ROGER MONTGOMERY « Re-inventing the way you invest
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 …
ROGER MONTGOMERY « Re-inventing the way you invest
latest feature Merry Christmas Roger Montgomery December 20, 2024. As Christmas approaches and we gradually unplug from the frenzied activity of another year, I’d like to leave you with a brief summary of the year that was, provide some guidance on what 2025 might bring and offer you my prayers for a safe and peaceful Christmas.
ROGER MONTGOMERY « Re-inventing the way you invest
latest feature Higher returns and lower risk? Yes, it’s possible with private credit Roger Montgomery December 5, 2024. In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility.
Farewell 2024, hello 2025 « ROGER MONTGOMERY
6 天之前 · The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla), which rose by an average 111 per cent over calendar 2023, continued the strong upward trajectory, increasing a further 63 per cent, on average, over calendar 2024. In short, the average “Magnificent Seven” has turned $1.00 into $3.44 in two calendar years. The Magnificent… Continue reading →
What matters for 2025 and beyond « ROGER MONTGOMERY
1 天前 · In this Livewire article, I highlight key factors for investors to watch in 2025. The rise in tech stocks, including the Magnificent Seven, is driven by share price momentum fuelled by disinflation and economic growth, rather than strong fundamentals. While concerns about a market correction persist, I argue that shifts in liquidity and investor sentiment… Continue reading →
2025: Another bullish year ahead for equities? « ROGER …
6 天之前 · 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 ...
What we have seen from the first quarter « ROGER MONTGOMERY
2023年4月4日 · In this week’s video insight Roger reviews what has happened during the first quarter, the performance of markets so far and what’s important looking forward. All eyes are on the short and long-term plausible paths for monetary policy. Despite this, Roger remains optimistic for investing in high-quality businesses generating …
Fear + Greed: is the market overvalued? « ROGER MONTGOMERY
16 小时之前 · Last year, the S&P/ASX 200 Index, along with many of its largest companies, reached multiple record highs. This raises the question – is the market now overvalued? And if so, is a correction imminent? I joined Sean Aylmer on the Fear + Greed podcast to explore these questions. Looking at traditional indicators like the price-to-book… Continue reading →
Re-inventing the way you invest - ROGER MONTGOMERY
At the beginning of 2024, investors and commentators were almost unified in their belief that after a solid 2023, more modest returns were likely. An article in the Australian Financial Review (AFR) at the beginning of the year described the market thus: “ An inexplicable and self-perpetuating melt-up that veteran analysts unanimously agree defies the fundamentals is …
Market commentary - ROGER MONTGOMERY
2024年12月27日 · 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.