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Tony Yoo published an article in The Motley Fool questioning whether now is the time to buy or is there more pain to come for investors? Tony draws on Roger’s thoughts which you can read here. 

by Roger Montgomery Posted in On the Internet.

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In this article for Firstlinks Roger discusses how history provides a reasonable guide as to what to expect for equities after a recession and amid rising bond yields. Bond interest rates have an impact on the price of all long-duration assets. Typically, the early stage of rising bond yields reflects optimism about accelerating economic growth and improving business conditions. This is a positive for equity markets generally. Read here.

by Roger Montgomery Posted in On the Internet.

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Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss what is driving the sell off in share markets across the world. The enormous compression of price-to-earnings (P/E) ratios generally occurs when interest rises, why is this correlated and they discuss high quality companies for your watchlist.

by Roger Montgomery Posted in Podcast Channel.

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Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss the small caps that could offer exciting upside while remaining resilient through market cycles. The S&P/ASX Small Ordinaries is down nearly 16 per cent year to date, while the ASX200 is only down 3.6 per cent. Here are the small caps to watch. 

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

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Roger joined Philip Clark on ABC Nightlife to discuss whether an economic recession is on the cards. We can say that the COVID crisis created a once-in-a-generation economic crisis, which justified constant use of vast money printing and borrowing to get through it, but in truth we’ve had three major economic upsets in the space of 13 years. There’s no guarantee that we will fall into recession, coming out of the pandemic, but there’s certainly no guarantee we won’t either.  Listen here.

by Roger Montgomery Posted in Radio.

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Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.

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

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Tony Yoo published an article in the Motley Fool to discuss two stocks that have seen their value plummet even though the underlying businesses have not changed and draws on Gary’s view that Symbio Holdings has been unjustly sold off. Read here.  

by Gary Rollo Posted in On the Internet.

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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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In this interview for Sky News Roger joined Ross Greenwood to discuss interest rates. With the change of government and Jim Chalmers citing a challenging economic outlook, we can define the challenges in our economy as skyrocketing inflation, rising interest rates, and a fall in real wages. Will inflation hold off further rate rises? Listen to the 5-minute interview in this video.

by Roger Montgomery Posted in TV Appearances.

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The U.S. Federal Reserve is trying to slow the economy, with price rises at 40 year highs. But can they do it without putting the world’s largest economy into recession? The consequent uncertainty has U.S. stock market participants talking themselves into a bear market. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors. 

by Roger Montgomery Posted in Podcast Channel.

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