Mar 27 2024 40 mins 144
The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.
In today's episode, we cover:
- Why is the share market on a bull run?
- AI hopefuls - Macquarie Technology and Megaport
- Consumer favourites - Lovisa Jewellery and ARB
- Does Bunnings have too much power?
Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode
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