In this episode of ABC Nightlife Roger joined Philip Clark to talk about markets. Investors have plenty to consider at the moment. The global economy is experiencing a severe contraction as countries seek to contain the coronavirus. Even though the worst of this has now passed, the outlook remains highly uncertain and concerns of a second wave are apparent. The Australian economy is going through a very difficult period and is experiencing the biggest contraction since the 1930s. Listen here.

by Roger Montgomery Posted in Editor's Pick, Radio.

• save this article
• POSTED IN Editor's Pick, Radio.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Back in 2015 I wrote about Tesla noting “In this era of creative destruction, transition and disruption, finding the winners can be a challenge.” That was when Tesla shares were $52 adjusted for splits. With Tesla post-split shares now trading at $380 it would seem Tesla has won. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

• 3 Comments
• save this article
• 3
• POSTED IN Companies, Editor's Pick.

Last month Roger shared a wrap-up blog from the most recent reporting season and concluded that results were generally more good than bad for the majority of ASX companies that reported. This led to many companies’ share prices surprising on the upside. Continue…

by Dean Curnow Posted in Companies.

• save this article
• POSTED IN Companies.

Globally, investors have hitherto been blissfully optimistic about the end of hard lockdowns, the development of a potential vaccine and broad economic re-openings. But all that may be about to change. Continue…

by Roger Montgomery Posted in Global markets.

• save this article
• POSTED IN Global markets.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

One of the thematics from the last few months has been the material change in retail spending. With COVID-19 related lockdowns and restrictions on population movement and activity, the ability to spend on services such as out of home entertainment and activities has been significantly curtailed. Continue…

by Stuart Jackson Posted in Companies, Consumer discretionary.

• save this article
• POSTED IN Companies, Consumer discretionary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.