TV Appearances
-
MEDIA
Ausbiz – Does the recent rally have legs?
Roger Montgomery
November 3, 2023
In this week’s interview with Ausbiz, I wanted to discuss the potential for a continued equity rally. I cited a report from a Canaccord strategist who believes the environment does set the stage for a further rally. This is partly because, in the strategist’s view, the U.S. economy will slow down very rapidly. In fact, they put the probability of a recession at 99.9 per cent, and with stocks outside of the Magnificent Seven already lower – the U.S. Bank equity index has already been smashed by 50 per cent – it’s way too late to be negative now. So is the bad news already priced in? Watch the full interview here Ausbiz – Does the recent rally have legs?
by Roger Montgomery Posted in Market commentary, TV Appearances.
-
MEDIA
Ausbiz – The last call
Roger Montgomery
October 30, 2023
Last week, I participated in Ausbiz’s ‘The last call,’ a casual panel chat where we discussed our current perspectives on both the Australian and global markets. We also delved into the topic of the ‘magnificent seven,’ with a particular focus on their integration of AI into their products. Additionally, we explored how investors should approach investments in the AI sector. If you’re interested in learning more, I encourage you to listen to the full panel discussion where we covered even more insights. You can watch the discussion here: The last call
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
-
MEDIA
Ausbiz – “There’s a good reason the S&P/ASX200 has gone nowhere in 16 years…”
Roger Montgomery
October 26, 2023
In last week’s interview with Ausbiz, I wanted to give my view on the stagnant performance of the ASX 200 over the last 16 years due to Australia’s tax-incentivised dividend policies. I also wanted to highlight how this approach leaves little for reinvestment, leading to flat returns. We delved into more insights during the interview, so if you want to hear the full discussion, have a listen to it here: There’s a good reason the S&P/ASX200 has gone nowhere in 16 years…
by Roger Montgomery Posted in Market commentary, TV Appearances.
-
MEDIA
Ausbiz – Is this the dawning of a new financial era?
Roger Montgomery
October 20, 2023
In this interview with Ausbiz, I wanted to give my take on a new financial era with stable but slightly higher interest rates. I also advocated for a shift in investment strategies, especially in private credit as a reliable asset class in such an environment. The emphasis on risk diversification and thorough research to manage related risks. Watch the full interview here: Is this the dawning of a new financial era?
by Roger Montgomery Posted in Market commentary, TV Appearances.
-
MEDIA
ABC The Business – Navigating global turbulence: Insights on market impact
Roger Montgomery
October 18, 2023
In my recent interview on ABC The Business with Kirsten Aiken, I wanted to discuss current global issues and its impacts on the market, the recent (and unique) protest vote surrounding Maxine Brenner on the basis of corporate governance, and the recent minutes released by the Reserve Bank of Australia (RBA) regarding rate hikes. You can watch my interview from the 10:30 minute mark from the episode published 17 October. Navigating global turbulence: Insights on market impact.
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
MEDIA
Ausbiz – Challenging the prediction of a grim decade for equities
Roger Montgomery
October 17, 2023
In this interview with Ausbiz, I wanted to share a different perspective on the future of investments. I challenged the widespread concerns about the S&P 500 indicating a potentially bleak decade ahead. I also wanted to emphasize that individual investors should move beyond broad indices and instead focus on quality businesses. Watch the full interview here: Challenging the prediction of a grim decade for equities
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
-
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.
-
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.
- watch video
- save this article
- POSTED IN TV Appearances
-
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.
- watch video
- save this article
- POSTED IN TV Appearances
-
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.
- watch video
- save this article
- POSTED IN TV Appearances
