ROGER MONTGOMERY « Re-inventing the way you invest
latest feature Farewell 2024, hello 2025 David Buckland January 2, 2025. 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.
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.
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 →
Farewell 2024, hello 2025 « ROGER MONTGOMERY
Jan 2, 2025 · 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
3 days ago · 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 →
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 ...
Roger Montgomery « ROGER MONTGOMERY
Dec 30, 2024 · 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 ...
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 …
2025: Another bullish year ahead for equities? « ROGER …
Jan 2, 2025 · 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 ...