In the Press

I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of rivals, and Nick Scali’s growth through strategic acquisitions. I also shared my broader market outlook, highlighting the importance of disinflation, economic growth, and liquidity for a bull market, while questioning the sustainability of liquidity in future gains. Listen to the full interview here: Ausbiz – should we be less certain on a bullish 2025 for now? 

by Roger Montgomery Posted in In the Press, TV Appearances.

• READ
• save this article
• POSTED IN In the Press, TV Appearances

continue…

by Roger Montgomery Posted in In the Press.

• READ
• save this article
• POSTED IN In the Press

Although recent Federal Reserve statements about slowing the pace of future rate cuts prompted a swift market pullback and led to higher bond yields, many analysts believe any downturn will be short-lived.

continue…

by Roger Montgomery Posted in In the Press.

• READ
• save this article
• POSTED IN In the Press

Massive demands on liquidity from the refinancing of about US$70 trillion of global debt taken up when interest rates were zero would leave less liquidity to sustain the rally in shares, bitcoin and everything else. continue…

by Roger Montgomery Posted in In the Press, Market commentary.

• READ
• save this article
• POSTED IN In the Press, Market commentary

continue…

by Roger Montgomery Posted in Global markets, In the Press.

• READ
• save this article
• POSTED IN Global markets, In the Press

It was, for example, wise to be alert to the possibility of a large move lower if volatility emerged after a long rally. And while it has been my experience that volatility does indeed cluster around major turning points, it’s possible I only remember what I want to. continue…

by Roger Montgomery Posted in Editor's Pick, In the Press, Market commentary.

• READ
• save this article
• POSTED IN Editor's Pick, In the Press, Market commentary

The chorus of investors who believe the market is due for a correction is growing louder, and the list of reasons is growing longer.

I have some sympathy with the view the market could pull back. I believe there is an ever-present risk of such pullbacks, so if one should emerge, it would not be surprising. Additionally, I have no belief in anyone’s ability to forecast the precise timing of such a pullback consistently, so now could be as good a time as any. continue…

by Roger Montgomery Posted in Economics, In the Press.

• READ
• save this article
• POSTED IN Economics, In the Press

There’s a lot of talk right now about bonds and rate hikes, but there is one part of the stock market that is flying under the radar. And this is small caps. In this article for Capital Brief Rob Forker, from our global equities partner Polen Capital shares why he is seeing a decades-low valuation relative to large cap indices. Read the article: The investors getting set for an epic resurgence in small caps

by Polen Capital Posted in Editor's Pick, In the Press, On the Internet.

• READ
• save this article
• POSTED IN Editor's Pick, In the Press, On the Internet

Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6 per cent per annum, compared to the ASX 100 Accumulation Index which returned 7.8 per cent per annum. continue…

by Sean Sequeira Posted in Editor's Pick, In the Press, Montgomery News and Updates, On the Internet.

• READ
• 2 Comments
• save this article
• POSTED IN Editor's Pick, In the Press, Montgomery News and Updates, On the Internet

Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain. Read here: Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?

by Roger Montgomery Posted in Editor's Pick, In the Press, On the Internet.

• READ
• save this article
• POSTED IN Editor's Pick, In the Press, On the Internet