Radio

Last week, I joined Jess McGuire on ABC Statewide Drive to discuss the current reporting season. Share prices are reacting more sharply to earnings surprises, with around four companies beating estimates for every one that misses. Dividend per share results are also exceeding forecasts at a two-to-one rate, driving company outlook upgrades. Listed companies are gaining market share, with strong performers like the Commonwealth Bank of Australia (ASX:CBA), JB Hi-Fi (ASX:JBH), and REA Group (ASX:REA) standing out. continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

This week, I joined David Taylor on ABC PM to discuss the Reserve Bank of Australia’s latest rate cut and why bank customers should take action. Many of us are effectively lending money to banks for free, and inertia prevents us from seeking better returns. With no guarantee of further cuts, now is the time to shop around and make our cash work harder. continue…

by Roger Montgomery Posted in Economics, Radio.

• save this article
• POSTED IN Economics, Radio

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. continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

Last night, I joined Phil Clark on ABC Nightlife to talk about the growing calls for a market correction and why I don’t see the signs of a bubble. We also discussed how disinflation, economic growth, and liquidity are lifting equity prices, and the challenges of investing in new technology, with DeepSeek’s rise showing how quickly disruptors can shake up the market. We also covered the broader market and economic news and answered some questions from listeners. continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

Yesterday morning, I joined Paul Turton on ABC Newcastle to discuss U.S. President Trump’s newly imposed tariffs – 25 per cent on Mexico and Canada, 10 per cent on China, and their impact on inflation, interest rates, and global markets. We also covered the emergence of DeepSeek artificial intelligence (AI), Elon Musk’s support for Trump, and what I think it all means for the Australian economy.

continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

In yesterday’s interview on Statewide Drive with Jess McGuire, I discussed how 2025 is shaping up for investment markets. As we approached the U.S. presidential inauguration, global markets performed strongly, with the S&P 500 up 3 per cent and tech stocks, predominantly led by the ‘Magnificent 7,’ also showing gains. Meanwhile, Chinese markets struggled, down around 3 per cent year-to-date, driven by deflationary pressures impacting consumer spending. continue…

by David Buckland Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

I sat down with Paul Turton to discuss what’s been happening in investment markets so far this year. They talked about the impact of President Trump’s inauguration on markets and the continued strong performance of the Magnificent 7 Technology stocks.

David also shared insights into the opportunities for small-cap stocks, which have underperformed large caps by 30 per cent in recent years, and explained why the current economic climate might finally work in their favour. He gave his perspective on interest rate cuts, the cost-of-living pressures affecting Australians and businesses.

It’s a great conversation if you are keen to hear about what’s been shaping markets in 2025. You can listen to my segment from the 31:40-minute mark here: ABC Newcastle – How is 2025 shaping up for investment markets?

by David Buckland Posted in Market commentary, Radio.

• save this article
• POSTED IN Market commentary, Radio

continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

In my recent interview on ABC Statewide Drive with Jess McGuire, I shared insights on the outlook for the stock market in 2025. We discussed how focusing on the combination of disinflation and positive economic growth can be key drivers of success, rather than getting caught up in the noise from the broader financial commentary. You can listen to my segment from the 1:45-minute mark here. ABC Statewide Drive – What’s ahead for the stock market in 2025

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio