ROGER MONTGOMERY « Re-inventing the way you invest
In yesterday’s interview on Statewide Drive with Jess McGuire, I discussed how 2025 is shaping up for investment markets. As we approached the U.S. presidential inauguration, global markets performed strongly, with the S&P 500 up 3 per cent and tech stocks, predominantly led by the ‘Magnificent 7,’ also showing gains. Meanwhile, Chinese …
ROGER MONTGOMERY « Re-inventing the way you invest
Every day, I am met with articles quoting commentators telling me that the market is high and, therefore, on the precipice of a correction. Let’s get one thing straight – markets don’t fall just because they are high. They can stay high and continue upwards for a long time. It is also a mistake to… Continue reading →
ROGER MONTGOMERY « Re-inventing the way you invest
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. I also discussed the potential in Australian small caps… Continue reading →
About Roger « ROGER MONTGOMERY
Roger Montgomery founded the office of Montgomery Investment Management Pty Ltd, www.montinvest.com in 2010 following a successful career as a fund manager, public company chairman and most recently, best-selling investment author. Montgomery is independent and manages funds for a small group of private individuals and families, their companies, trusts, superannuation funds and charitable ...
Re-inventing the way you invest - 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.
Investing with Montgomery
Investing with Montgomery . Montgomery Investment Management is dedicated to delivering superior long-term outcomes to investors. Our core team focuses on delivering high-quality and compliant investment solutions, considered investment insights and responsive client service.
Any fears for 2025? « ROGER MONTGOMERY
Dec 17, 2024 · Any fears for 2025? 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 ...
Re-inventing the way you invest - ROGER MONTGOMERY
In this week’s video insight, I discuss how the pandemic reshaped investor behaviour, leading to riskier trading and poor market timing, as highlighted by Derek Horstmeyer, a finance professor at George Mason University in the U.S. Many investors lost billions annually due to panic-driven decisions, emphasising the importance of a long-term approach. I …
Re-inventing the way you invest - ROGER MONTGOMERY
With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families. Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.
Market commentary - ROGER MONTGOMERY
I sat down with Paul Turton to discuss what’s been happening in investment markets so far this year. They talked about the impact of President Trump’s inauguration on markets and the continued strong performance of the Magnificent 7 Technology stocks. David also shared insights into the opportunities for small-cap stocks, which have …