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At the beginning of 2024, investors and commentators were almost unified in their belief that after a solid 2023, more modest returns were likely. An article in the Australian Financial Review (AFR) at the beginning of the year described the market thus: “An inexplicable and self-perpetuating melt-up that veteran analysts unanimously agree defies the fundamentals is powering the broader index to all-time highs.” Continue…

by Roger Montgomery Posted in Market commentary.

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• POSTED IN Market commentary.

That race toward artificial intelligence (AI) dominance we’ve all been hearing about has prompted some of the world’s largest technology companies – Microsoft (NASDAQ:MSFT) and Meta (NASDAQ:META) platforms included – to ramp up capital expenditures (CapEx) to unprecedented levels. Continue…

by Roger Montgomery Posted in Companies, Economics.

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Domino’s Pizza Enterprises Ltd (ASX:DMP) is the largest pizza chain in Australia, and through a master franchise is the leading international Domino’s franchise. Operating more than 3,800 stores across twelve international markets, Domino’s has built a reputation for rapid delivery, customer-focused digital innovation, and a growing footprint through franchise expansion. The company’s growth has largely been steered by the strategic vision of its long-time CEO, Don Meij, who has just announced he will step down from his role after more than two decades at the helm. Continue…

by Roger Montgomery Posted in Companies.

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We first published this blog back in August, but that might have been a little premature. With the U.S. voting for their next president in 24 hours, we think publishing today is more timely. Enjoy. 

While the U.S. presidential campaign is entertaining to watch from afar (and more than a little disturbing this time around), spare a thought for our friends in the U.S. who have to sort through the rhetoric, lies, and assassination attempts to select their leader for the next four years. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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If you spend enough time embedded in the world of equities and markets, you eventually see it all. Acknowledging the generations of investors before my generation, I am sure there is still more to see and experience. But from the 33-odd years I have been doing this, I like to think there’s a few things I am now able to recognise. Continue…

by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.

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Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you. Continue…

by Roger Montgomery Posted in Small Caps.

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Following the election of Donald Trump as the next U.S. president, a number of market analysts are crunching the numbers on what, if anything, it means for markets. Given there is an election every four years and most investors are investing over a longer time frame than that, who is in charge should matter relatively little. We will examine what might matter more, later in this post. Continue…

by Roger Montgomery Posted in Economics.

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Temple & Webster (ASX:TPW), one of Australia’s leading online furniture and homewares retailers, held its annual general meeting (AGM) on October 24, 2024 and provided a trading update that featured robust sales growth, strategic marketing initiatives, and ambitious future targets. Continue…

by Roger Montgomery Posted in Companies.

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With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.  

Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.   Continue…

by Roger Montgomery Posted in Aura Group.

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The Australian Financial Review (AFR) is reporting the Reserve Bank of Australia (RBA) has estimated that the Australian private credit market has grown to around $40 billion, or around 2.5 per cent of total business lending¹, and my friends at Tanarra Capital have predicted Australia’s market will continue to expand with attractive yields helping the asset class win share from more volatile equity markets². Continue…

by Roger Montgomery Posted in Aura Group.

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• POSTED IN Aura Group.