In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026. I emphasise focusing on quality investments, particularly in sectors like cloud technology, which show strong growth potential and pricing power. You can watch the full interview here: Roger says it’s a good time to invest in innovative small caps  Continue…

by Roger Montgomery Posted in TV Appearances.

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In this week’s interview with Paul Turton on ABC Newcastle radio, we delve into the evolving role of CEOs in the corporate landscape, particularly in small caps. We also discuss the scenarios when CEO’s exit a company effective immediately following certain incidents and the impact these decisions have on the organisation. 

You can listen to my interview at 35:55 here: ABC Newcastle: Mornings with Paul Turton

by Roger Montgomery Posted in Radio.

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The combination of a growing cohort entering salaried employment for the first time, a very high proportion of that salary being disposable, and the first generation to be comfortably and familiarly globally connected through social media can have a stratospheric impact on the revenues of companies that drop a product that becomes a smash hit with Gen Z.  Continue…

by Roger Montgomery Posted in Companies.

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I have previously written here that one of the most repeatable ways to make money on the Australian Stock Exchange (ASX) is to buy into a retail store rollout story early. Catching the steepest part of the ‘S’ curve when revenue and profit growth are accelerating while head office becomes simultaneously more efficient usually produces good results thanks to the accompanying rise in the share price.  Continue…

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

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In this week’s video insight, I discuss the emerging prominence of private credit transactions in Australia. Following our partnership with Aura Credit Holdings two years ago, we’ve observed a growing interest in private credit as a reliable income source for investors, especially those with self-managed super funds. Recent investments by major international firms into this asset class further underscore its growing appeal.  Continue…

by David Buckland Posted in Aura Group, Video Insights.

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The restaurant and cafe segment of the hospitality industry holds some sway with government, with its 110,000 venues generating $64 billion in annual revenue. Additionally, it is one of the country’s largest employers of young people. With tougher trading conditions, increasing rents and costs of inputs, the sector is facing unprecedented challenges.  Continue…

by David Buckland Posted in Economics, Editor's Pick.

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The monthly consumer price index (CPI) indicator released last week reported a 3.6 per cent increase in the 12 months to April. This follows the 3.5 per cent increase reported in March. We have seen relative stability in the rate of inflation since December 2023, albeit with slight upticks reported in the past two months. This data will be a key point for discussion at the Reserve Bank of Australia’s (RBA’s) next meeting on the 17^th of June. Continue…

by Brett Craig Posted in Aura Group, Economics.

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Australia’s annual inflation rate edged up to 3.6 per cent in April, and this included food price inflation of 3.8 per cent. And according to the U.S. Bureau of Labor Statistics, energy and food represents 7 per cent and 13 per cent, respectively, of the U.S. consumer price index (CPI), whilst commodities represent close to 36 per cent. That said, central banks in setting monetary policy, generally place less emphasis on the price changes of these more volatile inputs.  Continue…

by David Buckland Posted in Economics.

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