Your Wealth

Are we there yet? Value finds in today’s market


Listen Later

With a technical correction in market values occurring in October, many investors are wondering whether it is time to snap up bargains… or wait on the sidelines for fear of further price falls. Popular market commentator and value investor Roger Montgomery of Montgomery Investment Management has long expressed concerns about high valuations; have his views changed since the recent sell off?

----more----

In this timely podcast, Roger gives Gemma Dale his views on:

  • What has driven global valuations to record highs, and which asset classes still offer value
  • His thoughts on market darlings such as Afterpay, A2 Milk, Wisetech and Appen
  • His specific allocation to financials and why he’s waiting to buy more
  • Whether CSL, REA and Maquarie offer value to today’s investor
  • Which sectors are likely to face headwinds in the coming months.
  • Gemma will be providing insights into what savvy investors are buying at the upcoming ASX Investor Days this month in Sydney, Brisbane and Melbourne, and we’ll also be giving away a free copy of Roger’s book Value.able to attendees. Click here to register.

    You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbean or at nabtrade.com.au/yourwealth.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Your WealthBy NAB

    • 4
    • 4
    • 4
    • 4
    • 4

    4

    1 ratings


    More shows like Your Wealth

    View all
    CommSec Market Update by CommSec

    CommSec Market Update

    9 Listeners

    Motley Fool Money by LiSTNR

    Motley Fool Money

    93 Listeners

    NAB Morning Call by Phil Dobbie

    NAB Morning Call

    13 Listeners

    The Money Puzzle, with James Kirby by The Australian

    The Money Puzzle, with James Kirby

    44 Listeners

    Equity Mates Investing Podcast by Equity Mates Media

    Equity Mates Investing Podcast

    63 Listeners

    The Rules of Investing by Livewire Markets

    The Rules of Investing

    13 Listeners

    Australian Investors Podcast by Rask

    Australian Investors Podcast

    17 Listeners

    Australian Finance Podcast by Rask

    Australian Finance Podcast

    30 Listeners

    Buy Hold Sell, by Livewire Markets by Livewire Markets

    Buy Hold Sell, by Livewire Markets

    3 Listeners

    The Call from ausbiz by ausbiz

    The Call from ausbiz

    7 Listeners

    Investing Compass by Morningstar Australia

    Investing Compass

    26 Listeners

    The Money Café with Alan Kohler by Intelligent Investor

    The Money Café with Alan Kohler

    34 Listeners

    Chanticleer by Australian Financial Review

    Chanticleer

    16 Listeners

    The Fin by Australian Financial Review

    The Fin

    18 Listeners

    Australian Retirement Podcast by Rask

    Australian Retirement Podcast

    7 Listeners