Investor Insights

July 11, 2025

ABC Statewide Drive – rates, real estate, and rising ratios

By David Buckland

Yesterday afternoon I joined Jess Maguire on ABC Statewide Drive to discuss Michele Bullock’s decision to hold the cash rate. The Reserve Bank of Australia (RBA) cited that monthly data is erratic and therefore they are waiting for more reliable quarterly figures. A rate cut later this year remains a strong possibility.
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July 11, 2025

Artificial Intelligence is reshaping investment portfolios

By Roger Montgomery

With a new financial year comes the chance to reset and consider if there’s any reason to expect forces shaping the previous year to fade away. The process might even throw up a completely new interpretation of what’s going on, as it has for me. This article was first published in The Australian on 3 July 2025.
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July 10, 2025

Ausbiz – RBA holds fire

By David Buckland

This morning, I joined Juliette Saly on Ausbiz to discuss the Reserve bank of Australia’s (RBA) surprise decision to hold rates at 3. 85 per cent, despite earlier expectations of a cut. Governor Michele Bullock made it clear the RBA is prioritising quarterly data over monthly figures, citing volatility in the latter.
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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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