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Are the Magnificent Seven still magnificent?
Roger Montgomery
September 23, 2025
In 2025, so far, the seven most influential U.S. tech giants – The Magnificent Seven, or Mag 7 (Alphabet, Amazon, Apple, Microsoft, Meta Platforms, Tesla and Nvidia) – have continued to assert their dominance and reinforce their role in determining the S&P 500’s trajectory. Despite what appears to be artificial intelligence (AI) hype, or perhaps because of it, the seven giants have collectively outpaced the broader S&P 500’s 12.47 per cent year-to-date (YTD) rise, delivering a gain of 15.9 per cent through Monday’s close. At the same time, however, their market-capitalisation share has dropped slightly from a peak of 32.2 per cent in mid-August to 31.3 per cent of the S&P 500’s total value. That indicates some stocks outside of the Mag 7 have been outperforming them. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like, Technology & Telecommunications.
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Turbulence in global bonds and a steady beat in US earnings
Roger Montgomery
September 22, 2025
If you’re tracking equities, it’s vital to keep an eye on the bond markets, as they’re signalling genuine unease. That nervousness is now rippling through global economies. Continue…
by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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MEDIA
Statewide drive – when boards fail, investors pay the price
David Buckland
September 19, 2025
I joined Jess Maguire on ABC Statewide Drive to discuss how scandals at Super Retail Group, Qantas, and Star Entertainment reveal a troubling pattern: CEOs behaving badly and boards failing to act. From cover-ups to ignored red flags, weak oversight has led to billions in fines, lost trust, and damaged valuations. I stressed that it’s often the cover-up that sinks a CEO – and that boards must demand transparency, independence, and stronger governance to protect investors.
Listen to the full interview from 1:46:00 here: Statewide Drive – when boards fail, investors will pay the priceby David Buckland Posted in Radio.
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Is it time to cash in?
Roger Montgomery
September 19, 2025
There are four major criticisms for holding cash as an investment. But what if there was a simple alternative that went some way to invalidating those criticisms? Continue…
by Roger Montgomery Posted in Aura Group, Investing Education.
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Ausbiz – Private credit’s equity-like returns without the volatility
Roger Montgomery
September 18, 2025
I joined Ausbiz to explore why private credit is attracting growing interest from investors. It can offer equity-like returns with far less volatility, while providing both diversification and income. With stretched markets and retirees prioritising stability, private credit is fast emerging as a mainstream asset class in Australia. Continue…
by Roger Montgomery Posted in Aura Group, TV Appearances.
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MEDIA
To help fix the housing crisis, we need smarter migration policy
Roger Montgomery
September 18, 2025
As investors, we have a particular interest in Australia’s condition, its desirability as a destination for living and its quality as a destination for investing. For some time now, I have feared better destinations exist elsewhere. Whether deliberate or unwitting, the government is not prioritising the betterment of the nation. Continue…
by Roger Montgomery Posted in In the Press, Property.
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CEOs behaving badly
David Buckland
September 17, 2025
It is amazing when a Board of Directors goes “all in” with their Chief Executive Officer (CEO). And a short time later, despite reviews from “independent external advisers” that no allegations were substantiated, the directors do a collective about-face and terminate the employment of the CEO. Continue…
by David Buckland Posted in Companies.
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Where will baby boomers put their $42 billion?
Roger Montgomery
September 17, 2025
As we approach September 22, 2025, Westpac is set to redeem all $1.7 billion of its Westpac Capital Notes 5 (WCN 5, ASX code: WBCPH). It’s the beginning of an avalanche of cash to be returned to investors – mostly Boomers – that will need to find a home elsewhere. Why? Because the Hybrid market is being closed down, shuttered or phased out. Continue…
by Roger Montgomery Posted in Aura Group, Investing Education.
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