• This week, i joined the 'Equity mates' podcast to discuss the current state of the market LISTEN NOW

U.S. stocks have already jumped 10%. Where are the opportunities for 2024?


U.S. stocks have already jumped 10%. Where are the opportunities for 2024?

Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise.

Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.

Last week, I had the privilege of sitting down to discuss global equity expected returns with our investment partner Polen Capital’s Damon Ficklin. At the helm of the U.S. $60 billion Polen Capital in Boca Raton, Damon offered fascinating insights about the ‘Magnificent 7’, Amazon and other global stocks that have recently captured headlines.

Listen to our conversation and discover Damon’s favourite global stock in the video.

Learn more about the Polen Capital Global Growth Fund here. Alternatively, if you would like to invest, contact your adviser or call our team on 02 8046 5000.


Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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