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MEDIA
Fear and Greed: Midway through earnings season, here’s what you need to know
Roger Montgomery
August 21, 2023
In this episode of The Fear and Greed Podcast, I had the pleasure of joining Jennifer Duke to dissect the current state of earnings season. As we find ourselves at the halfway point, we take a closer look at the prevailing market trends and the intricate factors that are shaping the outcomes reported by various companies. The past week witnessed significant players in the market sharing their results, some with mixed performance, setting the stage for what promises to be another eventful week. Amidst this dynamic environment, I discuss my observations on stocks that have captured my attention, including car sales, Nick Scali, and JB Hi-Fi.
by Roger Montgomery Posted in Podcast Channel.
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MEDIA
Ausbiz – Is it time to take some risk off the table?
Roger Montgomery
August 11, 2023
In 2023, I’ve seen a cautious start turn into a resilient market rally. Global inflation peaked, impacting innovative growth stocks and overall economic growth. Jerome Powell’s confidence in a gradual economic slowdown shifts recession views, yet risks remain including exuberant rallies, job concerns, and potential negative earnings growth triggering investor profit-taking. The tight margin between corporate bond yields and the Fed Funds rate raises worries of a market sell-off. Amidst this, I spot potential in small-cap opportunities and foresee a shift from the current disinflation and growth narrative. Watch the Interview: Is it time to take some risk off the table?
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Ausbiz – Private credit outclassing the asset classes?
Roger Montgomery
August 4, 2023
In this interview with Ausbiz, I share my insights into asset allocation, the significance of diversification for investors, and the role of private credit in these contexts. I discuss that there is no asset class that consistently outperforms others. And I also investigate the stability of private credit despite challenging economic climates. Watch the Interview: Private credit outclassing the asset classes?
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Ausbiz – Why it’s the best time to buy small caps!
Roger Montgomery
July 27, 2023
In this podcast with Ausbiz, I’m excited to share my insights on the slowing inflation rate, which could lead to a pause in interest rate hikes by the Federal Reserve. Drawing from past experiences, I predict that our current economic downturn won’t be as severe, giving us hope for a smoother recovery. I also discuss the impressive 30 per cent surge in Nasdaq’s performance and why small cap stocks look promising in the coming year. Plus, don’t miss my thoughts on the potential of Macquarie Technology Group (ASX:MAQ) in the cloud and artificial intelligence (AI) sector. Watch the interview
by Roger Montgomery Posted in TV Appearances.
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MEDIA
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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MEDIA
ABC Nightlife: Latest News in Finance
Roger Montgomery
July 26, 2023
Roger Montgomery, Chief Investment Officer joined Philip Clark to discuss the latest financial news. This week’s focus is on the ‘mortgage cliff’ and the impact it’s having, along with an explanation of ‘disflation,’ a term currently circulating in equities markets. Additionally, they explore the growing accessibility of private credit investment for small investors. Listen to the podcast here: ABC Nightlife 25 July 2023
by Roger Montgomery Posted in Radio.
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Fear and Greed: The stocks that impressed this investor in FY23
Roger Montgomery
July 4, 2023
I joined Sean Aylmer on The Fear and Greed Podcast to discuss the performance of different sectors and companies over the past year. The first half of the fiscal year saw a compression in P/E ratios for small and large companies due to fears of recession and persistent inflation. In the second half, only a few mega-cap global companies, drove market growth, while the rest remained relatively flat. Do undervalued small-cap companies have potential for growth?
by Roger Montgomery Posted in Podcast Channel.
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MEDIA
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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MEDIA
Ausbiz: Unmasking the Mortgage Cliff
Roger Montgomery
June 23, 2023
I joined Ausbiz to discuss how high inflation and global recession fears are impacting markets and the economy. I also share my perspective on the potential mortgage cliff for Australians and explain how aggregate numbers can sometimes conceal individual-level issues, and that marginal consumers often dictate the outlook for firms and their performance. Watch the interview: Unmasking the mortgage cliff
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Ausbiz: AI – a bubble or the real deal?
Roger Montgomery
June 16, 2023
I joined Ausbiz to discuss artificial intelligence (AI) and why investors should take a step back and consider how companies will monetise AI to create a real secular trend. Will we see a bubble if revenue fails to materialise? Watch here: AI – a bubble or the real deal?
by Roger Montgomery Posted in TV Appearances.
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