Roger joined Philip Clark on ABC Nightlife to discuss the factors making investors feel anxious in the current climate. Interest rates will be rising for the foreseeable future and the Reserve Bank of Australia governor, Philip Lowe, said the RBA will not hesitate in making higher increases than predicted if inflation does not begin to drop. Expectations are for the U.S. Federal Reserve to impose another interest rate rise of 0.75 percentage points at their meeting this Wednesday. For investors, Roger and Phil discuss timeless investment lessons learnt over the years, including why sustained market success comes from thinking like the owner of a business.

Why investors need to get back to basics when it comes to investing:
Listen to the podcast here: ABC Nightlife 1 November 2022

by Roger Montgomery Posted in Radio.

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How quickly the tables have turned. Although equity markets are in the doldrums, they’ve bounced strongly since a few U.S. Federal Reserve officials intimated that the pace of rate rises could soon moderate. But there’s another issue that’s possibly even more important for long-term investors: quantitative tightening. Since the Fed began to shrink the size of its balance sheet, share markets have collapsed and demand for ‘safe’ assets such as long dated treasuries has surged. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets.

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In this week’s video insight IMDEX’s (ASX: IMD) CEO Paul House joined Dominic Rose to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than the market was expecting despite all the macro doom and gloom. Paul House also discusses the businesses shifting business model and new products. Continue…

by Dominic Rose Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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The recent data breaches affecting millions of Optus and Medibank customers are just the tip of a large, and growing, iceberg. No surprise then that demand for security software is growing exponentially, as is the list of businesses ready to meet that demand. Continue…

by Roger Montgomery Posted in Companies.

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With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like to bear in mind a few timeless lessons to help me avoid common investment mistakes. Let me share them with you. Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education.

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This week, the Treasurer delivered the Federal Budget a day before the Australian Bureau of Statistics confirmed our expectations that inflation is still on the rise. The consensus view of the investment team was that the Federal Budget on the whole was conservative and responsible given the economic conditions we are currently experiencing and the degree of uncertainty that lays ahead.  Continue…

by Brett Craig Posted in Aura Group.

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In this week’s video insight Roger discusses why right now is a prime time for a basic lesson on investing. With fear at extreme, now is the time that bargains are found so what can be learnt from one of Warren Buffett’s quotes? And has inflation peaked? Find out why I think we will see disinflation. Continue…

by Roger Montgomery Posted in Video Insights.

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Companies that can profit from the electrification of the planet are grabbing the headlines. And for good reason – in a falling market, their share prices have been heading up. The Montgomery Small Companies Fund holds shares in many of these companies, including Allkem (ASX:AKE), IGO (ASX:IGO), and Pilbara Minerals (ASX:PLS).  And I believe there’s more upside ahead. Continue…

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

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