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I joined Sean Aylmer on the Fear and Greed podcast to explore what happens when companies are taken over. We discussed James Hardie’s planned merger with U.S. giant AZEK – a deal that will shift the company’s primary listing to Wall Street, with a secondary listing on the ASX. Meanwhile, Australian investors are increasingly buying U.S. shares. So, is the local stock exchange at risk? Should the ASX be concerned?

by Roger Montgomery Posted in Podcast Channel.

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Yesterday I joined Jess McGuire on ABC Statewide Drive to discuss why private credit is gaining traction as a popular investment option.

Following the Global Financial Crisis (GFC) banks faced increased regulation, making particular loan types less profitable for them. As a result, banks stopped offering these types of loans, creating a gap in the market. The private credit sector has stepped in to fill this void. continue…

by Roger Montgomery Posted in Radio.

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I joined Ausbiz to discuss the growing appeal of the private credit sector and why it is emerging as a popular investment option for retail investors. continue…

by Roger Montgomery Posted in TV Appearances.

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I recently joined Paul Turton on ABC Newcastle Mornings to discuss the recent market volatility. The S&P 500 headed into the 10 per cent correction zone last week and is currently in recovery. We also discussed challenges around domestic manufacturing and its potential effect on the Australian economy and national security. Tune in at 34:20-45:15 to hear the segment: ABC Newcastle: Mornings with Paul Turton

by Roger Montgomery Posted in Radio.

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I joined Ausbiz Private Access to explore the rise of private credit in Australia, driven by a $350 billion funding gap for small to medium enterprises (SMEs). I highlight opportunities for non-bank lenders, growing demand from retirees for stable income, and the importance of risk management within private credit funds.  Watch the full interview here: Ausbiz: Private Access: Independent ratings make risk vs reward crystal clear 

by Roger Montgomery Posted in Aura Group, TV Appearances.

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I joined Hope Radio to share my top tips for investing success at every stage of life. Risk appetite tends to lessen the older we get. Despite this, a balanced approach to risk versus reward is imperative at any age. The older generation shouldn’t shy away from risk all together but instead assess the potential outcomes carefully to maximise their potential rewards. And younger people can take advantage of the ‘bounce-back’ factor. Meaning they have a longer ‘runway’ and can afford to take more risk before their large financial commitments like starting a family or having a mortgage come along. 

by Roger Montgomery Posted in Radio.

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I joined James Kirby on The Australian’s The Money Puzzle to discuss the declining momentum in artificial intelligence (AI) stocks, Trump’s recent tariffs, and recession indicators. To set the stage for positive market performance a combination of disinflation, positive economic growth, and central bank liquidity is required. With the imposed Trump tariffs, the buzz around AI waning, and a decline in liquidity – has confidence in positive market performance for 2025 dampened?

by Roger Montgomery Posted in Podcast Channel.

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I joined Philip Clark on ABC Nightlife to discuss the latest finance news, including nervous investors, declining stock markets, Trump, tariffs, trade wars, and Chinese warships off our coast. Is there more selling on the horizon and what should investors look at?  You can listen to the full episode here: Nightlife Finance with Roger Montgomery

by Roger Montgomery Posted in Radio.

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This morning, I joined Ausbiz to break down the “Trump slump” and its impact on equity markets, with major indices and big technology stocks facing pressure. We explored how central bank liquidity, bond market fluctuations, and artificial intelligence (AI) revenue concerns are shaping investor sentiment. With bearish sentiment on the rise, the question now is whether this environment presents a real opportunity for active investors and selective stock picking.

by Roger Montgomery Posted in TV Appearances.

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I joined Paul Turton on ABC Newcastle radio to discuss the recently announced tariffs and their impact on global markets. The market reacted swiftly, with both the S&P 500 and Nasdaq declining as investors weighed the potential consequences. Many economists believe these tariffs could have negative long-term effects, despite being designed to encourage onshore manufacturing, particularly in the technology sector. However, such policies also carry risks, including escalating trade wars between countries and disruptions to imports and exports, which could have broader economic implications. continue…

by Roger Montgomery Posted in Radio.

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