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In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries. We examined demographic shifts and the significant financial influence Gen Z is having on companies’ share valuations, with recent examples such as Asics (TYO:7936) Onitsuka Tigers and Crocs (NASDAQ:CROX). continue…

by Roger Montgomery Posted in Editor's Pick, Radio.

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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  continue…

by Roger Montgomery Posted in TV Appearances.

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In this week’s interview with Paul Turton on ABC Newcastle radio, we delve into the evolving role of CEOs in the corporate landscape, particularly in small caps. We also discuss the scenarios when CEO’s exit a company effective immediately following certain incidents and the impact these decisions have on the organisation. 

You can listen to my interview at 35:55 here: ABC Newcastle: Mornings with Paul Turton

by Roger Montgomery Posted in Radio.

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In my recent interview with Ausbiz, I discussed the current economic market, highlighting the change in investor perception regarding interest rates and its significant influence on market performance. I assessed the Macquarie conference, noting the impact of JB Hi-Fi (ASX:JBH) and Super Cheap Auto (ASX:SUL) on retailer expectations, and analysed the challenges banks face in improving their net interest margin amid rising competition and costs.  continue…

by Sean Sequeira Posted in Companies, TV Appearances.

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I had the pleasure of joining Adam Keily on the ‘Equity Mates’ podcast, where we had a great discussion about ten noteworthy stocks that are currently catching my eye. These picks span across a variety of sectors, domestic and global and include both small caps and larger companies. 
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by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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I had the pleasure of joining Canna Campbell and Michael Thompson on the Fear and Greed podcast. In this episode, we present the ultimate beginner’s guide to buying shares. We explore essential topics such as adopting an investor’s mindset, sourcing quality investing information, and identifying companies with value and growth potential. I explain the importance of viewing shares as businesses and how to distinguish between high-quality and low-quality companies by analysing their annual reports. Additionally, we discuss my views on the role of diversification within an investment portfolio. 
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by Roger Montgomery Posted in Podcast Channel.

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In last night’s ABC Nightlife interview, I joined Philip Clark to discuss the shifting landscape of the electric vehicle (EV) industry. We covered the significant drop in EV sales across Europe and debated the future sustainability of growth and market potential. Listen to the full conversation here: ABC Nightlife – ABC Nightlife – EV sales downturn.

by Roger Montgomery Posted in Editor's Pick, Radio.

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In this interview, Richard Hemming and I discussed the promising landscape of small cap investments, highlighting the recent, strong performance of the Montgomery Small Companies Fund. I shared insights on the fund’s strategic positioning and optimistic outlook despite market volatility, emphasising an overweight in growth sectors like technology and consumer discretionary. I also discussed the potential for Australian tech firms and consumer retail strategies, explaining how the economic conditions influence market dynamics. continue…

by Roger Montgomery Posted in On the Internet, Small Caps.

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In this episode of the Fear and Greed Podcast, Sean Aylmer and I discuss the evolving landscape of private credit and its emergence as a viable investment class. I explain how private credit operates outside the traditional banking system and has gained traction due to changes in banking regulations post-GFC. The conversation focuses on debunking myths around private credit, particularly the misconception that high returns necessarily imply high risk. This deep dive into private credit reveals its potential as a key component in investment portfolios, poised to become a more prominent asset class.

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by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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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.

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