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Two big forecasts for 2024 – private credit rising and small caps catching up
Roger Montgomery
January 19, 2024
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.
by Roger Montgomery Posted in Market commentary.
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A short history of predictions
Roger Montgomery
December 21, 2023
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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Farewell 2023, hello 2024
David Buckland
January 4, 2024
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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Boss Energy’s share price rises amidst surging uranium price
David Buckland
February 5, 2024
The price of uranium has jumped from U.S.$20/lb. in January 2018 to U.S.$40/lb in January 2022 to U.S.$90/lb in January 2024. Boss Energy (ASX: BOE), with its strategic market position and two significant projects, is poised to capitalise on this upward trajectory. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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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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ABC Nightlife – What can we expect from 2024?
Roger Montgomery
January 8, 2024
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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Ausbiz – Why you should invest in the uranium sector in 2024
David Buckland
January 12, 2024
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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How to maximise your returns in 2024 and beyond
Roger Montgomery
February 6, 2024
I recently wrote about my two big forecasts for 2024. One was that private credit would gain traction as an important asset class and would also feature more prominently in advised portfolios, especially for those seeking uncorrelated returns, lower volatility, and regular attractive income. I also stuck my neck on the block and suggested that if disinflation and positive economic growth dominate the economic backdrop, investors will adopt more risk and buy select small-cap stocks, closing the gap that emerged in 2023 between them and the mega-cap technology companies. Continue…
by Roger Montgomery Posted in Market commentary.
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Ausbiz – Australia’s emerging $500 billion private credit opportunity
David Buckland
January 30, 2024
In my recent interview with Ausbiz, I discussed the opportunity for private credit, with the Reserve Bank of Australia identifying that it is a $500 billion opportunity. The brief loan durations and monthly pricing in the private credit sector offer investors flexibility and the potential for returns, ranging from 7.5 to 9.5 per cent annually. The attractiveness of this opportunity is further underscored by well-established track records, appealing yields, and robust security supporting the loans. Watch the full interview here: Australia’s emerging $500 billion private credit opportunity
by David Buckland Posted in TV Appearances.
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February 2024 reporting season calendar
Roger Montgomery
January 30, 2024
As we delve into the February reporting season, investor focus shifts to company profits and identifies sectors and companies anticipating earnings growth. This period can be marked by volatility in share prices, contingent upon whether companies exceed or fall short of expectations. Continue…
by Roger Montgomery Posted in Companies.
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In Roger’s latest whitepaper he identifies several investment opportunities for 2024. Is it time to deploy some cash? Read now