latest feature ResMed’s half-year FY25 results: solid growth & expanding opportunities Roger Montgomery February 4, 2025. ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also strategically positioned to capitalise on future growth opportunities.

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 →

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 …

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 →

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 →

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 ...

2 days ago · Yesterday morning, I joined Paul Turton on ABC Newcastle to discuss U.S. President Trump’s newly imposed tariffs – 25 per cent on Mexico and Canada, 10 per cent on China, and their impact on inflation, interest rates, and global markets. We also covered the emergence of DeepSeek AI, Elon Musk’s support for Trump, and what… 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 →

4 days ago · In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using the analogy of a boat, I explain how equities can act as the engine driving growth, while credit serves as the hull that keeps you steady. The right strategy depends on your stage… Continue reading →

2 days ago · 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.