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. I also shared insights on individual stock picks, highlighting companies such as Commonwealth Bank of Australia (ASX:CBA), REA Group (ASX:REA), Nick Scali (ASX:NCK), ARB Corporation (ASX:ARB) and more, which are strengthening their competitive advantages and positioning for long-term growth.

Listen to the full podcast episode here:

Disclaimer:

The Montgomery Fund owns shares in Commonwealth Bank of Australia. The Montgomery Small Companies Fund owns shares in Nick Scali and ARB Corporation. This article was prepared 26 February 2025 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Commonwealth Bank of Australia, Nick Scali and ARB Corporation, you should seek financial advice.