ABC The Business – Falling U.S. dollar and global uncertainty spark modern day gold rush
I joined ABC News, who were reporting on the shifting outlook for markets, to discuss how fading U.S. exceptionalism, a weaker dollar and concerns about China have unsettled investors and driven a rush to gold. While ASX 200 earnings expectations for FY26 have lifted sharply, supported by strong iron ore and gold prices, parts of the market, particularly artificial intelligence (AI) and data centres, look stretched. With rate hikes back in play, this reporting season may test some optimistic assumptions.
Watch here: ABC The Business – Falling US dollar and global uncertainty spark modern day gold rush
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
