As we kick off another year of investing, I thought I would offer a couple of predictions. They come thick and fast at this time of year, so rely on them as you might dental floss for security when rock climbing.

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by Roger Montgomery Posted in Editor's Pick, Market commentary.

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In my recent interview with Ausbiz, I discussed the surging appeal of uranium given global decarbonisation efforts. Is there an investment opportunity here for 2024? Learn more on the shift in focus to the U.S. and Canada due to their stable uranium production, in a hope of reducing the dependency on Russia and other countries. Watch the full interview here: Why you should invest in the uranium sector in 2024

by David Buckland Posted in TV Appearances.

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In this last week’s ABC Nightlife interview, my first for 2024 I joined Lisa Pelligrino to reflect on the economic conditions in 2023 and share my thoughts on what lies ahead for 2024. You can listen to the full interview here: ABC Nightlife – What can we expect from 2024? 

by Roger Montgomery Posted in Radio.

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Despite wars in Ukraine and the Gaza Strip, and the collapse of the Silicon Valley Bank in March 2023, the Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla) rose by an average 111 per cent over calendar 2023. This greatly assisted the performance of the US-based Nasdaq, up 43.4 per cent for the year. Continue…

by David Buckland Posted in Market commentary.

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In January this year, a veritable conga-line of economists and strategists were publishing their forecasts for the year ahead, as they do every year. Now, safely at the other end of the 2023 calendar, we have the luxury of testing the prescience of these clairvoyants. Here at Montgomery, we play the ball rather than play the man, so we won’t be naming any of the forecasters, but rest assured, these are all prognostications that were published and distributed in January this year. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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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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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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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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