In this QAV podcast I joined Tony Kynaston and Cameron Reilly to discuss the current market conditions. Even though interest rates are low, asset prices have disengaged so much from valuations which tells me we could be near the end of the rally. Listen here.

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In this radio program with Philip Clark, Roger discussestensions between the US and China shaking up the global share market and posing a threat to Australian trade and investment with nervous investors wiping off billions in value from shares. What does volatility mean for investors?  Which sectors have had the worst losses? Listen here.

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In this interview on Money News Roger joined Ross Greenwood to discuss the market meltdown caused by China de valuing their currency. Another topic of discussion is earnings season. Will we see a lot of companies with poor outlook statements?

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With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. Continue…

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