TV Appearances
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MEDIA
Sky News: Very difficult to raise interest rates without inspiring a recession
Roger Montgomery
May 30, 2022
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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MEDIA
Ausbiz: Faith in central banks is waning
Roger Montgomery
May 17, 2022
In this interview for Ausbiz Roger discusses the Federal Reserve of the United States desire to shepherd the U.S. economy and the rest of the globe to a smooth landing as it moves quickly to a ‘neutral’ rate setting. Stagflation may be on the horizon, the term coined in the 1960s, refers to low economic growth combined with high unemployment and high prices. Many analysts predict inflation to rise before improving due to ongoing labour supply constraints, with 1.7 jobs available for every jobless worker. Listen to this six-minute interview: Roger joins Auzbiz 12 May 2022
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Sky News; Markets remain difficult to predict
Roger Montgomery
May 9, 2022
Roger joined Sky News Business Editor Ross Greenwood on Thursday to discuss markets. Markets are set to remain volatile and difficult to predict on a day-to-day basis. A lot of companies have benefitted from what we call the COVID pull-through, so there’s a lot of COVID-related demand that was brought forward. Listen to the 5-minute interview in this video: Roger joins Ross Greenwood 5 May 2022
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MEDIA
Ausbiz: Hop onboard the unstoppable EV trend
Roger Montgomery
April 12, 2022
In this interview for Ausbiz Roger discusses whether it is too late to get on board the lithium train. Lithium stocks have come off a little over the past few days, but is it too late to get on board? Regular readers will know about the forthcoming shortage of lithium, the decarbonisation investment theme and the Electric Vehicle revolution. Some companies are up dramatically over a year, although I believe this trend is secular and unstoppable. Watch here.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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MEDIA
Ausbiz: A tug of war takes place for Uniti Wireless
Roger Montgomery
March 25, 2022
In this video for Ausbiz Roger discusses the current bidding war for Uniti Wireless (ASX:UWL). There are currently two offers, Morrison & Co at $4.50 and MIRA at $5 and we think the business is really attractive. So how many others will join in and how far will the bidding war go? Watch here. continue…
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MEDIA
Ausbiz: How to position your portfolio in the event of stagflation
Roger Montgomery
March 21, 2022
In this video for Ausbiz Roger discusses how investors should prepare for the increase in market turbulence due to the conflict between Ukraine and Russia. Investors may be prompted to sell and turn to the safety of cash. But the purchasing power of cash erodes much more quickly in an inflationary environment and an investor is guaranteed to lose wealth So, in the event of stagflation how should you position your portfolio? Watch here.
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MEDIA
ABC The Business: Why Russia’s invasion of Ukraine is bad for world economies
Roger Montgomery
March 2, 2022
Roger joined Rachel Pupazzoni on ABC The Business to discuss the current conflict between Russia and Ukraine. While the current situation is tragic, is it bad for investors? Since WWII there has been dozens of conflicts and all of them have produced a similar pattern for investors. Learn more in this interview where you can hear my thoughts from the 8:50 minute mark.
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MEDIA
What history tells investors about the outbreak of conflict
Roger Montgomery
February 28, 2022
In this video for Ausbiz Roger discusses what happens to markets during wars. Surprisingly, war is not really the nemesis of the stock market many fear it to be. A research conducted in 2015 found that stock prices tend to decline in the pre-war phased and recover when war commences. Watch here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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MEDIA
Ausbiz: Plenty of opportunities for investors in 2022
Roger Montgomery
February 21, 2022
In this video for Ausbiz Roger discusses how during the last four decades, whenever inflation or interest rates have risen, the multiple of earnings investors have been willing to pay for a share in a company has declined he indicates. Find out what sectors Roger believe will be outperform over the next 12 months. Watch here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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MEDIA
Death, taxes and…opportunity. Where Roger’s investing now
Roger Montgomery
February 4, 2022
Roger joined Ausbiz to discuss the acceleration of selling that began as a rotation out of high-flying tech stocks in late November and December, the short-term ownership of high-flying tech names – particularly long-duration stocks with earnings pushed well out into the future – is more difficult to justify. However, setbacks are a normal and healthy part of investing. Indeed, the only unusual thing is their absence and remind us investors of one thing: opportunity. Roger says now is the time to rebalance portfolios, taking advantage of the lower prices and PE deratings that have been experienced by some of the highest quality names in the market. Watch here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
