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Fear + Greed: What does 2025 hold for investors?
Roger Montgomery
December 27, 2024
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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The cost of market timing
Roger Montgomery
December 11, 2024
In this week’s video insight, I discuss how the pandemic reshaped investor behaviour, leading to riskier trading and poor market timing, as highlighted by Derek Horstmeyer, a finance professor at George Mason University in the U.S. Many investors lost billions annually due to panic-driven decisions, emphasising the importance of a long-term approach. I discussed the importance of viewing markets as opportunities to invest in real businesses rather than speculating and underscored that long-term strategies outperform attempts at timing the market, as evidenced by the Montgomery Small Companies Fund’s returns over the last two years.
by Roger Montgomery Posted in Small Caps, Video Insights.
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ABC Statewide Drive – What’s ahead for 2025
Roger Montgomery
December 16, 2024
In my recent interview on ABC Statewide Drive with Jess McGuire, I shared insights on the outlook for the stock market in 2025. We discussed how focusing on the combination of disinflation and positive economic growth can be key drivers of success, rather than getting caught up in the noise from the broader financial commentary. You can listen to my segment from the 1:45-minute mark here. ABC Statewide Drive – What’s ahead for the stock market in 2025
by Roger Montgomery Posted in Radio.
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The bulls have been charging but how much energy do they have?
Roger Montgomery
December 30, 2024
As we know, the current sharemarket rally could pause or retreat on the back of a shift in sentiment in late 2025 or in 2026.
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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2025: Another bullish year ahead for equities?
Roger Montgomery
January 2, 2025
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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