ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • Digital Asset Funds Management

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

  • The world is volatile. Your financial future doesn’t have to be. Explore our private credit funds here.

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
Small reactors, big impact – a breakthrough in green technology
August 14, 2025
by Roger Montgomery
Market highs and warning signs – what should investors watch
August 8, 2025
by Roger Montgomery
Boom or bubble? Navigating today's soaring stock market
August 1, 2025
by Roger Montgomery
Climbing the 'Wall of Worry' – is the market rally built to last?
July 24, 2025
by Roger Montgomery
  • MEDIA

    ABC Statewide Drive – artificial intelligence euphoria

    Roger Montgomery
    October 3, 2025

    Yesterday I joined Jess McGuire on ABC’s Statewide Drive to talk about the artificial intelligence (AI) boom and what it means for investors. While AI may well transform industries and benefit consumers, I cautioned that the rush into AI stocks has pushed valuations to bubble-like levels, where prices assume every company will succeed – something history tells us is impossible. High valuations typically mean lower future returns, and right now U.S. stocks are at record high prices. For investors, particularly those nearing retirement, my advice was simple: regularly rebalance portfolios by trimming back exposure to overheated assets and reallocating to alternatives such as private credit, small company funds, or cash — rather than panic selling — to stay defensive while still positioned for long-term growth. Continue…

    by Roger Montgomery Posted in Market commentary, Radio, Technology & Telecommunications.
    • save this article
    • POSTED IN Market commentary, Radio, Technology & Telecommunications.
  • MEDIA

    Ausbiz – the everything boom

    Roger Montgomery
    October 3, 2025

    Yesterday on Ausbiz with Juliette Saly, I discussed why record-high markets may carry more risks than opportunities. While the artificial intelligence (AI) boom has powered enthusiasm, I cautioned that valuations across the broader market are now at unprecedented levels, with all companies effectively being priced as winners – something history shows is unsustainable. Continue…

    by Roger Montgomery Posted in Market commentary, Market Valuation, TV Appearances.
    • save this article
    • POSTED IN Market commentary, Market Valuation, TV Appearances.
  • The hidden perils of plugging in

    Roger Montgomery
    October 3, 2025

    In the sun-drenched suburbs of Sydney and the graffiti-covered laneways of Melbourne, electric vehicles (EVs) are silently zipping around, charging up in garages, and bringing smiles to the faces of those who voted for Labor’s march toward net zero.

    It is, without doubt, a feel-good story: cleaner air for the user, reduced emissions for the suburb, and tech-savvy signalling to everyone else on the road. But beneath the glossy ads and government incentives lies a darker undercurrent – one that cybersecurity experts, former military leaders, and national security advisors have recently shouted from the rooftops. Continue…

    by Roger Montgomery Posted in Manufacturing.
    • save this article
    • POSTED IN Manufacturing.
  • Rates reset across the West

    David Buckland
    October 2, 2025

    Central banks across the Western world have been busy recalibrating policy settings, with interest rate cuts a common theme over the past 12-15 months. But the reasons for these moves, and the consequences, vary widely between economies. In the following analysis, I examine the recent cash rate changes across Australia, the U.S., the UK, Europe, Canada, and New Zealand, and place them in the context of each nation’s inflation and unemployment trends. Together, these snapshots highlight the mixed progress in taming inflation, the trade-offs being made, and the signals for both savers and borrowers in the year ahead.

    I have tabled the cash rate movements from the Central Banks of these six Western World economies, accompanied by some brief economic observations. Continue…

    by David Buckland Posted in Economics, Global markets.
    • save this article
    • POSTED IN Economics, Global markets.
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • Over the Money Fence

    MEDIA

    Over the Money Fence – Gold & Bitcoin: here’s why everyone’s talking

    Roger Montgomery
    October 2, 2025

    In this episode of Over the Money Fence, I joined Nicola and Di to unpack two of the most talked-about assets right now – gold and Bitcoin. We explored why gold has surged to record highs, and I explained why investors often turn to it in times of uncertainty. Gold can feel like a safe haven against fears of currency devaluation, central bank policy shifts, or geopolitical risks, but at its core, it’s more of a bet on fear than a long-term investment. I also touched on the practical ways Australians can gain exposure to gold, from bullion and exchange-traded funds to gold mining shares, and the unique costs and risks attached to each. Continue…

    by Roger Montgomery Posted in Investing Education, Market commentary, Podcast Channel.
    • save this article
    • POSTED IN Investing Education, Market commentary, Podcast Channel.
    Over the Money Fence
  • Historic highs, hard truths – protecting your wealth in 2025

    Roger Montgomery
    October 2, 2025

    In this week’s video insight I take a closer look at record stock markets, what’s driving them to new highs, and what that might mean for investors. The S&P 500 is trading at historic levels on measures such as price-to-earnings and price-to-book ratios, with much of the enthusiasm powered by the artificial intelligence (AI) boom. Companies are spending billions on cloud, semiconductors and infrastructure, while revenues are still catching up. It’s an exciting period of innovation, but also one where history reminds us markets often price in future growth well before it materialises. Continue…

    by Roger Montgomery Posted in Aura Group, Digital Asset Funds Management, Market commentary, Market Valuation, Video Insights.
    • save this article
    • POSTED IN Aura Group, Digital Asset Funds Management, Market commentary, Market Valuation, Video Insights.
  • The crypto treasury frenzy

    Roger Montgomery
    October 2, 2025

    This U.S. summer, a new investment frenzy – akin to the SPAC (Special Purpose Acquisition Company) exuberance of 2020/21 – has gripped Wall Street as companies transform their balance sheets into crypto vaults. And as September unfolds, the corporate dash into cryptocurrencies shows no signs of slowing.

    From Japanese hotel operators to chipmakers, tech startups, and legacy manufacturers, they have all funnelled tens of billions into Bitcoin and altcoins, reimagining their cash reserves as bets on digital assets. Continue…

    by Roger Montgomery Posted in Digital Asset Funds Management, Global markets, Market commentary.
    • save this article
    • POSTED IN Digital Asset Funds Management, Global markets, Market commentary.
  • Optimism surrounds artificial intelligence numbers

    Roger Montgomery
    October 1, 2025

    As I delve a little deeper into the aggregate artificial intelligence (AI) capital expenditure (capex) numbers and the revenue and profits subsequently required to recoup them, one thing stands out: a world of AI forecasts that are universally optimistic.

    That’s not usual in any hype-inspired boom, but these numbers are extraordinary. Continue…

    by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
    • save this article
    • POSTED IN Market commentary, Technology & Telecommunications.
  • 1
  • 2
  • 3
  • 4
  • 5
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Rhodri
    Taylor
  • Toby
    Roberts
  • Brett
    Craig

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA PRIVATE CREDIT INCOME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • Digital Asset Funds Management
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

<>

Lost password?
Connect with:
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.