Popular Articles

In this week’s video insight, I delve into the recent interest rate cut by the Reserve Bank of Australia (RBA) and what it means for self-funded retirees relying on cash and term deposits. With lower rates affecting returns, I explore the broader implications for retirement income and discuss private credit as one potential alternative to help navigate this changing landscape.

Continue…

by Roger Montgomery Posted in Aura Group, Economics, Video Insights.

• save this article
• POSTED IN Aura Group, Economics, Video Insights.

Last week, I joined Jess McGuire on ABC Statewide Drive to discuss the current reporting season. Share prices are reacting more sharply to earnings surprises, with around four companies beating estimates for every one that misses. Dividend per share results are also exceeding forecasts at a two-to-one rate, driving company outlook upgrades. Listed companies are gaining market share, with strong performers like the Commonwealth Bank of Australia (ASX:CBA), JB Hi-Fi (ASX:JBH), and REA Group (ASX:REA) standing out. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• 2 Comments
• save this article
• 2
• POSTED IN Radio.

I joined Philip Clark on ABC Nightlife to discuss the latest finance news, including nervous investors, declining stock markets, Trump, tariffs, trade wars, and Chinese warships off our coast. Is there more selling on the horizon and what should investors look at?  You can listen to the full episode here: Nightlife Finance with Roger Montgomery

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of rivals, and Nick Scali’s growth through strategic acquisitions. I also shared my broader market outlook, highlighting the importance of disinflation, economic growth, and liquidity for a bull market, while questioning the sustainability of liquidity in future gains. Listen to the full interview here: Ausbiz – should we be less certain on a bullish 2025 for now? 

by Roger Montgomery Posted in In the Press, TV Appearances.

• READ
• save this article
• POSTED IN In the Press, TV Appearances.

The front-of-mind topic for investors, now that reporting season is over, is what Trump’s trade wars and tariffs, the potential of an end to AI-related stock leadership, and general volatility mean for the stock market’s outlook. Today we touch on one of the bullish arguments I came across in my readings. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

• save this article
• POSTED IN Global markets, Market commentary.

I joined Paul Turton on ABC Newcastle radio yesterday to discuss the potential impact of rate cuts, the key drivers of the U.S. market’s strong performance, and what investors should focus on moving forward. We also touched on how markets are reacting to the deferral of tariffs, adding uncertainty to the outlook. Given these factors, I emphasised the importance of focusing on businesses with steady earnings growth rather than trying to predict macroeconomic trends, as long-term returns will ultimately reflect the strength of the underlying companies. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Yesterday, I joined Ausbiz to discuss market trends, noting that while disinflation and economic growth provide support, tightening liquidity could impact small caps this year. I highlighted real estate as an opportunity, where temporary setbacks, like the REA Group (ASX:REA) CEO’s resignation, may offer buying chances. Looking ahead, U.S. and China tensions and debt refinancing remain key risks, with history suggesting a potential market decline despite the bullish backdrop. You can watch my full interview here: Ausbiz – 2025 wildcards beyond the White House Continue…

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

In this week’s video insight, I discuss the key takeaways from the latest earnings season and what they mean for investors. While many companies exceeded expectations, cautious guidance and trimmed ASX 200 forecasts suggest a slower recovery ahead. I also explore the growing role of artificial intelligence (AI) in earnings calls and whether it’s translating into real financial gains. 

Continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

I joined Philip Muscatello on the Shares for Beginners podcast to discuss the outlook for 2025, shifting market conditions, and where investors should focus in the year ahead. We explored the impact of disinflation, robust economic growth, and liquidity shifts on global markets, as well as the role of artificial intelligence (AI) and innovative companies. I also shared insights on individual stock picks, highlighting companies such as Commonwealth Bank of Australia (ASX:CBA), REA Group (ASX:REA), Nick Scali (ASX:NCK), ARB Corporation (ASX:ARB) and more, which are strengthening their competitive advantages and positioning for long-term growth. Continue…

by Roger Montgomery Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel.

I joined Paul Turton on ABC Newcastle radio to discuss the recently announced tariffs and their impact on global markets. The market reacted swiftly, with both the S&P 500 and Nasdaq declining as investors weighed the potential consequences. Many economists believe these tariffs could have negative long-term effects, despite being designed to encourage onshore manufacturing, particularly in the technology sector. However, such policies also carry risks, including escalating trade wars between countries and disruptions to imports and exports, which could have broader economic implications. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.