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Merry Christmas from the Montgomery team
Roger Montgomery
December 21, 2023
As we approach the end of the year let’s briefly reflect on the major developments of the year and share some thoughts about what may transpire in 2024. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Putting today’s market in context
Polen Capital
December 20, 2023
For investors, the last four years have seen some remarkable events, which have had a profound impact on equity markets globally. Volatility has been elevated on both the ups and downs. The global pandemic that began in early 2020 induced a sharp correction as the initial curtailment of day-to-day activity became apparent. This reversed quite rapidly with many listed companies posting outsized gains as they benefitted from changing behaviours. Continue…
by Polen Capital Posted in Global markets, Polen Capital.
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ABC Nightlife – Retails challenges and the future of private credit
Roger Montgomery
December 20, 2023
In this week’s ABC Nightlife interview, my last for 2023, Philip Clark and I delved into the challenges facing the Australian retail sector. I highlighted the potential difficulties anticipated for retailers in early 2024, post-Christmas, with the contributors being a significant decline in consumer spending and savings. I also discussed the evolution of private credit since the GFC, with the lending gap between banks and the SME sector, along with the advantages it presents for investors. You can listen to the full interview here: ABC Nightlife – Retails challenges and the future of private credit
by Roger Montgomery Posted in Market commentary, Radio.
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Time for small caps to shine
Roger Montgomery
December 19, 2023
In my final video insight for the year, I wanted to share some potentially exciting news for all you small cap stock enthusiasts out there. I delve into the recent developments at the U.S. Federal Reserve and what they mean for small cap stocks. Will 2024 be the year for small caps? Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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Rocket fuel for small caps – three takeovers announced
Roger Montgomery
December 18, 2023
If you aren’t already aware I am optimistic about the prospect for small caps in 2024. Provided we have a combination of positive economic growth (even a short technical recession won’t upset my thesis) and a continuation of the disinflation that has informed the path of consumer prices over the last year, innovative small cap growth companies have the opportunity to catch up to mega-caps that dominated the investment landscape in 2023. Continue…
by Roger Montgomery Posted in Market commentary.
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How private credit can help reshape investment strategies for investors over 75 years
Roger Montgomery
December 18, 2023
As the first of the baby boomers approach the celebration of their 80th birthdays in the next few years, a distinct change is being felt in financial services, with serious implications for financial markets. Continue…
by Roger Montgomery Posted in Investing Education.
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Collapse in household financial conditions laid bare
Roger Montgomery
December 15, 2023
Here’s a bit of a depressing picture for the retail sector for the September 2023 quarter. New data from the Australian Bureau of Statistics (ABS) paints a bleak outlook for retailers this Christmas and into early 2024. Continue…
by Roger Montgomery Posted in Economics, Market commentary.
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Keep an eye on New Zealand as the lead indicator
David Buckland
December 14, 2023
In this week’s video insight, I delve into the discussions surrounding the Reserve Bank of New Zealand’s proactive approach to inflation, the nuanced shifts in major economies, and the potential impacts of tightening monetary policies. Continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
