In this Livewire article, I highlight key factors for investors to watch in 2025. The rise in tech stocks, including the Magnificent Seven, is driven by share price momentum fuelled by disinflation and economic growth, rather than strong fundamentals. While concerns about a market correction persist, I argue that shifts in liquidity and investor sentiment are more likely to trigger downturns than elevated valuation metrics. You can read the full article here:

Livewire: What matters for 2025 and beyond

by Roger Montgomery Posted in Market commentary, On the Internet.

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I joined Sean Aylmer on the Fear + Greed podcast to discuss one of the current key themes for markets – artificial intelligence (AI). AI is shaping the world and transforming industries including healthcare and transportation but there are always winners and losers. So which companies are thriving and which are most at risk? Find out in the full podcast below:

by Roger Montgomery Posted in Market commentary, Podcast Channel.

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In this article for Firstlinks I discussed whether 2025 will be another bullish year for equities. Despite warnings of an imminent market correction, the rally in equities, particularly driven by the Magnificent Seven tech giants, persists, supported by positive economic growth and moderating inflation. While some indicators, like soaring valuations and speculative behavior, suggest caution, history shows that such conditions often don’t signal an impending crash. As long as disinflation and growth continue, there’s little reason to expect a sharp downturn. While speculative excesses are evident in certain sectors, the broader market remains robust, and 2025 could potentially see another strong year. However, future risks, including geopolitical tensions and global debt concerns, should not be ignored.

You can read the full article here: 2025: Another bullish year ahead for equities?

by Roger Montgomery Posted in On the Internet.

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The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla), which rose by an average 111 per cent over calendar 2023, continued the strong upward trajectory, increasing a further 63 per cent, on average, over calendar 2024.
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by David Buckland Posted in Market commentary.

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Massive demands on liquidity from the refinancing of about US$70 trillion of global debt taken up when interest rates were zero would leave less liquidity to sustain the rally in shares, bitcoin and everything else. Continue…

by Roger Montgomery Posted in In the Press, Market commentary.

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I had the opportunity to join Sean Aylmer on the Fear + Greed podcast to reflect on my predictions for 2024 and discuss what lies ahead in 2025. This year, despite widespread forecasts of a recession, the stock market performed strongly. A combination of disinflation and positive economic growth created a favourable environment for innovative companies with pricing power. Continue…

by Roger Montgomery Posted in Market commentary, Podcast Channel.

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As the global economic landscape navigated another year of heightened uncertainty and subdued conditions, Aura Credit Holdings remained steadfast in its commitment to delivering value, adapting to change, and laying the groundwork for future growth. Continue…

by Brett Craig Posted in Aura Group.

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As Christmas approaches and we gradually unplug from the frenzied activity of another year, I’d like to leave you with a brief summary of the year that was, provide some guidance on what 2025 might bring and offer you my prayers for a safe and peaceful Christmas. Continue…

by Roger Montgomery Posted in Market commentary.

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