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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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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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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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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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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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by Roger Montgomery Posted in In the Press.

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This morning, I joined Juliette Saly on Ausbiz to discuss the Reserve bank of Australia’s (RBA) surprise decision to hold rates at 3.85 per cent, despite earlier expectations of a cut. Governor Michele Bullock made it clear the RBA is prioritising quarterly data over monthly figures, citing volatility in the latter. With June quarter inflation data due at the end of this month the odds of a rate cut in August remain high. continue…

by David Buckland Posted in TV Appearances.

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I joined Paul Turton this morning on ABC Newcastle to discuss the pending interest rate decision and how its outcome could influence investors.

While interest rates, consumer confidence, tariffs and a weak Australian dollar all influence the investment landscape, the real focus should be on company fundamentals. Focussing on the long-term value of quality businesses is ultimately what drives shareholder returns. continue…

by Roger Montgomery Posted in Radio.

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In this episode of our monthly series Over The Money Fence, with Nicola and Di, we tackle the question; ‘What does smart investing look like at every age and stage of your life?’. The answer may not be as simple as you would expect. continue…

by Roger Montgomery Posted in Podcast Channel.

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If last year I had told you that 2025 would bring with it a U.S. president who sparks a global trade war, that Israel would expand a war with Palestine to Iran, the U.S. would join the commotion and drop bombs on Iran, and U.S. treasury bond rates would be high, I suspect you would predict the stock market to trade lower. Much lower. 

And yet here we are, with the S&P 500 near or at all-time highs.

This article was first published in The Australian on 26 June 2025. continue…

by Roger Montgomery Posted in In the Press.

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