Investor Insights

Archive: June, 2024

June 28, 2024

Ausbiz – Have discretionary stocks hit a bottom?

By David Buckland

In my recent interview with Ausbiz, I discussed the significant impact of rising inflation on renters and mortgage owners, leading to reduced discretionary spending. I provided insights into the macro landscape, noting inflation has risen to 4% and the employee living cost index is at 6. 5%.
June 27, 2024

Webinar – Investing mastermind Series

By Roger Montgomery

I had the pleasure of joining Chris Batchelor to present a webinar hosted by Stockopedia as part of their Investing Mastermind series. We delved into unlocking the secrets of stock selection and identifying high-quality stocks.
June 25, 2024

ABC NEWCASTLE MORNINGS – Global market insights  

By David Buckland

In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed several key financial trends and their global impacts. We covered the significant growth of the S&P 500 over the last four years, driven largely by technology stocks and the artificial intelligence revolution.
June 18, 2024

Equity Mates: Buy or sell with Gary Rollo    

By Gary Rollo

I joined Adam Keily on the ‘Equity Mates’ podcast to discuss eight small-cap stocks, share my insights on their performance and answer whether I would buy or sell them. In this episode, we delve into the factors influencing each company providing an analysis of their current and future potential.
June 13, 2024

ABC Nightlife – Navigating market trends and Gen Z' influence

By Roger Montgomery

In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries.
June 13, 2024

ABC Nightlife – Navigating market trends and Gen Z' influence

By Roger Montgomery

In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries.
June 12, 2024

Ausbiz – it' a good time to invest in innovative small caps

By Roger Montgomery

In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026.
June 12, 2024

Ausbiz – it' a good time to invest in innovative small caps

By Roger Montgomery

In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026.

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