Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our blog and articles in The Australian, compelling investors to consider and pay attention to the very low price-to-earnings (P/E) ratios at which equities were trading. Continue… by Roger Montgomery Posted in Economics, Market commentary.

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 …

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 →

Dec 31, 2024 · 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 →

Jan 7, 2025 · 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 →

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 ...

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 ...

Nov 19, 2024 · 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.

Feb 5, 2025 · Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking.

Feb 3, 2025 · Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our blog and articles in The Australian, compelling investors to consider and pay attention to the very low price-to-earnings (P/E) ratios at which equities were trading. continue… by Roger Montgomery Posted in Economics, Market commentary.