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ABC The World Today – is liquidity fuelling the meme stock frenzy?
Roger Montgomery
July 30, 2025
I joined David Taylor on ABC’s The World Today to discuss the growing wave of speculative euphoria sweeping global financial markets. From meme stocks and cryptocurrencies to gold and penny stocks, investors are chasing high returns. Could this just be a reflection of greater liquidity? continue…
by Roger Montgomery Posted in Radio.
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ABC The Business – liquidity driven rally
Roger Montgomery
July 29, 2025
In this interview with ABC News, we unpack the liquidity-fuelled rally sweeping global markets – from the resurgence of meme stocks and crypto to China’s massive $10 trillion stimulus. We also explore what’s next, as Trump’s tariffs are set to be finalised by Friday and speculation builds around a potential Fed rate cut. How might these developments shape the next phase of the market rally? continue…
by Roger Montgomery Posted in TV Appearances.
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Private Credit as a core allocation: Insights from Fraser Heard
Roger Montgomery
July 28, 2025
In this video, Fraser Heard, Head of Partners Private, shares his perspective on the growing role of private credit within client portfolios. He outlines why private credit is emerging as a core asset class in Australia, particularly as investors seek income and diversification away from traditional sources. Fraser discusses how Partners Private evaluates private credit opportunities, with a strong focus on manager quality, transparency, risk discipline, and the structural benefits the asset class can offer. continue…
by Roger Montgomery Posted in Aura Group, Popular, TV Appearances.
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Bruised Blue Chips – finding fortune in the fall
Roger Montgomery
July 25, 2025
At one point, back in 2022, the market cap of U.S. technology giant Meta (formerly Facebook) dropped as low as US$230 billion. The company and its investors had lost US$800 billion in market capitalisation in just one year, and the shares were down 75 per cent from their previous all-time high.
While the detailed reasons for the company’s significant decline are debatable – the broader market and its peers also fell significantly – the official reasons seem to be that the company experienced slowing growth in its daily active users and rising competition from TikTok.
This article was first published in The Australian on 16 July 2025. continue…
by Roger Montgomery Posted in In the Press.
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ABC Statewide Drive – making sense of market highs in hard times
Roger Montgomery
July 25, 2025
Yesterday I joined Jess Maguire on ABC Statewide Drive to discuss why markets are defying expectations and soaring to new highs despite escalating global tensions, war, and looming U.S. tariffs.
I explained that while investors typically flee from uncertainty, many are instead focused on the potential benefits of select Trump policies and the artificial intelligence (AI) boom, creating a surge in optimism. continue…
by Roger Montgomery Posted in Radio.
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Auzbiz – How can investors navigate mixed signals?
Roger Montgomery
July 24, 2025
This morning on Ausbiz with Juliette Saly, we unpacked the confusing signals coming from global markets. Despite geopolitical turmoil, rising inflation expectations, and forecasts of rate cuts – which usually signal economic weakness – equity markets are hitting all-time highs, credit spreads remain narrow, and liquidity appears abundant. continue…
by Roger Montgomery Posted in TV Appearances.
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Private Credit, calm amid market mayhem: real insights from a real investor
Roger Montgomery
July 23, 2025
In this video, we hear from Russell, an experienced professional who chose to invest in private credit for a specific, short-term goal. Unlike long-term investors, Russell needed access to his capital within a defined timeframe for a property purchase. His story highlights how private credit can offer a flexible, lower-volatility solution for investors with clear time horizons – especially when public markets may not be suitable. continue…
by Roger Montgomery Posted in Aura Group, Popular, TV Appearances.
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ABC Newcastle Mornings – markets look past the noise
Roger Montgomery
July 22, 2025
I joined Paul Turton this morning to unpack why markets are climbing despite geopolitical tensions and economic headwinds. Wall Street is edging toward record highs, encouraged by shifting perceptions of Trump’s policy agenda, including tax exemptions for U.S. tech giants. Surprisingly, markets have remained resilient amid high tariffs, Middle Eastern conflicts, and military tensions in Europe. continue…
by Roger Montgomery Posted in Radio.
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Nabtrade – a backdrop of uncertainty isn’t causing disruption…so far
Roger Montgomery
July 22, 2025
In my latest article for Nabtrade, I explore why markets continue to climb despite ongoing global uncertainty.
Momentum in sectors like artificial intelligence (AI) and expectations of policy support are helping to overshadow global uncertainty. However, elevated valuations and Trump’s unpredictability suggest a degree of caution would still be wise for investors. continue…
by Roger Montgomery Posted in On the Internet.
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ABC Statewide Drive – rates, real estate, and rising ratios
David Buckland
July 11, 2025
Yesterday afternoon I joined Jess Maguire on ABC Statewide Drive to discuss Michele Bullock’s decision to hold the cash rate. The Reserve Bank of Australia (RBA) cited that monthly data is erratic and therefore they are waiting for more reliable quarterly figures. A rate cut later this year remains a strong possibility. continue…
by David Buckland Posted in Radio.
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