Investor Insights

January 23, 2025

Ausbiz – is 2025 the year for small caps?

By David Buckland

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.
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January 9, 2025

Ausbiz – outlook for 2025

By David Buckland

I appeared on Ausbiz to review 2024 and talk about the outlook for 2025. Will the Magnificent Seven tech stocks continue their upward climb in 2025? Rising U. S. bond yields could potentially impact some of the share price returns of tech stocks in the U. S. market.
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January 8, 2025

Fear + Greed: is the market overvalued?

By Roger Montgomery

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.
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January 7, 2025

What matters for 2025 and beyond

By Roger Montgomery

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.
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January 6, 2025

Fear + Greed: Investing in an AI world

By Roger Montgomery

I joined Sean Aylmer on the Fear + Greed podcast to discuss one of the current key themes for markets – artificial intelligence (AI). AI is shaping the world and transforming industries including healthcare and transportation but there are always winners and losers. So which companies are thriving and which are most at risk?
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January 2, 2025

2025: Another bullish year ahead for equities?

By Roger Montgomery

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.
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December 27, 2024

Fear + Greed: What does 2025 hold for investors?

By Roger Montgomery

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.
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December 19, 2024

December ABC Nightlife – Finance

By Roger Montgomery

This week, I had the pleasure of joining Phil Clarke on ABC Nightlife to reflect on the surprising performance of the share market in 2024 and to discuss my outlook for 2025. At the start of the year, many investors and advisers anticipated modest returns following a strong 2023.
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December 16, 2024

ABC Statewide Drive – What' ahead for 2025

By Roger Montgomery

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.
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December 13, 2024

Ausbiz – The "Euphoriameter"

By Roger Montgomery

Yesterday, I appeared on ausbiz to share my thoughts on the current bull market, including the potential for a correction in January or a broader pullback next year. We discussed how disinflation and economic growth have historically supported innovative companies with pricing power.
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November 29, 2024

Ausbiz – Risks, opportunities, and the outlook for equities in 2025

By Roger Montgomery

Yesterday, I joined Ausbiz to share my thoughts on the outlook for Australian equities heading into 2025. We discussed how the current environment of economic growth and disinflation supports markets, but also the risks posed by rising valuations and global debt levels, which now sit at $312 trillion.
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