rise. Nassim draws on Roger’s view that we will definitely have years in the future where investors enjoy double digit returns but maybe not in 2022. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Will 2022 be the year for quality companies?
Roger Montgomery
February 2, 2022
In this article for Firstlinks Roger discusses why he believes 2022 will reinforce the idea that the performance of equities, especially growth equities, innovative companies, and those with pricing power, during periods when deflation (consecutive years of lower rates inflation) coincides with economic growth has been consistently strong. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Fast Five by Fear and Greed
Roger Montgomery
January 22, 2022
Roger joined Sean Alylmer and Michael Thomson on the Fear and Greed podcast to discuss what to expect from the large cap stocks this year. Large caps are often household names – is that a good or bad thing? Many people assume the bigger companies are safer, but some of these larger companies have to make acquisitions in order to provide decent returns.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
‘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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