Media Room

In this article for Firstlinks Roger discusses the current U.S. regional banking industry crisis. Many investors are concerned SVB and Credit Suisse are the 2023 equivalent of Bear Stearns and Lehman Brothers, the 2008 poster children of the GFC. However, fears of a repeat are misplaced for several reasons. Read the article: Crisis, contagion or QE? The bigger picture

by Roger Montgomery Posted in On the Internet.

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Roger joined Ausbiz to discuss the ripples that have been sent through the global financial system from the instability in U.S. and European banks. How high is the risk of contagion, is it over stated? Find out why Roger believes the problems seen with Silicon Valley Bank and Signature Bank are unique to the individual banks.
Watch the interview here: Risk of bank contagion in Australia overrated

by Roger Montgomery Posted in On the Internet, TV Appearances.

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Roger joined Philip Clark on ABC Nightlife to discuss what to make of the Silicon Valley Bank collapse. Since 2008 banks have been operating in a world of ultra-low interest rates and periodic injections of electronic cash from central banks. What are the ramifications on our world markets? Listen to our interview here:
ABC Nightlife: Economic growth but financial headwinds ahead?

by Roger Montgomery Posted in Radio.

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Roger joined Ausbiz to discuss the significance of real interest rates on markets, real rates measure your purchasing power or the change in your purchasing power. At the moment the fear is real rates could turn positive. Watch: From boom to bust: how rising real rates could impact the stock market

by Roger Montgomery Posted in On the Internet, TV Appearances.

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With an inflation rate of 6.4 per cent, the U.S. economy is still experiencing inflation, making Gold, Real Estate, Commodities and high fixed cost, cyclical producers investments worthy of consideration.  But that inflation rate is coming down.  It’s not uncommon for markets to fall amid fear an ‘event’ might occur and then rally when the event does occur. In my conversation with ausbiz we cover how the U.S. economy is growing, which means we are on the right-hand, ‘boom’, side of the matrix. 
Watch: How to separate yourself from the market’s distracting noise?

by Roger Montgomery Posted in On the Internet.

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Roger joined Kathryn Robinson on ABC The Business to discuss current market conditions. With sharemarkets rallying around the world, does this make economic sense and can the rally be sustained? Meanwhile, predictions of recession leave investors in fear about company earnings growth. 

by Roger Montgomery Posted in On the Internet, TV Appearances.

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The Australian market was dragged higher in January by roaring global markets. It has really been a case of last year’s losers being this year’s winners. By way of example US-listed Facebook’s peak-to-trough drawdown described a fall of 76 per cent. Facebook shares rose 55 per cent in January. However, I am not too excited, Facebook shares are still down 52 per cent from their high. Watch: In the markets, last year’s losers are this year’s winners

by Roger Montgomery Posted in On the Internet.

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IMDEX (ASX:IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22.  Despite great results these were overshadowed by IMDEX’s proposed acquisition of Devico, which appears highly strategic. Dominic joined IMDEX’s CEO Paul House to take a deep dive into the proposed acquisition which is highly strategic with strong synergies. continue…

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

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Roger joined Philip Clark on ABC Nightlife to discuss whether historical trends and precedents can help guide you in the future. Discussing the issues weighing on financial markets and if there could be a bull market happening this year. In the very worst years, when the market fell between 30-50 per cent, after those years what we find is that the pendulum then swung almost completely the other way.

Does past performance help us predict future performance?
Listen to the podcast here: ABC Nightlife 7 February 2023

by Roger Montgomery Posted in Radio.

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Roger joined Sean Aylmer on the Fear and Greed interview to discuss mergers and acquisitions. What does a company look for when considering a takeover and what happens when they pay too much?

by Roger Montgomery Posted in Podcast Channel.

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