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MEDIA
Capital Brief: The investors getting set for an epic resurgence in small caps
Polen Capital
October 11, 2023
There’s a lot of talk right now about bonds and rate hikes, but there is one part of the stock market that is flying under the radar. And this is small caps. In this article for Capital Brief Rob Forker, from our global equities partner Polen Capital shares why he is seeing a decades-low valuation relative to large cap indices. Read the article: The investors getting set for an epic resurgence in small caps
by Polen Capital Posted in Editor's Pick, In the Press, On the Internet.
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MEDIA
Ausbiz – Riding the equity market rollercoaster
Sean Sequeira
October 4, 2023
Sean Sequeira, Chief Investment Officer from our investment partner Australian Eagle Asset Management joined Ausbiz to share his insights into current equity markets, highlighting the substantial impact of bond yields on the volatility in markets. Sean shares some top stand-out performers from reporting season including Cochlear (ASX:COH) in healthcare and Altium (ASX:ALU) in technology, both lauded for their long-term potential and growth prospects. He also notes a potential shift in insurance company QBE (ASX:QBE) that could boost returns. Watch the interview: Riding the equity market rollercoaster
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like, TV Appearances.
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MEDIA
Ausbiz – How AI can fundamentally change the business landscape
Roger Montgomery
September 22, 2023
In my recent interview with Ausbiz, I wanted to delve into the potential of artificial intelligence (AI) in transforming various fields like e-commerce and workforce optimisation by streamlining repetitive tasks and boosting overall productivity. In lieu of this, I emphasised the need for the investment landscape to adapt to this impending disruption. Listen to the full interview here
by Roger Montgomery Posted in TV Appearances.
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MEDIA
ABC 7.30 – High court rules Qantas COVID-era layoffs ‘unlawful’
Roger Montgomery
September 14, 2023
With the high court unanimously rejecting an appeal by Qantas after the federal court found the airline had illegally sacked staff in 2020 during the COVID pandemic, ABC highlights the significance of this ruling and the impact this will have on Qantas’ reputation going forward. Watch the full video here
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Ausbiz – Answering the critical question lingering over Qantas
Roger Montgomery
September 11, 2023
In this interview with Ausbiz, I discuss how former Qantas (ASX:QAN) Chief Executive Officer, Alan Joyce, recently left his position with optimism about the airline’s strength and promising future. And the speculation surrounding Joyce’s retirement amid the questions about Qantas’ economic performance over the past 15 years. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Qantas CEO quits after airline allegedly sold tickets for cancelled flights
Roger Montgomery
September 8, 2023
Mike Cherney published an article on The Wall Street Journal discussing all the buzz around Qantas’ damaged reputation and Alan Joyce’s subsequent departure from Qantas. Cherney asks for my insights and the main one of note is that the airline will be much less profitable in the foreseeable future. Read the full article here
by Roger Montgomery Posted in On the Internet.
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MEDIA
Ausbiz – Big secular themes changing the investing outlook
Roger Montgomery
September 6, 2023
In this interview with Ausbiz, I discuss the impact of demographic transitions on investments, the influence of the baby boomer generation on global economies as they transition from asset accumulation to retirement, and what’s affecting spending habits and investment strategies. I also give my predictions on rising demand for income-generating assets and private credit to fill funding gaps for small to medium enterprises. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
ABC nightlife: Latest news in finance
Roger Montgomery
August 30, 2023
Roger Montgomery, Founder and Chairman joined Phillip Clark from ABC Nightlife to discuss the reporting season so far, including the huge profits being announced by Qantas and the supermarkets. They also discuss the slowdown of the Chinese economy and how Baby Boomers will have to change their investment mix to shift away from growth to income producing investments such as private credit. Listen to the podcast here: ABC Nightlife 29 August 2023
by Roger Montgomery Posted in Radio.
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MEDIA
Ausbiz – Mortgage cliff roll off less daunting than anticipated
Roger Montgomery
August 22, 2023
I Joined Ausbiz to share my views on Australia’s current mortgage industry. I mainly delve into how the economic impact of changes from fixed-rate to variable-rate might not have the great impact as was feared. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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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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