ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

  • Bond markets signal caution – time to pay attention READ HERE to learn more.

latest feature

Bonds are flashing red

latest feature

Bonds are flashing red

Roger Montgomery
June 3, 2025

In this week’s video insight I discuss why the bond market is setting off warning signs for investors, policy makers and the economy. continue…

In this week’s video insight I discuss why the bond market is setting off warning signs for investors, policy makers continue...

by Roger Montgomery Posted in Video Insights.
  • 2 Comments
  • save this article
  • 2
The next crisis?
June 6, 2025

MONTGOMERY

WHITEPAPERS

library of recent papers
  • Higher returns and lower risk? Yes, it’s possible with private credit
  • Investing in the Next Phase of Artificial Intelligence
  • The future of ageing: Medtech solutions for a healthier tomorrow 
subscribe sign in

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
2.41%
Bonds are still flashing red
June 18, 2025
by Roger Montgomery
DB Video Insight
Australia's housing and cost of living crisis is hurting the less well off
May 30, 2025
by David Buckland
Bond markets - video insight
Bond markets signal caution – time to pay attention
May 22, 2025
by Roger Montgomery
Market Outlook for 2025
Market outlook for 2025
May 15, 2025
by Roger Montgomery
  • 2.41%

    Bonds are still flashing red

    Roger Montgomery
    June 18, 2025

    Following strong interest from my latest video insight on the U.S. bond market this update takes a deeper look. Continue…

    by Roger Montgomery Posted in Video Insights.
    • save this article
    • POSTED IN Video Insights.
    2.41%
  • ABC news

    ABC Business News – U.S.-China trade talks and market insights

    Roger Montgomery
    June 16, 2025

    I joined Kirsten Aiken on ABC News earlier this week to discuss the recent U.S.-China trade talks. While these discussions aimed to reinforce the trade truce established last month in Geneva, they primarily offered a framework without substantial new commitments, leaving investors largely unimpressed. The prevailing concern among investors, however, is the perceived gradual shift of the U.S. towards authoritarianism, which is creating significant unease in the markets.

    Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    ABC news
  • american flag 2

    The U.S. slide into authoritarianism

    Roger Montgomery
    June 13, 2025

    As an investor witnessing more than three decades of booms and busts, I find it increasingly difficult to separate investing from politics, especially when political figures have a harmful, toxic, and deleterious impact on investment performance. I am frequently told by those who disagree to stay in my lane and steer clear of politics, but under Trump, the two subjects are intertwined. I believe it’s impossible to peer into the future – where investment returns are produced – and ignore Trump’s impact, and therefore, his intentions. Continue…

    by Roger Montgomery Posted in Market commentary.
    • 3 Comments
    • save this article
    • 3
    • POSTED IN Market commentary.
    american flag 2
  • US dollar

    Trump’s “Big Beautiful Bill” threatens equity markets as global debt wall looms

    Roger Montgomery
    June 13, 2025

    Trumps massive deficit spending plan coincides with an unprecedented refinancing burden that could drain market liquidity. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    US dollar
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

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

    Ross Greenwood, Channel Nine, 2GB

  • MEDIA

    ABC Newcastle Mornings – Trump/Musk fallout, LA riots, and the U.S dollar

    Roger Montgomery
    June 12, 2025

    I joined Paul Turton on ABC NSW Mornings to unpack the public breakup between Donald Trump and Elon Musk, the unrest unfolding in Los Angeles, and the weakening U.S. dollar – and what this all means for Australia investors. Continue…

    by Roger Montgomery Posted in Radio.
    • LISTEN
    • save this article
    • POSTED IN Radio.
  • white house

    Trump’s systematic assault on U.S. democracy

    Roger Montgomery
    June 11, 2025

    The return of Donald Trump to the presidency has brought with it a series of actions and policies that systematically undermine the foundational principles of American democracy. Continue…

    by Roger Montgomery Posted in Market commentary.
    • 11 Comments
    • save this article
    • 11
    • POSTED IN Market commentary.
    white house
  • American flag

    Trump’s Big Beautiful Bill

    Roger Montgomery
    June 10, 2025

    Last month, the United States House of Representatives passed Donald Trump’s absurdly named “One Big Beautiful Bill Act,” a 1,038-page legislative juggernaut championed to deliver on campaign promises including “a hodgepodge of controversial tax breaks for the wealthy, spending reductions and increased work requirements for food aid and Medicaid programs and huge funding increases for President Trump’s mass migrant removal program…”, according to The Hill News. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    American flag
  • US press conference

    Keep an eye on developments in the U.S. economy

    Roger Montgomery
    June 6, 2025

    Most of the time, you can ignore monthly economic data – it rarely, if ever, changes trends in markets. But with Trump fiscal profligate ways, a huge global debt refinancing event coming in 2026/27 and threats to democracy itself, it probably now pays to keep a closer eye on how the U.S. economy is faring. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    US press conference
  • 1
  • 2
  • 3
  • 4
  • …
  • 476

WHITEPAPERS

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
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Toby
    Roberts
  • Brett
    Craig

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.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA PRIVATE CREDIT INCOME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

<>

Lost password?
Connect with:
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.