Investor Insights

Archive: January, 2025

January 9, 2025

Ausbiz – outlook for 2025

By David Buckland

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.
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.
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.
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?
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.

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