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In my recent interview with Ausbiz, I discussed the complex landscape for Australian consumers and the retail sector. While higher income earners are driving spending, lower income groups are tightening their belts, focusing on essentials like utilities and mortgages. Data from UBS and Finder reveals consumer trends remain resilient despite economic uncertainty. Retailers like JB Hi-Fi (ASX:JBH) and Nick Scali (ASX:NCK) have shown strong performance by gaining market share, particularly through overseas expansion, whereas others, like Harvey Norman (ASX:HVN), have lagged. Looking ahead to Christmas and Black Friday sales, I expect steady spending from wealthier consumers, but a drop among lower-income households, highlighting the challenges ahead for the retail sector.

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by Roger Montgomery Posted in Consumer discretionary, TV Appearances.

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Yesterday, I joined the How Do They Afford That? podcast with Canna Campbell and Michael Thompson to discuss how different generations should approach investing. We covered key considerations for younger investors, including the importance of getting started early and understanding risk, as well as strategies for those closer to retirement who need to balance growth with stability. It was a fantastic discussion, packed with insights for anyone looking to build their financial future.
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by Roger Montgomery Posted in Podcast Channel.

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This week, I had the pleasure of joining Gemma Dale on the nabtrade podcast, ‘Your Wealth’. We discussed how billionaire investor, Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities; we delve into if Buffett has lost his touch.

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by Roger Montgomery Posted in Podcast Channel.

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This week, I had a great conversation with Sean Aylmer on the Fear and Greed podcast about the latest reporting season. We discussed how analysts are reassessing their views on companies and the impact of outlook statements on forecasts for the next year. With interest rates staying higher for longer, some sectors are feeling the pressure. We also took a closer look at companies like ARB (ASX:ARB), REA Group (REA), Breville Group (ASX:BRG) and CSL Limited (ASX:CSL). continue…

by Roger Montgomery Posted in Podcast Channel.

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This week on ABC Nightlife, I joined Philip Clark to discuss the results from the current reporting season and the outlook for the new financial year. We explored why more companies have exceeded market expectations than have disappointed.

You can listen to the full interview here: ABC Nightlife – Finance with Roger Montgomery continue…

by Roger Montgomery Posted in Radio.

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In my recent interview with Ausbiz, I gave an overview of the current earnings season, shedding light on how the uncertain economic environment has influenced company performances. Despite the unclear macroeconomic picture, there has been a notable trend of companies exceeding earnings expectations. A key concern emerging from these financial results is the impact of a persistently high-interest rate environment on various sectors. Specific companies like ARB (ASX:ARB) and Nick Scali (ASX:NCK) show promise, demonstrating that businesses with strong overseas growth opportunities can still thrive even in challenging economic conditions.

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by Roger Montgomery Posted in TV Appearances.

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by Roger Montgomery Posted in TV Appearances.

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In today’s interview with Sean Aylmer on the Fear & Greed podcast, I discussed the recent Australian share market downturn, driven by U.S. market fears and artificial intelligence (AI) monetisation challenges impacting tech stocks. Notably, there has been a rotation from big tech stocks to small caps, with the Nasdaq down about 9 per cent over the last month, while small cap indices, the S&P 600 and the Russell 2000 have risen by 4-5 per cent. This shift suggests that small caps are faring better amid the AI-driven sell-off. I also shared my market predictions for the upcoming days.  continue…

by Roger Montgomery Posted in Podcast Channel.

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In my recent article for Firstlinks, I explore the rising concerns about a potential market correction. Since 2022, I’ve been optimistic about stocks rising despite recession fears and increasing interest rates, based on expectations of positive economic growth and disinflation. Disinflation has historically benefited innovative companies with pricing power. However, investors like Ruffer LLP and Mark Spitznagel now warn of a severe market crash due to shrinking U.S. liquidity. While their warnings merit attention, I believe that positive growth and slowing inflation will continue to support innovative growth companies. Read the full article here for my full insights: What to do about the growing chorus of market correction warnings? continue…

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

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Last week, I had the pleasure of participating in the InvestmentMarkets July webinar series. I joined Angelina Wu to provide an overview of the current investment markets, highlighting key trends and economic indicators. I discuss the opportunities in small cap investments, both domestically and globally, and offer a recap of private credit and the potential benefits it holds for investors.

You can watch the full webinar recording here: continue…

by Roger Montgomery Posted in Investing Education, Talks.

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