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Clear and present danger to sharemarkets posed by Republican presidencies
Roger Montgomery
November 25, 2024
by Roger Montgomery Posted in Global markets, In the Press.
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MEDIA
November ABC Statewide Drive – Money Matters
Roger Montgomery
November 1, 2024
Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations. The conversation highlighted the responsibilities of board directors to act swiftly and responsibly, balancing the interests of shareholders, managers, and the broader community. continue…
by Roger Montgomery Posted in Radio.
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MEDIA
The Money Puzzle – Are wayward CEOs costing you money?
Roger Montgomery
November 1, 2024
Last night, I joined James Kirby on The Australian podcast, The Money Puzzle, to discuss the crucial role company boards play in managing CEOs, particularly when poor leadership behaviour starts impacting shareholder value. With recent scandals involving companies like Qantas (ASX:QAN), WiseTech (ASX:WTC), and Mineral Resources (ASX:MIN), we examined how a CEO’s actions can significantly affect both public trust and financial returns for investors. We also took listeners’ questions and discussed the current advantages and disadvantages of artificial intelligence (AI).
continue…by Roger Montgomery Posted in Podcast Channel.
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MEDIA
Ausbiz – AI’s winners and losers
Roger Montgomery
October 31, 2024
In this morning’s Ausbiz episode, I discussed how generative artificial intelligence (AI) might ultimately benefit consumers more than shareholders. We explored the distinct roles within the AI landscape: “upstream” companies like Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) provide essential infrastructure, while “downstream” firms like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) apply the technology but face slowing profit growth. Amazon (NASDAQ:AMZN), interestingly, occupies a “midstream” position, balancing both infrastructure and application. continue…
by Roger Montgomery Posted in Technology & Telecommunications, TV Appearances.
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MEDIA
Fear + Greed: Why the AI boom might be a bubble – for now
Roger Montgomery
October 29, 2024
This week, I had a great conversation with Sean Aylmer on the Fear and Greed podcast, where we discussed the current artificial intelligence (AI) boom. We examined how companies operating upstream, such as Nvidia (NASDAQ:NVDA), have reached new heights, and questioned whether downstream companies can effectively monetise AI to create value for investors – or if AI could become an innovation that primarily benefits society but falls short in generating substantial shareholder returns.
by Roger Montgomery Posted in Podcast Channel.
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MEDIA
Ausbiz – How to tap into one of the fastest growing asset classes
Roger Montgomery
October 18, 2024
In yesterday’s interview with Ausbiz, we discussed the rising importance of private credit as a key asset class, with projections indicating it could double by 2028 to nearly $2.8 trillion. I explained that traditional 60/40 portfolios are becoming less effective due to the increased correlation between bonds and equities. By reallocating part of the fixed income exposure to private credit, investors can achieve higher returns and fewer losing years. A portfolio mix of 40 per cent equities, 30 per cent fixed income, and 30 per cent private credit not only enhances performance but also reduces volatility, providing greater portfolio stability without compromising equity exposure. continue…
by Roger Montgomery Posted in Aura Group, TV Appearances.
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MEDIA
October ABC Nightlife – Finance
Roger Montgomery
October 16, 2024
Last night on ABC Nightlife, I joined Philip Clark to discuss the challenges of predicting market turning points. We also explored the concerning state of China’s economy, where plummeting property prices and Xi Jinping’s attempts to shift towards a consumption-driven model akin to those of Australia, the U.S. and Europe could have significant impacts on Australia due to our strong trade ties. Lastly, we touched on Australia’s housing market, where both property prices and rents have surged dramatically since the COVID-19 pandemic.
by Roger Montgomery Posted in Radio.
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MEDIA
Ausbiz – New CEOs but same old mistakes…
Roger Montgomery
October 8, 2024
In last week’s interview with Ausbiz, we discussed the recent accusations against Coles (ASX:COL) and Woolworths (ASX:WOW) for misleading shoppers about discounts. We explored how the new leadership at both companies, with female CEO’s, might bring a more nuanced and sensitive approach to crisis management. While Coles has taken a defensive stance, Woolworths’ more measured response could ultimately benefit their long-term brand value. Drawing from past examples like Qantas (ASX:QAN) and Exxon, I highlighted the importance of transparency and suggested that the supermarket that embraces change could gain a competitive edge in the market.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Market volatility and the unbottling of ‘turning points’
Roger Montgomery
October 2, 2024
When I worked in derivatives trading in the early ’90s, one of the accepted truths about market behaviour was that “volatility picks up around turning points”.
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.
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MEDIA
ABC Newcastle Mornings – September 2024
Roger Montgomery
October 1, 2024
In this morning’s interview with Paul Turton on ABC Newcastle Radio, the discussion highlighted concerns about the treatment of suppliers by major supermarkets. The Australian Competition & Consumer Commission (ACCC) is currently pursuing legal action against these supermarkets, accusing them of inflating prices while presenting them as “discounts.” Despite these allegations, the duopolistic structure of the supermarket industry makes it unlikely that consumers will significantly alter their shopping habits.
by Roger Montgomery Posted in Radio.
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Immediately after Donald Trump’s election as the next president of the United States, market analysts began exploring historical correlations to assess potential implications for investors.