In the Press

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. Advisers globally, however, have the majority of their clients vastly underweight these assets in portfolios that remain highly exposed to stocks, and in particular, the S&P500 – an index whose sneeze causes everyone to catch a cold.

This article was first published in The Australian on 14 June 2025. continue…

by Roger Montgomery Posted in In the Press.

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Markets cycle back and forth between periods of calm when investors are at ease and periods of heightened volatility, usually when investors have taken by surprise. These surprises tend to fall into two categories, and it’s important to be able to distinguish between them.

This article was first published in The Australian on 29 May 2025. continue…

by Roger Montgomery Posted in In the Press.

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by Roger Montgomery Posted in In the Press.

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I joined Roger Maynard on CNA News earlier this week to discuss the recent spike in Chinese imports of Australian beef. The spike comes as China’s beef imports from the U.S. have been disrupted due to Trump’s tariffs. continue…

by Roger Montgomery Posted in In the Press, TV Appearances.

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In the world of investing, few ­assets are as polarising as cash. On one hand, holding cash in an environment where interest rates lag inflation guarantees a loss of purchasing power. On the other hand, cash can be a powerful tactical tool for seizing opportunities, particularly in times of market distress.

This article was first published in The Australian on 24 April 2025. continue…

by Roger Montgomery Posted in In the Press.

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In the second week of April, the S&P 500 recorded a historic day, on Tuesday the key Wall Street index’s intraday swing marked the first time since at least 1978 the benchmark hit an intraday high up more than 4 per cent – only to close down more than 1 per cent. And the Nasdaq blew its biggest intraday gain since at least 1982. continue…

by Roger Montgomery Posted in In the Press.

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With our own construction industry grappling with challenges and vulnerabilities highlighted by a wave of recent high-profile collapses, investors – especially private credit investors – you need to sit up, pay attention and make some decisions. continue…

by Roger Montgomery Posted in In the Press.

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In this article for the Australian Financial Review, I shared some of my investment milestones throughout my 30-year career. I discussed the Australian Eagle Asset Management team’s strategy of identifying pivotal changes in businesses, highlighting successful investments in Fortescue (ASX:FMG) and Altium (ASX:ALU), as well as lessons learned from early exits like TechnologyOne (ASX:TNE). I also shared some insights into Australian Eagle’s investment philosophy, some stocks we believe have potential, including Dexus (ASX:DXS) and Silex Systems (ASX:SLX). continue…

by Sean Sequeira Posted in In the Press.

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I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of rivals, and Nick Scali’s growth through strategic acquisitions. I also shared my broader market outlook, highlighting the importance of disinflation, economic growth, and liquidity for a bull market, while questioning the sustainability of liquidity in future gains. Listen to the full interview here: Ausbiz – should we be less certain on a bullish 2025 for now? 

by Roger Montgomery Posted in In the Press, TV Appearances.

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by Roger Montgomery Posted in In the Press.

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