Investor Insights

May 1, 2025

Ausbiz – 100 days of Trump

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss the first 100 days of the Trump administration, which has been marked by controversial executive orders, mass deportations, ‘January 6’ pardons, and of course – tariffs.
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April 29, 2025

A return to fundamentals

By Roger Montgomery

It seems like a distant memory now, but 2025 began with an upbeat outlook, buoyed by deregulation and robust earnings. By February, however, the mood shifted as the U. S. released a significant trade policy document, hinting at a tough stance towards its trading partners.
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February 26, 2025

Shares for beginners – liquidity lubrication

By Roger Montgomery

I joined Philip Muscatello on the Shares for Beginners podcast to discuss the outlook for 2025, shifting market conditions, and where investors should focus in the year ahead. We explored the impact of disinflation, robust economic growth, and liquidity shifts on global markets, as well as the role of artificial intelligence (AI) and innovative companies.
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February 26, 2025

February – ABC Statewide Drive

By Roger Montgomery

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.
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February 20, 2025

Ausbiz – should we be less certain on a bullish 2025 now?

By Roger Montgomery

I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of rivals, and Nick Scali’s growth through strategic acquisitions.
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February 19, 2025

ABC Newcastle Mornings – February 2024

By Roger Montgomery

I joined Paul Turton on ABC Newcastle radio yesterday to discuss the potential impact of rate cuts, the key drivers of the U. S. market’s strong performance, and what investors should focus on moving forward. We also touched on how markets are reacting to the deferral of tariffs, adding uncertainty to the outlook.
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February 12, 2025

How DeepSeek has exposed the short lifespan of monopolies

By Roger Montgomery

What are the best businesses? The answer to that question is “monopolies” and investors need to ask whether the current crop of artificial intelligence (AI)-driven large language models (LLM’s) and the suppliers of their chips, storage and energy need have the monopoly characteristics they assumed.
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February 7, 2025

Ausbiz – 2025 wildcards beyond the White House

By Roger Montgomery

Yesterday, I joined Ausbiz to discuss market trends, noting that while disinflation and economic growth provide support, tightening liquidity could impact small caps this year. I highlighted real estate as an opportunity, where temporary setbacks, like the REA Group (ASX:REA) CEO’s resignation, may offer buying chances. Looking ahead, U. S.
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February 5, 2025

February ABC Nightlife – Finance

By Roger Montgomery

Last night, I joined Phil Clark on ABC Nightlife to talk about the growing calls for a market correction and why I don’t see the signs of a bubble.
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February 5, 2025

ABC Newcastle Mornings – February 2024

By Roger Montgomery

Yesterday morning, I joined Paul Turton on ABC Newcastle to discuss U. S. President Trump’s newly imposed tariffs – 25 per cent on Mexico and Canada, 10 per cent on China, and their impact on inflation, interest rates, and global markets.
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