Video Insights

In this week’s video insight, I explore the complex interplay between Trump’s political theatrics and the U.S. bond market. continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In this weeks video insight, I discuss two schools of thought regarding stock market forecasts for 2025 – one cautious, the other more hopeful. continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In this week’s video insight, I cover two major headlines that hit papers this week: Labor’s sweeping win in the federal election and Warren Buffett’s retirement as CEO of Berkshire Hathaway.

Labor’s second-term agenda is set to reshape sectors like transport, energy, healthcare, and housing. With budget plans and reform drawing the line between winners and losers. continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In the final part of this series, I speak with June Lui, Portfolio Manager and Analyst from Polen Capital’s Emerging Markets Growth Team, to explore China’s dominance in artificial intelligence (AI), and innovative technologies.

We discuss how Polen Capital – our investment partner in global equities – evaluates whether new technology companies are capable of generating profitable growth. June shares insights on the excitement around AI developments, such as DeepSeek, and whether these companies will be able to compete with established technology giants. We also discuss the potential for opportunity in large and small language models. continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In this week’s video insight, I discuss the growth of Telix Pharmaceuticals (ASX:TLX). When the Montgomery Fund, The Montgomery [Private] Fund, and the Australian Eagle Trust Long Short Funds first invested in TLX, the share price was around A$11. Since then, the company’s share price has risen to A$26.75 with a market capitalisation of A$9 billion. continue…

by David Buckland Posted in Video Insights.

• save this article
• POSTED IN Video Insights

This week we bring you part two of our ‘investing in emerging markets’ video series featuring June Lui from Polen Capital, our investment partner in global equities. June is a Portfolio Manager and Analyst in Polen Capital’s Emerging Markets Growth team and has two decades of experience in Asian markets. continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

Last week I explored the bullish perspective of investing in gold. As promised, this week I will explore the viewpoints of several gold bears. continue…

by Roger Montgomery Posted in Video Insights.

• 2 Comments
• save this article
• POSTED IN Video Insights

In this week’s video insight, we launch our two-part series on ‘investing in gold’. In this episode I explore commentary from a few prevalent gold bulls. continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

This week we kick off part one of our new video series, ‘investing in emerging markets’ with our investment partner in global equities, Polen Capital. I interviewed June Lui, a portfolio manager and analyst from Polen Capital’s emerging markets growth team. With over two decades of experience in the Chinese industry, June offers insight into the Chinese economy and where it is headed. continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights

In this week’s video insight, I discuss how investors can potentially improve the return on their liquid assets by incorporating private credit in their portfolios. 

Following the Reserve Bank of Australia’s (RBA) recent interest rate cut, Aura’s two private credit funds – the Aura Core Income Fund and the Aura Private Credit Income Fund – currently deliver higher yields when compared to traditional term deposits. continue…

by David Buckland Posted in Aura Group, Video Insights.

• save this article
• POSTED IN Aura Group, Video Insights