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Reporting season wrap-up
Roger Montgomery
March 10, 2025
In this week’s video insight, I discuss the key takeaways from the latest earnings season and what they mean for investors. While many companies exceeded expectations, cautious guidance and trimmed ASX 200 forecasts suggest a slower recovery ahead. I also explore the growing role of artificial intelligence (AI) in earnings calls and whether it’s translating into real financial gains.
by Roger Montgomery Posted in Video Insights.
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ABC Statewide drive – why is private credit gaining traction?
Roger Montgomery
March 21, 2025
Yesterday I joined Jess McGuire on ABC Statewide Drive to discuss why private credit is gaining traction as a popular investment option.
Following the Global Financial Crisis (GFC) banks faced increased regulation, making particular loan types less profitable for them. As a result, banks stopped offering these types of loans, creating a gap in the market. The private credit sector has stepped in to fill this void. Continue…
by Roger Montgomery Posted in Radio.
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Ausbiz – Why understanding the nuances of private credit matter
Roger Montgomery
March 21, 2025
I joined Ausbiz to discuss the growing appeal of the private credit sector and why it is emerging as a popular investment option for retail investors. Continue…
by Roger Montgomery Posted in TV Appearances.
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Ausbiz Private Access – Independent ratings make risk vs reward crystal clear
Roger Montgomery
March 20, 2025
I joined Ausbiz Private Access to explore the rise of private credit in Australia, driven by a $350 billion funding gap for small to medium enterprises (SMEs). I highlight opportunities for non-bank lenders, growing demand from retirees for stable income, and the importance of risk management within private credit funds. Watch the full interview here: Ausbiz: Private Access: Independent ratings make risk vs reward crystal clear
by Roger Montgomery Posted in Aura Group, TV Appearances.
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ABC PM – Bank customers urged to shop around following rate cut
Roger Montgomery
February 21, 2025
This week, I joined David Taylor on ABC PM to discuss the Reserve Bank of Australia’s latest rate cut and why bank customers should take action. Many of us are effectively lending money to banks for free, and inertia prevents us from seeking better returns. With no guarantee of further cuts, now is the time to shop around and make our cash work harder. Continue…
by Roger Montgomery Posted in Economics, Radio.
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Hope Radio – Wealth wisdom for every age
Roger Montgomery
March 19, 2025
I joined Hope Radio to share my top tips for investing success at every stage of life. Risk appetite tends to lessen the older we get. Despite this, a balanced approach to risk versus reward is imperative at any age. The older generation shouldn’t shy away from risk all together but instead assess the potential outcomes carefully to maximise their potential rewards. And younger people can take advantage of the ‘bounce-back’ factor. Meaning they have a longer ‘runway’ and can afford to take more risk before their large financial commitments like starting a family or having a mortgage come along.
by Roger Montgomery Posted in Radio.
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Is now the time to invest in China and emerging markets?
Roger Montgomery
April 4, 2025
This week we kick off part one of our new video series, ‘investing in emerging markets’ with our investment partner in global equities, Polen Capital. I interviewed June Lui, a portfolio manager and analyst from Polen Capital’s emerging markets growth team. With over two decades of experience in the Chinese industry, June offers insight into the Chinese economy and where it is headed. Continue…
by Roger Montgomery Posted in Video Insights.
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Disinflation’s bumpy road
Roger Montgomery
February 19, 2025
Last year, the stars were aligned for gains in equities. In 2023, we alerted investors to three key ingredients pointing in the right direction for 2024. Disinflation, positive economic growth and a massive injection of liquidity all helped investors feel confident about piling into the AI thematic, which drove equity indices to new all-time records. Continue…
by Roger Montgomery Posted in Economics.
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ABC Newcastle Mornings – market volatility
Roger Montgomery
March 20, 2025
I recently joined Paul Turton on ABC Newcastle Mornings to discuss the recent market volatility. The S&P 500 headed into the 10 per cent correction zone last week and is currently in recovery. We also discussed challenges around domestic manufacturing and its potential effect on the Australian economy and national security. Tune in at 34:20-45:15 to hear the segment: ABC Newcastle: Mornings with Paul Turton
by Roger Montgomery Posted in Radio.
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The Business: ABC Television news – Westpac half-year results and Australian election outcomes
Roger Montgomery
May 6, 2025
Last night, I appeared on ABC News to discuss Westpac’s (ASX:WBC) half-year financial results, where CEO Anthony Miller reported disappointing numbers. A key concern was the bank’s net interest margins (gross profit margin made on their lending activities), which came in one basis point below expectations. Miller attributed this to intense competition in business and institutional lending, as well as deposit-taking. Lower lending volumes in New Zealand also contributed to the weaker results. Continue…
by Roger Montgomery Posted in Market commentary, TV Appearances.
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