ABC Newcastle Mornings – February 2024
I joined Paul Turton on ABC Newcastle radio yesterday to discuss the potential impact of rate cuts, the key drivers of the U.S. market’s strong performance, and what investors should focus on moving forward. We also touched on how markets are reacting to the deferral of tariffs, adding uncertainty to the outlook. Given these factors, I emphasised the importance of focusing on businesses with steady earnings growth rather than trying to predict macroeconomic trends, as long-term returns will ultimately reflect the strength of the underlying companies.
You can listen to my interview at 35:00 here: ABC Newcastle: Mornings with Paul Turton
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.
