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February ABC Nightlife – Finance
Roger Montgomery
February 5, 2025
Last night, I joined Phil Clark on ABC Nightlife to talk about the growing calls for a market correction and why I don’t see the signs of a bubble. We also discussed how disinflation, economic growth, and liquidity are lifting equity prices, and the challenges of investing in new technology, with DeepSeek’s rise showing how quickly disruptors can shake up the market. We also covered the broader market and economic news and answered some questions from listeners. Continue…
by Roger Montgomery Posted in Radio.
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ABC Nightlife – tariffs, superannuation, and gold
Roger Montgomery
April 10, 2025
I joined Philip Clark on ABC Nightlife to unpack the recent market volatility, sparked by Donald Trump’s latest tariff announcements – and what’s next for equities, interest rates, and global markets. Continue…
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HUB24 half-year results
Roger Montgomery
February 20, 2025
Held in the portfolio of the Montgomery Small Companies Fund, the investment and superannuation platform provider HUB24 (ASX:HUB) has risen 116 per cent in the last 12 months. This week, the company released its results for the first half of 2025, with a lot to like. Continue…
by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.
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Australian reporting season: strong start with surprises on dividends and upgrades
Roger Montgomery
February 21, 2025
In this week’s video insight, I discussed the latest updates from Australia’s reporting season, where earnings and dividends have generally exceeded expectations. So far, companies reporting above forecasts outnumber those missing, contributing to the market’s performance in February. Analyst upgrades have also been more frequent than downgrades, with several well-established companies maintaining their competitive position.
by Roger Montgomery Posted in Companies, Video Insights.
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ABC Statewide Drive – How is 2025 shaping up for investment markets?
David Buckland
January 24, 2025
In yesterday’s interview on Statewide Drive with Jess McGuire, I discussed how 2025 is shaping up for investment markets. As we approached the U.S. presidential inauguration, global markets performed strongly, with the S&P 500 up 3 per cent and tech stocks, predominantly led by the ‘Magnificent 7,’ also showing gains. Meanwhile, Chinese markets struggled, down around 3 per cent year-to-date, driven by deflationary pressures impacting consumer spending. Continue…
by David Buckland Posted in Radio.
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How DeepSeek has exposed the short lifespan of monopolies
Roger Montgomery
February 12, 2025
What are the best businesses? The answer to that question is “monopolies” and investors need to ask whether the current crop of artificial intelligence (AI)-driven large language models (LLM’s) and the suppliers of their chips, storage and energy need have the monopoly characteristics they assumed.
by Roger Montgomery Posted in In the Press.
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Why the collapse of building companies is a wake-up call to private credit investors
Roger Montgomery
April 14, 2025
With our own construction industry grappling with challenges and vulnerabilities highlighted by a wave of recent high-profile collapses, investors – especially private credit investors – you need to sit up, pay attention and make some decisions. Continue…
by Roger Montgomery Posted in In the Press.
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ABC Nightlife – is there more selling to come?
Roger Montgomery
March 12, 2025
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.
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Navigating interest rate cuts: how retirees can protect their investments
Roger Montgomery
March 3, 2025
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.
by Roger Montgomery Posted in Aura Group, Economics, Video Insights.
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Ausbiz The Last Call – ‘Liberation’ looms large
Roger Montgomery
March 31, 2025
I joined Ausbiz last week with fellow panellists Josh Gilbert from eToro and Grady Wulff from Bell Direct, to discuss a range of developments shaping the current economic and political landscape. Continue…
by Roger Montgomery Posted in TV Appearances.
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Investing in gold – Should you be bullish or bearish? LISTEN NOW
If you haven’t noticed, the U.S. construction sector is that economy’s wildcard, and it’s sounding an alarm bell that can be heard across the Pacific all the way to Australia.