Investor Insights

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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
June 2, 2025

Ausbiz – What is happening with the bond market?

By David Buckland

Last week, I joined Juliette Saly on Ausbiz to discuss the bond markets growing instability amid surging global debt. With total debt to Global Domestic Product (GDP) ratios nearing 200 per cent globally (with a majority of this being attributed to government borrowing) confidence in government fiscal management is waning.
Read Article
May 23, 2025

Opportunities amid the uncertainty for investors who stay focused

By Roger Montgomery

This week U. S. President Donald Trump has executed something of an about-face on tariffs on Chinese imports, and predictably the market extended its celebration. This article was first published in The Australian on 16 May 2025. The U. S. -China tariff agreement announced on 12 May, marked a significant de-escalation in trade tensions.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities