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A return to fundamentals
Roger Montgomery
April 29, 2025
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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Over the Back Fence – 100th episode – building money confidence for women
Roger Montgomery
April 23, 2025
This week, I had the pleasure of joining Nicola Dale and Di Edwards on their Over the Back Fence podcast to celebrate their milestone 100th episode, and to talk about the financial challenges women over 50 are facing today. continue…
by Roger Montgomery Posted in Podcast Channel.
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AUSBIZ – THE IMPACT OF ON-AGAIN, OFF-AGAIN TARIFFS ON THE ECONOMY
David Buckland
April 23, 2025
I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions. continue…
by David Buckland Posted in TV Appearances.
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ABC Statewide Drive – U.S. and China trade tensions
David Buckland
April 22, 2025
Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the trade tensions between China and the U.S, and what this means for investors. continue…
by David Buckland Posted in Radio.
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ABC Newcastle Mornings – market volatility
Roger Montgomery
April 16, 2025
I recently joined Paul Turton on ABC Newcastle Mornings to discuss the market turmoil triggered by Trump’s tariffs. Investor sentiment plays a significant role in the rise and fall of markets, and right now investor confidence is shaken. During this segment we explored what investors should keep in mind during this period of heightened volatility. continue…
by Roger Montgomery Posted in Radio.
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Why the collapse of building companies is a wake-up call to private credit investors
Roger Montgomery
April 14, 2025
If you haven’t noticed, the U.S. construction sector is that economy’s wildcard, and it’s sounding an alarm bell that can be heard across the Pacific all the way to Australia.
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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ABC Nightlife – tariffs, superannuation, and gold
Roger Montgomery
April 10, 2025
I joined Philip Clark on ABC Nightlife to unpack the recent market volatility, sparked by Donald Trump’s latest tariff announcements – and what’s next for equities, interest rates, and global markets. continue…
by Roger Montgomery Posted in Radio.
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The Business: ABC Television News – Recession fears
Roger Montgomery
April 4, 2025
Yesterday, I appeared on The Business – ABC Television News to discuss Trump’s newly imposed tariffs. Taking effect on ‘Liberation Day’, these tariffs have already sent ripples through global markets. Australia, along with the UK, Singapore and Brazil were all slapped with a 10 per cent tariff. China, Australia’s largest trading partner, was dealt a more severe blow with an additional 34 per cent tariff – bringing the total increase to 54 per cent since Trump took office. continue…
by Roger Montgomery Posted in TV Appearances.
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ABC Statewide Drive – The consequences of Trump’s tariffs on the global economy
Roger Montgomery
April 4, 2025
I joined Jess McGuire on ABC Radio’s Statewide Drive yesterday on ‘Liberation Day’, to discuss the consequences of Trump’s tariffs on the global economy.
We took a step back in time to explore the similarities between the 1930 Smoot-Hawley Tariff Act and Trump’s newly announced tariffs. Given the striking similarities of these policies, we explored the consequences of the 1930s tariffs and considered the potential parallels for today’s global economy such as slowing global trade, slowing global growth, and the risk of recession. continue…
by Roger Montgomery Posted in Radio.
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Ausbiz – What’s the beef behind Trump’s tariffs?
David Buckland
April 4, 2025
I joined Ausbiz yesterday on ‘Liberation Day’ to the impact of Trump’s tariffs on Australia’s four major exports to the U.S. – beef, gold and precious stones, pharmaceuticals, and medical equipment. continue…
by David Buckland Posted in TV Appearances.
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It seems like a distant memory now, but 2025 began with an upbeat outlook, buoyed by deregulation and robust earnings. By February, however, the mood shifted as the U.S. released a significant trade policy document, hinting at a tough stance towards its trading partners.