Roger joined Peter Switzer and Rhett Kessler on Switzer TV to discuss whether we will see another sell-off in the market. Any further volatility would be associated with more clarity around the economic impacts and how companies will emerge post pandemic. Roger also briefly discussed how our funds are positioned and which companies we believe have long term tailwinds and are leveraged to a recovery. You can hear Roger’s thoughts from the 10:20 mark.

by Roger Montgomery Posted in TV Appearances.

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Gary Rollo joined the EL&C Baillieu podcast to discuss what opportunities cloud computing holds. Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30 per cent per annum. But what does this mean for Australian companies? Gary identifies some of the key companies that play to the cloud theme including NEXTDC, Megaport and Bigtincan. Listen to the interview here.

by Gary Rollo Posted in Podcast Channel.

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In March, the U.S. Federal Reserve moved to prevent a coronavirus-induced downturn by promising to set up an entity to buy corporate bonds and ETFs, including junk bonds and junk bond ETFs. My concern is that the Fed has simply created another time bomb that future generations will have to defuse. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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In a recent interview, Peter Switzer asked me if I was a bull or a bear. It’s a simple question, but one that requires a nuanced response. Because these are complex and unprecedented times for investors. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Roger joined Kylie Purcell to discuss the market crash at the beginning of the year, and why by April markets had rebounded on the expectation for a V shaped recovery. The expectation for a V-Shaped economic recovery seems irrational. The question now is how long governments and central banks can continue to prop up companies and employees that aren’t getting any business.

Please click here for the full interview. 

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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Our readers know we like the Infigen Energy (ASX:IFN) equity story; IFN is a renewable electricity generator and it offers a way to play the green theme here in Australia. We shared our investment thesis in an article posted in early February, a lot has happened since then. Here’s why we have sold and moved on. Continue…

by Gary Rollo Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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