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The Montgomery Small Companies Fund has had a cracking few months
September 7, 2023
by Gary Rollo
Wrapping up the 2023 financial year reporting season: A mix of resilience and uncertainty
August 30, 2023
by Roger Montgomery
Altium - A quality stock with excellent momentum
August 25, 2023
by David Buckland
Two high-quality stocks we own in The Montgomery Funds’ portfolio
August 18, 2023
by David Buckland
  • MEDIA

    Fear + Greed – Is the ASX in trouble?

    Roger Montgomery
    March 25, 2025

    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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    • POSTED IN Podcast Channel.
  • How much do you really need for retirement? A smarter solution to fund your ideal lifestyle

    Roger Montgomery
    March 25, 2025

    Retirement planning is a puzzle that leaves many scratching their heads, wondering, “How much is enough?” Ask Google that question, and out spews a hundred different opinions, many written to avoid offence. Even the experts don’t always agree. From ambitious pre-retirement targets to debates about how our spending patterns change as we age, there are as many plans for retirement as people providing them. Continue…

    by Roger Montgomery Posted in Aura Group, Investing Education.
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    • POSTED IN Aura Group, Investing Education.
  • It’s heresy to the true believers, but Tesla might be just another car company 

    Is an EV purchase a smart one today?

    Roger Montgomery
    March 24, 2025

    Electric vehicles (EVs) have been hailed as the future of transportation, promising a cleaner, greener alternative to traditional internal combustion engine (ICE) vehicles. Governments worldwide have pushed EV adoption through subsidies, tax credits, and ambitious targets, while car manufacturers have invested billions to electrify their fleets. However, announcements from major automakers, as well as recent data and surveys in the U.S., Australia, and Europe, suggest EVs may not be the wisest purchase for consumers today. Continue…

    by Roger Montgomery Posted in Manufacturing.
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    • POSTED IN Manufacturing.
    It’s heresy to the true believers, but Tesla might be just another car company 
  • MEDIA

    ABC Statewide drive – why is private credit gaining traction?

    Roger Montgomery
    March 21, 2025

    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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    • POSTED IN Radio.
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    “This is a book you simply must read.
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  • Roger Montgomery AusBiz

    MEDIA

    Ausbiz – Why understanding the nuances of private credit matter

    Roger Montgomery
    March 21, 2025

    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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    • POSTED IN TV Appearances.
    Roger Montgomery AusBiz
  • Trump’s tariff gambit: reshaping global trade or stirring economic chaos?

    Trump’s tariff gambit – reshaping global trade or stirring economic chaos?

    Roger Montgomery
    March 21, 2025

    U.S. President Donald Trump has embarked on what some say is a belligerent and dangerous mission to upend and reshape the international economic and competitive landscape through a series of aggressive tariff policy changes. His approach which is characterised by sudden shifts and strategic reversals, aims to bolster American manufacturing and fill government coffers. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
    Trump’s tariff gambit: reshaping global trade or stirring economic chaos?
  • MEDIA

    ABC Newcastle Mornings – market volatility

    Roger Montgomery
    March 20, 2025

    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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    • POSTED IN Radio.
  • MEDIA

    Ausbiz Private Access – Independent ratings make risk vs reward crystal clear

    Roger Montgomery
    March 20, 2025

    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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    • POSTED IN Aura Group, TV Appearances.
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