In the second week of April, the S&P 500 recorded a historic day, on Tuesday the key Wall Street index’s intraday swing marked the first time since at least 1978 the benchmark hit an intraday high up more than 4 per cent – only to close down more than 1 per cent. And the Nasdaq blew its biggest intraday gain since at least 1982. Continue…

by Roger Montgomery Posted in In the Press.

• READ
• save this article
• POSTED IN In the Press.

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.

President Donald Trump’s tariff policies have understandably sparked fierce debates, with supporters praising their intent to bolster American economic strength as a reflection of the nation’s geopolitical pre-eminence and critics warning of unintended fallouts.

At their core, these tariffs aim to reshape global trade dynamics in favour of the U.S. But are these measures a masterstroke for American prosperity, or do they risk unravelling the very economic stability they seek to secure? I thought it might be worth unpacking the motivations behind Trump’s tariffs, their potential upsides, and the complex consequences that could follow. Continue…

by Roger Montgomery Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

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.

This week, I had the pleasure of joining Nicola Dale and Di Edwards on their Over the Back Fence podcast to celebrate their milestone 100th episode, and to talk about the financial challenges women over 50 are facing today. Continue…

by Roger Montgomery Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel.

I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions. Continue…

by David Buckland Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the trade tensions between China and the U.S, and what this means for investors. Continue…

by David Buckland Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Every few years – usually after gold has enjoyed a significant rally (the narrative always comes after the fact) – headlines pop up with increasingly bold predictions: “Gold is going to US$20,000 an ounce!”

To anyone outside the financial world, and with gold trading at about US$3,285 an ounce as of 16 April 2025, that sounds like hitting the jackpot – especially if you’re already holding some gold.

But before you imagine retiring early, there’s some useful concepts to understand with respect to the drivers of gold’s price. Continue…

by Roger Montgomery Posted in Market commentary.

• 6 Comments
• save this article
• 6
• POSTED IN Market commentary.