What matters for 2025 and beyond
In this Livewire article, I highlight key factors for investors to watch in 2025. The rise in tech stocks, including the Magnificent Seven, is driven by share price momentum fuelled by disinflation and economic growth, rather than strong fundamentals. While concerns about a market correction persist, I argue that shifts in liquidity and investor sentiment are more likely to trigger downturns than elevated valuation metrics. You can read the full article here:
Livewire: What matters for 2025 and beyond
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.
Mark Ferguson
:
Hello Roger,
The absolute reality is that no MATTER who was running a government of a country from the time COVID came to being, would have had to have put QE/money-printing into overdrive to save their economies. The inevitable OUTCOME of invoking these measures engendered the high and, indeed, enduring inflationary circumstances that came to fruition.
Effectively, any stripe of political strain who was in office or, as the case with Britain, were ncumbered with what I call the DANADIC scenarios. I created this word from John Waterhouse’s paintings (there are two renditions of it) called ‘Daughters of Danaus’.
Anyway, I’m not going to convey what this Greek myth entails, as you can do that yourself. However, I am going to direct you to google-up these paintings and fathom what DANADIC happens to be.
Mark.
Roger Montgomery
:
Thanks Mark!