One of the most frequently asked questions by investors following Trump’s election victory is: what sectors will do well? While much remains unknowable about Trump’s second term, his “promises made, promises kept” statement during his victory speech suggests not all is a mystery.  Continue…

by Roger Montgomery Posted in Economics, Market commentary.

• save this article
• POSTED IN Economics, Market commentary.

That race toward artificial intelligence (AI) dominance we’ve all been hearing about has prompted some of the world’s largest technology companies – Microsoft (NASDAQ:MSFT) and Meta (NASDAQ:META) platforms included – to ramp up capital expenditures (CapEx) to unprecedented levels. Continue…

by Roger Montgomery Posted in Companies, Economics.

• save this article
• POSTED IN Companies, Economics.

Domino’s Pizza Enterprises Ltd (ASX:DMP) is the largest pizza chain in Australia, and through a master franchise is the leading international Domino’s franchise. Operating more than 3,800 stores across twelve international markets, Domino’s has built a reputation for rapid delivery, customer-focused digital innovation, and a growing footprint through franchise expansion. The company’s growth has largely been steered by the strategic vision of its long-time CEO, Don Meij, who has just announced he will step down from his role after more than two decades at the helm. Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

As the world watches the U.S. vote, it turns the page on a new and arguably uncertain chapter. I have just read a startling essay about Donald Trump’s character. One marvels at Americans’ willingness to vote for such a person as President. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Popular.

• 12 Comments
• save this article
• 12
• POSTED IN Editor's Pick, Global markets, Popular.

We first published this blog back in August, but that might have been a little premature. With the U.S. voting for their next president in 24 hours, we think publishing today is more timely. Enjoy. 

While the U.S. presidential campaign is entertaining to watch from afar (and more than a little disturbing this time around), spare a thought for our friends in the U.S. who have to sort through the rhetoric, lies, and assassination attempts to select their leader for the next four years. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

• save this article
• POSTED IN Global markets, Market commentary.

Famed 20^th-century British author Gilbert Chesterton (1874-1936) once observed, “The poor have sometimes objected to being governed badly. The rich have always objected to being governed at all.” Continue…

by Roger Montgomery Posted in Economics, Editor's Pick.

• 4 Comments
• save this article
• 4
• POSTED IN Economics, Editor's Pick.

In this short video, I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit, to addresses a common misconception: that private lending is only for distressed businesses. Brett explains that the Aura Private Credit Income Fund does not deal with distressed debt but focuses on providing capital to quality Australian businesses. After regulatory changes post-GFC, major banks shifted focus, leaving a $400 billion funding gap that private credit funds are now filling to help these businesses grow and thrive. Continue…

by Roger Montgomery Posted in Aura Group, Video Insights.

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

Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations. The conversation highlighted the responsibilities of board directors to act swiftly and responsibly, balancing the interests of shareholders, managers, and the broader community. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.