Investor Insights

July 8, 2025

ABC Newcastle Mornings – How do interest rate changes impact investors?

By Roger Montgomery

I joined Paul Turton this morning on ABC Newcastle to discuss the pending interest rate decision and how its outcome could influence investors. While interest rates, consumer confidence, tariffs and a weak Australian dollar all influence the investment landscape, the real focus should be on company fundamentals.
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July 3, 2025

The importance of value investing

By Roger Montgomery

If last year I had told you that 2025 would bring with it a U. S. president who sparks a global trade war, that Israel would expand a war with Palestine to Iran, the U. S. would join the commotion and drop bombs on Iran, and U. S.
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July 1, 2025

Fear and Greed – What the year ahead holds for investors

By Roger Montgomery

I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors. Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient.
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June 26, 2025

Ausbiz – finding resilience in the stock market amid uncertainty

By Roger Montgomery

Today on Ausbiz with Juliette Saly, we explored why global stock markets are hitting new highs despite ongoing geopolitical tensions. You’d be forgiven for expecting markets to react negatively given the conflict in the Middle East, rising bond yields, Trump tariffs, and recent interest rate cuts.
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June 24, 2025

ABC Newcastle Mornings – the impact of global events on the market

By Roger Montgomery

Yesterday, I joined Paul Turton on ABC Newcastle Mornings to unpack the recent developments in the Middle East and their implications for global markets, with a specific focus on stock performance and oil prices. In the current context, despite the heightened tensions between Israel and Iran, equity markets have shown resilience.
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June 24, 2025

ABC Nightlife – the impact of geopolitics on markets and more

By Roger Montgomery

Last night on ABC Nightlife with Tim Webster, we unpacked the impact geopolitical tensions can have on markets, the Australian housing market and China’s deflation dilemma. Despite ongoing global unrest (from the Middle East conflict to the latest Trump headlines), markets have remained surprisingly resilient.
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June 20, 2025

What investors should know

By Roger Montgomery

With U. S. President Donald Trump’s almost bipolar approach to domestic and foreign policy amid a drift to authoritarianism, investors in gold and bitcoin are demonstrating a belief that the U. S. dollar and American exceptionalism are simultaneously being undermined.
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June 19, 2025

ABC Statewide Drive – Why the ASX is shrinking

By Roger Montgomery

Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the concerning trend of shrinking listings on the Australian Securities Exchange (ASX). We have seen a spate of takeovers (often by overseas companies), mergers and delistings (as firms struggle to raise capital) – and critically these companies are not being replaced by new listings.
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June 19, 2025

Ausbiz – fading U.S. exceptionalism

By Roger Montgomery

I recently joined Juliette Saly on Ausbiz to discuss the evolving landscape of U. S. exceptionalism and its implications for global markets. Our conversation delved into the shifting dynamics of the U. S.
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June 6, 2025

The next crisis?

By Roger Montgomery

Markets cycle back and forth between periods of calm when investors are at ease and periods of heightened volatility, usually when investors have taken by surprise. These surprises tend to fall into two categories, and it’s important to be able to distinguish between them. This article was first published in The Australian on 29 May 2025.
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