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Are banks and resources starting to roll over?

Are banks and resources starting to roll over?

In this week’s video insight Roger discusses the outlook for banks, retailers and resource companies. He also discusses the recent performance of Montgomery’s domestic and global funds.

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Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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2 Comments

  1. Another excellent video insight, Roger. It’s interesting to hear your views on the banking sector, though I have to confess I’m a little surprised by your restraint in assessing their outlook. Lindsay David of LF Economics is of the opinion that at least one of the big four banks will need to be either bailed out or nationalised. Does Montgomery Investment Management hold any similar views about a complete FIRE sector collapse?

    • That’s an outlier scenerio with a probability that is small currently but which rises with the toxicity of any property/construction/employment/retail collapse.

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