Investor Insights

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.
Read Article
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.
Read Article
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?
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
November 28, 2024

November ABC Nightlife – Finance

By Roger Montgomery

Earlier this week, I joined Phil Clark on ABC Nightlife to discuss the latest in finance. We explored the rise of Bitcoin and crypto ETFs, including their increased accessibility and the potential implications of President-elect Donald Trump’s vision for the U. S. as a leading repository for Bitcoin.
Read Article
November 1, 2024

November ABC Statewide Drive – Money Matters

By Roger Montgomery

Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations.
Read Article
October 31, 2024

The Money Puzzle – Are wayward CEOs costing you money?

By Roger Montgomery

Last night, I joined James Kirby on the Australian podcast, The Money Puzzle, to discuss the impact of wayward CEOs on shareholder value. We explored how certain CEOs, can inadvertently taint their company’s image, sometimes costing investors in terms of public trust and financial returns.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities