Ausbiz – it’s a good time to invest in innovative small caps
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. I emphasise focusing on quality investments, particularly in sectors like cloud technology, which show strong growth potential and pricing power. You can watch the full interview here: Roger says it’s a good time to invest in innovative small caps
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.
