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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.

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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.

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by Roger Montgomery Posted in Radio.

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In my latest article for Firstlinks, I unpack a fundamental question: why do investors react differently to market fluctuations when they own a listed company versus a private business? If a private enterprise consistently grows its profits, owners dismiss lowball offers. Yet in public markets, investors often panic over short-term price movements, even when the business is thriving. This disconnect has important implications for portfolio construction, particularly for retirees navigating sequencing risk. I also explore whether private credit could offer a more stable income alternative. Read the full article here: Firstlinks – An alternative asset class for income-seeking retirees continue…

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery Posted in Podcast Channel, Technology & Telecommunications.

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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.

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by Roger Montgomery Posted in In the Press.

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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.

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I joined Ausbiz to discuss the 2025 market landscape, exploring themes like whether the return of President Trump is driving market sentiment. I highlighted the disparity between the US’s GDP and its global market capitalisation, attributing it to sentiment around big-cap stocks like the “Magnificent Seven.” I also addressed China’s deflation and its impact on commodities like iron ore. Additionally, I pointed out opportunities in the small-cap space, particularly as Australia faces potential interest rate cuts this year. You can watch the interview here: Ausbiz – is 2025 the year for small caps?

by David Buckland Posted in TV Appearances.

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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.

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I appeared on Ausbiz to review 2024 and talk about the outlook for 2025. Will the Magnificent Seven tech stocks continue their upward climb in 2025? Rising U.S. bond yields could potentially impact some of the share price returns of tech stocks in the U.S. market. I also discussed the potential in Australian small caps due to their underperformance relative to large caps.

You can watch the full interview here: Ausbiz – outlook for 2025 

by David Buckland Posted in TV Appearances.

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Last year, the S&P/ASX 200 Index, along with many of its largest companies, reached multiple record highs. This raises the question – is the market now overvalued? And if so, is a correction imminent? I joined Sean Aylmer on the Fear + Greed podcast to explore these questions. Looking at traditional indicators like the price-to-book ratio and the CAPE Shiller P/E, the market does appear overvalued. However, a deeper analysis suggests that valuations might not be as stretched as they seem, or that there are valid reasons for some ratios to be elevated. As long as disinflation continues alongside positive economic growth, I believe quality companies will continue to perform well. Listen to the full podcast below:

by Roger Montgomery Posted in Market commentary, Podcast Channel.

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