Media Room

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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In this interview on Ausbiz Roger covers why Private Credit is a great addition to investors’ portfolios. Private credit is one-way businesses raise capital. Access to finance is essential for SME growth and unlike private equity, where investors contribute funds in exchange for a shareholding in the business, in private credit, investors provide loans and receive interest payments in return. Watch: Why you should add Private Credit to your portfolio

by Roger Montgomery Posted in TV Appearances.

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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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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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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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In this interview on Ausbiz  I discuss how sentiment towards the stock market is forever changing. Growth is slowing globally. Climate change continues to devastate communities, exacerbating energy and food shortages in Europe and across the world. The result is investors being overcautious in their decisions now. Watch: Time for a back to basics investing lesson

by Roger Montgomery Posted in TV Appearances.

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Roger joined Philip Clark on ABC Nightlife to discuss the factors making investors feel anxious in the current climate. Interest rates will be rising for the foreseeable future and the Reserve Bank of Australia governor, Philip Lowe, said the RBA will not hesitate in making higher increases than predicted if inflation does not begin to drop. Expectations are for the U.S. Federal Reserve to impose another interest rate rise of 0.75 percentage points at their meeting this Wednesday. For investors, Roger and Phil discuss timeless investment lessons learnt over the years, including why sustained market success comes from thinking like the owner of a business.

Why investors need to get back to basics when it comes to investing:
Listen to the podcast here: ABC Nightlife 1 November 2022

by Roger Montgomery Posted in Radio.

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In this week’s video insight IMDEX’s (ASX: IMD) CEO Paul House joined Dominic Rose to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than the market was expecting despite all the macro doom and gloom. Paul House also discusses the businesses shifting business model and new products. continue…

by Dominic Rose Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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In this interview on Ausbiz Roger discussed whether a financial crisis is creeping up. The U.S. Federal Reserve has been playing ‘catch-up’, raising rates faster than others, and at a pace unseen in decades. Meanwhile, global debt levels reached a 50-year high following government fiscal initiatives to support society during the pandemic. Hear Roger’s views in this interview: Is a financial crisis creeping up slowly?

by Roger Montgomery Posted in TV Appearances.

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In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene also delves deeper into Symbio’s opportunity in Asian markets and the growth prospects there. continue…

by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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