Ausbiz – has tech run its course?
I joined Juliette Saly on Ausbiz to discuss how the AI trade has shifted from hype to reality. Adoption is proving more cyclical than expected, customers will not pay any price for AI tools, and data centre rollouts face delays from regulation and power constraints. At the same time, higher inflation, rising debt and the end of ultra-low rates are putting pressure on valuations. Software as a Service (SaaS) businesses are being repriced, and sectors like real estate and travel are also starting to feel the impact, prompting investors to reassess risk.
Tune into the full episode here: Ausbiz – Has tech run its course?
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.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
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.
