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I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors.

Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient. continue…

by Roger Montgomery Posted in Podcast Channel.

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I joined Jess Maguire on Statewide Drive yesterday to discuss the question on many investors’ minds: why is the stock market hitting new highs, particularly given the current geopolitical environment? continue…

by Roger Montgomery Posted in Radio.

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Today on Ausbiz with Juliette Saly, we explored why global stock markets are hitting new highs despite ongoing geopolitical tensions. You’d be forgiven for expecting markets to react negatively given the conflict in the Middle East, rising bond yields, Trump tariffs, and recent interest rate cuts. continue…

by Roger Montgomery Posted in Companies, Global markets, TV Appearances.

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Yesterday, I joined Paul Turton on ABC Newcastle Mornings to unpack the recent developments in the Middle East and their implications for global markets, with a specific focus on stock performance and oil prices. continue…

by Roger Montgomery Posted in Market commentary, Radio.

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Last night on ABC Nightlife with Tim Webster, we unpacked the impact geopolitical tensions can have on markets, the Australian housing market and China’s deflation dilemma. continue…

by Roger Montgomery Posted in Market commentary, Radio.

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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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I recently joined Adam Keily on Equity Mates for their Buy or Sell series. We kicked off the episode by discussing the market volatility experienced this year, including insights into how the Trump administration has influenced global markets. continue…

by Roger Montgomery Posted in Companies, Podcast Channel, Small Caps, Stocks We Like.

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With Trump’s tariffs triggering market volatility and global uncertainty rising, private credit may be a compelling alternative for investors seeking monthly income, capital stability, and attractive risk-adjusted returns.

I joined Nadine Blayney from Ausbiz for a timely and practical conversation on private credit. You can also hear insights from a wealth adviser and experienced investor on how private credit fits into robust portfolios. continue…

by Roger Montgomery Posted in Aura Group, TV Appearances.

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Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the concerning trend of shrinking listings on the Australian Securities Exchange (ASX). continue…

by Roger Montgomery Posted in Radio.

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I recently joined Juliette Saly on Ausbiz to discuss the evolving landscape of U.S. exceptionalism and its implications for global markets. Our conversation delved into the shifting dynamics of the U.S. dollar’s dominance, the BRICS (Brazil, Russia, India, China and South Africa) nations’ pursuit of alternatives, and the potential for modest returns from the S&P 500 due to high price-to-earnings (P/E) ratios. continue…

by Roger Montgomery Posted in TV Appearances.

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