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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. 

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by Roger Montgomery Posted in Video Insights.

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I joined Ausbiz to discuss the 2025 market landscape, exploring themes like whether the return of President Trump is driving market sentiment. I highlighted the disparity between the US’s GDP and its global market capitalisation, attributing it to sentiment around big-cap stocks like the “Magnificent Seven.” I also addressed China’s deflation and its impact on commodities like iron ore. Additionally, I pointed out opportunities in the small-cap space, particularly as Australia faces potential interest rate cuts this year. You can watch the interview here: Ausbiz – is 2025 the year for small caps?

by David Buckland Posted in TV Appearances.

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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.

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I joined Ausbiz Private Access to explore the rise of private credit in Australia, driven by a $350 billion funding gap for small to medium enterprises (SMEs). I highlight opportunities for non-bank lenders, growing demand from retirees for stable income, and the importance of risk management within private credit funds.  Watch the full interview here: Ausbiz: Private Access: Independent ratings make risk vs reward crystal clear 

by Roger Montgomery Posted in Aura Group, TV Appearances.

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I joined Ausbiz to discuss the growing appeal of the private credit sector and why it is emerging as a popular investment option for retail investors. Continue…

by Roger Montgomery Posted in TV Appearances.

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In my latest article for Firstlinks, I unpack a fundamental question: why do investors react differently to market fluctuations when they own a listed company versus a private business? If a private enterprise consistently grows its profits, owners dismiss lowball offers. Yet in public markets, investors often panic over short-term price movements, even when the business is thriving. This disconnect has important implications for portfolio construction, particularly for retirees navigating sequencing risk. I also explore whether private credit could offer a more stable income alternative. Read the full article here: Firstlinks – An alternative asset class for income-seeking retirees Continue…

by Roger Montgomery Posted in On the Internet.

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This week, I joined David Taylor on ABC PM to discuss the Reserve Bank of Australia’s latest rate cut and why bank customers should take action. Many of us are effectively lending money to banks for free, and inertia prevents us from seeking better returns. With no guarantee of further cuts, now is the time to shop around and make our cash work harder. Continue…

by Roger Montgomery Posted in Economics, Radio.

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Yesterday I joined Jess McGuire on ABC Statewide Drive to discuss why private credit is gaining traction as a popular investment option.

Following the Global Financial Crisis (GFC) banks faced increased regulation, making particular loan types less profitable for them. As a result, banks stopped offering these types of loans, creating a gap in the market. The private credit sector has stepped in to fill this void. Continue…

by Roger Montgomery Posted in Radio.

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I joined Hope Radio to share my top tips for investing success at every stage of life. Risk appetite tends to lessen the older we get. Despite this, a balanced approach to risk versus reward is imperative at any age. The older generation shouldn’t shy away from risk all together but instead assess the potential outcomes carefully to maximise their potential rewards. And younger people can take advantage of the ‘bounce-back’ factor. Meaning they have a longer ‘runway’ and can afford to take more risk before their large financial commitments like starting a family or having a mortgage come along. 

by Roger Montgomery Posted in Radio.

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Last year, the stars were aligned for gains in equities. In 2023, we alerted investors to three key ingredients pointing in the right direction for 2024. Disinflation, positive economic growth and a massive injection of liquidity all helped investors feel confident about piling into the AI thematic, which drove equity indices to new all-time records. Continue…

by Roger Montgomery Posted in Economics.

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