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  • Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.

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Why are the banks refocusing on core competencies?
June 29, 2018
by Stuart Jackson
Exclusive interview with Codan CEO
June 19, 2018
by Andreas Lundberg
Why we see value in Telstra
May 29, 2018
by Tim Kelley
The Coming of Montgomery Global
May 22, 2018
by David Buckland
  • Alliance Aviation Services – A beacon amidst small cap volatility

    Gary Rollo
    November 15, 2023

    In this video insight, David Buckland and Gary Rollo discuss the underperformance of small-cap stocks compared to large-cap stocks since the beginning of 2022. Gary explains that economic uncertainty has contributed to the recent underperformance, as investors tend to shift from small, less liquid investments to larger ones during such periods. However, he views this as a temporary condition, anticipating that once economic uncertainty diminishes, the longer-term performance characteristics of small caps may come into play. Continue…

    by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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    • POSTED IN Companies, Stocks We Like, Video Insights.
  • Rationalisation of the Australian commercial radio industry

    David Buckland
    November 14, 2023

    In this week’s video insight, I delve into the events of mid-October, specifically focusing on the collaborative proposal by ARN Media and Anchorage Capital Partners for a non-binding, indicative acquisition of Southern Cross Media. The merger sparked concerns about market dominance, particularly in the commercial radio sector in metropolitan Australia, leading to scrutiny from the ACCC. Notably, over the weekend, Kerry Stokes’ Seven West Media strategically acquired a 20 per cent stake in ARN Media, raising questions about his broader interests across Australia. The developments add layers of intrigue to the future of Australia’s commercial radio sector, making it a captivating subject to observe. Continue…

    by David Buckland Posted in Companies, Market commentary, Media Companies, Video Insights.
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    • POSTED IN Companies, Market commentary, Media Companies, Video Insights.
  • MEDIA

    Ausbiz – The market’s ‘weighty’ overreaction…

    Roger Montgomery
    November 13, 2023

    In last week’s Ausbiz interview, I explored investor sentiment surrounding the latest GLP-1 medications, specifically on Ozempic and its implications for companies like CSL (ASX: CSL) and ResMed (ASX: RMD). While the drop in CSL’s share value suggests market concerns about competing Ozempic-style drugs, I argue that these anxieties may be unfounded. My perspective rests on the belief that such medications might not be as transformative in addressing the weight of the U.S. population as investors might anticipate and the affordability surrounding it. Watch the full interview here. Ausbiz – The market’s ‘weighty’ overreaction… Continue…

    by Roger Montgomery Posted in Companies, Market commentary, TV Appearances.
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    • POSTED IN Companies, Market commentary, TV Appearances.
  • Would you like some sugar with your mortgage?

    Roger Montgomery
    November 13, 2023

    The Reserve Bank of Australia’s (RBA) latest rate rise has serious consequences for consumers and investors. There can be no argument that the RBA’s battle against inflation dominates investment commentary. Continue…

    by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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    • POSTED IN Economics, Global markets, Market commentary.
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  • MEDIA

    Nabtrade Your Wealth – The bucket strategy – a research-based plan for protecting your wealth in retirement

    Roger Montgomery
    November 10, 2023

    I had the pleasure of joining Gemma Dale on Nabtrade’s Your Wealth podcast where we discussed the bucket strategy, its development and how it works, the simple methods for limiting the downside when you’re no longer working, the importance of investing for the short, medium and long term in retirement, and the tips and strategies for making the most of your accumulated wealth. Have a listen to the full podcast below.

    by Roger Montgomery Posted in Podcast Channel.
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    • POSTED IN Podcast Channel.
  • Australia leads the world in the annual pace of disposable income decline

    Roger Montgomery
    November 10, 2023

    In its fight against persistent inflation, the Reserve Bank of Australia (RBA) has just introduced its 13th rate hike in this cycle at the same the financial strain on Australian households intensifies. According to a disturbing report published in The Australian Financial Review (AFR) this week, the Organisation for Economic Co-operation and Development (OECD) has discovered Australia leads the world in the annual pace of disposable income declines globally. Continue…

    by Roger Montgomery Posted in Economics, Market commentary.
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    • POSTED IN Economics, Market commentary.
  • Finding stability in uncertain times: private credit’s status grows

    Roger Montgomery
    November 10, 2023

    In the current financial climate, retirees and those approaching retirement are often caught between the Scylla and Charybdis of relatively low-interest rates and equity market volatility. The quest for a stable income solution has never been more pressing. Continue…

    by Roger Montgomery Posted in Aura Group, Market commentary.
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    • POSTED IN Aura Group, Market commentary.
  • MEDIA

    Firstlinks – Why the ASX 200 has gone nowhere in 16 years

    Roger Montgomery
    November 9, 2023

    In my recent article with Firstlinks, I wanted to highlight why the S&P/ASX 200 has shown minimal capital gain over the past 16 years, with only a 0.02 per cent total capital gain and an annualised capital gain of 0.00182 per cent per annum. The main reason as to why this is the case, dividends. Continue…

    by Roger Montgomery Posted in On the Internet.
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    • POSTED IN On the Internet.
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