This week I explored the growing warning signs lurking beneath the market’s strong performance. From ballooning U.S. fiscal deficits and overexposure to a handful of mega-cap tech stocks, to sky-high artificial intelligence (AI) valuations that echo the dot-com era – there are clear signals that caution is warranted.

While the current market resilience is impressive, now is the time to focus on quality stocks and diversifying your portfolio. Exploring alternative asset classes like private credit – which remains uncorrelated to public markets – could help investors navigate what comes next.

Continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

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.

• save this article
• POSTED IN Aura Group, Popular, TV Appearances.

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.

• LISTEN
• save this article
• POSTED IN Radio.

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.

• READ ONLINE
• save this article
• POSTED IN On the Internet.

TechnologyOne (ASX:TNE), has been a steady presence in the UK since 2006 but its recent transformation under a focused Software as a Service (SaaS) strategy has changed the firm’s earnings growth trajectory. After years of laying foundations in the education and local government sectors, the company is delivering robust growth and structural improvements that are now recognised by the market. With accelerating Annual Recurring Revenue (ARR) growth and a supportive digital transformation backdrop, TechnologyOne’s UK operations are poised for sustained momentum. Continue…

by Sean Sequeira Posted in Companies, Small Caps, Stocks We Like, Technology & Telecommunications.

• save this article
• POSTED IN Companies, Small Caps, Stocks We Like, Technology & Telecommunications.

In this week’s video insight, I unpack the leaked Treasury report warning the Albanese Government that Australia’s budget cannot be sustainably repaired without both raising taxes and cutting spending. The report also casts doubt on the government’s ambitious housing targets, with rising construction costs and surging demand making them increasingly unrealistic. Political support for a ‘Big Australia’ is compounding the strain on housing supply and intensifying the cost of living crisis. Continue…

by David Buckland Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

Metallurgical or coking coal, a major input in steelmaking, has seen its price decline from US$670/tonne to the current US$183/tonne over the past three years. A global oversupply of steel, low steel prices and uncertainty regarding global trade has led to muted demand. Continue…

by David Buckland Posted in Energy / Resources, Manufacturing, Market commentary.

• save this article
• POSTED IN Energy / Resources, Manufacturing, Market commentary.

The title of this blog post was going to be ‘How to mismanage an economy’. I decided against it because the cynical answer could seriously abbreviate the blog post to just, Give it to Victoria’s Labor government.

In Victoria, State Member for Warrandyte, Nicole Werner, recently outlined and commented on the state government’s imposition of yet another new tax. A new land tax on those running any business activities from their homes. Continue…

by Roger Montgomery Posted in Market commentary.

• 5 Comments
• save this article
• 5
• POSTED IN Market commentary.