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latest feature

Farewell fiscal 2025, hello fiscal 2026

latest feature

Farewell fiscal 2025, hello fiscal 2026

David Buckland
July 1, 2025

The Magnificent Seven; Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued its strong upward trajectory, increasing a further 63 per cent, on average, over calendar year 2024. continue…

The Magnificent Seven; Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose continue...

by David Buckland Posted in Economics, Editor's Pick, Foreign Currency, Market commentary.
  • save this article
conflict
The world is in conflict but the stock market keeps going up – what am I missing?
June 23, 2025

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Video Insight - looking back - market cycles then and now
Looking back – market cycles then and now
July 4, 2025
by Roger Montgomery
Video Insight - FAANG to MANGO
From FAANG to MANGO - the new acronym analysts are sinking their teeth into
June 26, 2025
by Roger Montgomery
2.41%
Bonds are still flashing red
June 18, 2025
by Roger Montgomery
RM - video insight - bonds are flashing red
Bonds are flashing red
June 3, 2025
by Roger Montgomery
  • MEDIA

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

    Roger Montgomery
    July 8, 2025

    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. Focussing on the long-term value of quality businesses is ultimately what drives shareholder returns. Continue…

    by Roger Montgomery Posted in Radio.
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    • save this article
    • POSTED IN Radio.
  • Beyond the big win – how do you protect and grow your wealth?

    Roger Montgomery
    July 8, 2025

    We’ve all heard the stories of entrepreneurs who succeeded after failure. Less common are the stories of those who failed after succeeding. Heck, I Googled “entrepreneurs who failed AFTER succeeding” and Google returned pages and pages of articles with titles similar to; “How successful entrepreneurs bounce back from failure.” The opposite of what I was searching for. Continue…

    by Roger Montgomery Posted in Investing Education.
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    • POSTED IN Investing Education.
  • Bitcoin mania?

    Roger Montgomery
    July 7, 2025

    An examination of asset class returns over the last twelve months, including residential property in various capital cities, reveals Bitcoin’s superior performance. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Trump’s Big Beautiful Bill Act

    Roger Montgomery
    July 4, 2025

    In what some have described as a ‘dramatic’ 218-214 vote, the U.S. House narrowly passed President Trump’s US$3.4 trillion “Big Beautiful Bill Act,” a nearly 900-page tax-and-spending package that does mark a major victory for Trump and GOP (Republican Party) leaders. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • AI

    The latest AI goldrush – its not what you think

    Roger Montgomery
    July 4, 2025

    The race to lead in artificial intelligence (AI) feels like a modern gold rush, but instead of more power or better performance, the latest race is for people – brilliant minds. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    AI
  • Over the Money Fence

    MEDIA

    Over The Money Fence – smart investing at every stage of your life

    Roger Montgomery
    July 4, 2025

    In this episode of our monthly series Over The Money Fence, with Nicola and Di, we tackle the question; ‘What does smart investing look like at every age and stage of your life?’. The answer may not be as simple as you would expect. Continue…

    by Roger Montgomery Posted in Podcast Channel.
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    • POSTED IN Podcast Channel.
    Over the Money Fence
  • Video Insight - looking back - market cycles then and now

    Looking back – market cycles then and now

    Roger Montgomery
    July 4, 2025

    In this week’s video insight, I thought I would break down an insightful article by Michael Howell of CrossBorder Capital titled ‘Accord’: The Most Dangerous Word in Forex Markets. Howell highlights that we’re 33 months into a global liquidity upswing, but signs like rising bond yields and narrowing equity gains suggest we’re entering a late-stage cycle. Continue…

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
    Video Insight - looking back - market cycles then and now
  • The importance of value investing

    MEDIA

    The importance of value investing

    Roger Montgomery
    July 3, 2025

    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. treasury bond rates would be high, I suspect you would predict the stock market to trade lower. Much lower. 

    And yet here we are, with the S&P 500 near or at all-time highs.

    This article was first published in The Australian on 26 June 2025. Continue…

    by Roger Montgomery Posted in In the Press.
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    • POSTED IN In the Press.
    The importance of value investing
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HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT

Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today. 

READ HERE
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WHITEPAPER

HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT

Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today. 

READ HERE

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

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