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March 10, 2026

ABC Newcastle Mornings – why fundamentals still matter in times of conflict

By Roger Montgomery

This morning on ABC Newcastle Mornings with Paul Turton, I discussed how markets respond to geopolitical shocks and why investors should keep their focus on underlying fundamentals. While conflicts can cause short-term volatility, history shows markets often recover as investors anticipate recovery spending and economic growth.

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March 6, 2026

ABC Statewide Drive – Oil, war and what investors should watch

By Roger Montgomery

Yesterday afternoon I joined Jess Maguire on ABC Statewide Drive to discuss how the conflict in the Middle East is affecting global markets. While headlines have focused on oil and petrol prices, we also discussed the potential impact on industries such as airlines, tourism and energy-intensive manufacturing.

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March 5, 2026

Ausbiz – Is the hype of the robotics sector justified?

By Roger Montgomery

Today on Ausbiz with Juliette Saly, I discussed the growing hype around humanoid robots. While many companies promise household robots within a decade, leading roboticist Rodney Brooks believes major technical hurdles remain before they can perform meaningful work in homes or industry.

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March 5, 2026

The Australian – How the AI boom and a liquidity crisis are threatening to upend markets

By Roger Montgomery

For years, investors believed and followed a “lower for longer” mantra that pushed capital further out along the risk spectrum. It has flowed into private equity, cryptocurrencies, and high-flying tech. However, as the tide of cheap liquidity recedes, we’re seeing a typical correction as investors retreat from riskier assets.

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February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.

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February 25, 2026

ABC Newcastle Mornings – Global Volatility, AI Disruption and the Reporting Season

By Roger Montgomery

I joined Paul Turton on ABC Newcastle Mornings to discuss the recent volatility in global markets, driven by U. S. tariffs, political uncertainty and rapid developments in artificial intelligence (AI). I explained that because the U. S.

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February 20, 2026

ABC Statewide Drive – investing in the age of artificial intelligence

By Roger Montgomery

This week on ABC Statewide Drive, I spoke about how artificial intelligence (AI) is reshaping sharemarkets, prompting investors to reassess which business models are likely to benefit and which may face disruption. Major technological shifts tend to reshape markets in unpredictable ways.

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February 19, 2026

Ausbiz – Another AI-powered disruption

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss how AI-generated content is becoming so hyper realistic that it is increasingly difficult to distinguish from reality. For investors, this pace of improvement highlights both the extraordinary power of the technology and the speed at which competitive advantages can erode.

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February 19, 2026

The Australian – Private markets offer refuge as the traditional 60/40 portfolio crumbles

By Roger Montgomery

It’s a shot across the bow. In recent weeks, short, sharp sell-offs across the largest global artificial intelligence (AI) hyperscalers have woken investors from their technology and AI-inspired slumber. In just six trading sessions, Microsoft fell 18 per cent.

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February 11, 2026

ABC Newcastle Mornings – The AI investment reckoning

By Roger Montgomery

I joined Paul Turton on ABC Mornings to discuss how AI is evolving beyond simple prompts into autonomous agents that can act on our behalf, but warned that market expectations may be getting ahead of reality.

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February 10, 2026

ABC The Business – Falling U.S. dollar and global uncertainty spark modern day gold rush

By Roger Montgomery

I joined ABC News, who were reporting on the shifting outlook for markets, to discuss how fading U. S. exceptionalism, a weaker dollar and concerns about China have unsettled investors and driven a rush to gold.

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February 9, 2026

Ausbiz – has tech run its course?

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss how the AI trade has shifted from hype to reality. Adoption is proving more cyclical than expected, customers will not pay any price for AI tools, and data centre rollouts face delays from regulation and power constraints.

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Investor Insights

ABC Newcastle Mornings – why fundamentals still matter in times of conflict

By Roger Montgomery

ABC Statewide Drive – Oil, war and what investors should watch

By Roger Montgomery

Ausbiz – Is the hype of the robotics sector justified?

By Roger Montgomery

The Australian – How the AI boom and a liquidity crisis are threatening to upend markets

By Roger Montgomery

Ausbiz– Beating the Bubble

By Roger Montgomery

ABC Newcastle Mornings – Global Volatility, AI Disruption and the Reporting Season

By Roger Montgomery

ABC Statewide Drive – investing in the age of artificial intelligence

By Roger Montgomery

Ausbiz – Another AI-powered disruption

By Roger Montgomery

The Australian – Private markets offer refuge as the traditional 60/40 portfolio crumbles

By Roger Montgomery

ABC Newcastle Mornings – The AI investment reckoning

By Roger Montgomery

ABC The Business – Falling U.S. dollar and global uncertainty spark modern day gold rush

By Roger Montgomery

Ausbiz – has tech run its course?

By Roger Montgomery

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