In this week’s video insight, I explore the rally driving equity markets, led by technology stocks and the artificial intelligence (AI) boom – which are being fueled by a flood of central bank liquidity.

While company earnings have been strong and inflation is cooling, signs of excessive speculation are starting to emerge – from meme stock rallies to a surge in short-dated options and unprofitable companies tripling in value. With global risks rising and U.S. debt levels climbing, perhaps now could be a sensible time to reassess your portfolio and consider reallocating some gains into assets that have less public market risk. Continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

This morning i joined Juliette Saly on Ausbiz to discuss how investors should focus on central bank actions rather than rhetoric – given liquidity continues to be a key driver behind today’s market momentum. Over the past year, global liquidity has surged by around US$10 trillion, helping to fuel the dramatic rise in equities, defence stocks, and artificial intelligence (AI). Continue…

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

Private credit is on the rise, capturing headlines and investor attention alike – but what’s driving the surge? In this conversation, I take us back to basics, cutting through the hype and fear to explain how private credit works, why it’s grown so rapidly, and what investors need to know to navigate the space wisely. From returns and risk to liquidity and diversification, this session dives into the real mechanics of this evolving asset class. Continue…

by Roger Montgomery Posted in Aura Group, Popular, TV Appearances.

• save this article
• POSTED IN Aura Group, Popular, TV Appearances.

In this episode of Over the Money Fence, I join Nicola and Di to explore the Three Bucket Strategy – a simple yet powerful way to take control of your finances with structure and confidence. Life can get busy and complicated, especially when juggling adult children and aging parents, life events like divorce, or inheritances can also complicate your finances. This strategy helps you stay grounded by dividing your money into three clear categories: cash for now, income for soon, and growth for later. Continue…

by Roger Montgomery Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel.

Earlier this week, we published our Financial Year 2025 (FY25) Reporting Season calendar, so make sure you have a look at that. Here a quick overview of what you could be watching for as Australia’s FY25 reporting season gets underway.

While equity markets have demonstrated resilience through the first half of the year, this earnings season could prove to be an inflection point – one that will either reaffirm confidence or expose the cracks beneath recent optimism. Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

This morning on ABC Mornings with Paul Turton, we discussed the upcoming corporate reporting season and what it might reveal about Australia’s economic health. I noted that while markets have been strong so far this year – led by banks and tech – investors will be closely watching whether earnings justify this optimism. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

There’s a lot going on in cryptocurrency markets and while many still dismiss them as a fad, recent announcements and enacted legislation in the U.S., demands investors begin to pay attention to the emerging asset class, if they haven’t already. Continue…

by Roger Montgomery Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

Australia’s reporting season is now underway, shifting investor attention from Trump’s tariffs and cheating on the golf course to company earnings, as well as their 2026 outlook statements.  

The goal? Pinpointing sectors and businesses with the potential for genuine earnings growth. Even if Trump’s actions cause vibrations in the market, it will be the companies that can grow that will ultimately deliver the most attractive returns.  Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.