Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.
-
A reflection on today’s market landscape
Roger Montgomery
July 3, 2025
Stepping back from the tidal wave of Trump’s pronouncements, backtracks and absurdly weak understanding of basic arithmetic (“egg prices have fallen 400 per cent!”), today’s investing environment is one of the most dynamic in recent history, shaped by transformative technological advancements, the threat of war, dynamic and unpredictable economic policies, and evolving investor behaviours. From the disruptive potential of artificial intelligence (AI) to the resurgence of retail investing and the spectre of market bubbles, the current landscape demands a little reflection. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
What’s your retirement SAFEMAX Rate?
Roger Montgomery
July 2, 2025
There are a myriad of solutions offered for retirees to help manage their finances and wealth during their golden years. With people living longer, the questions of ‘will it last?’ and ‘how much can I expect?’ are fuelling the proliferation of tools, calculators and apps. Meanwhile, we know that anxiety and stress about money spike during life’s transitions, of which retirement is a big one. Continue…
by Roger Montgomery Posted in Aura Group, Investing Education.
- save this article
- POSTED IN Aura Group, Investing Education.
-
MEDIA
Fear and Greed – What the year ahead holds for investors
Roger Montgomery
July 1, 2025
I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors.
Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient. Continue…
by Roger Montgomery Posted in Podcast Channel.
- save this article
- POSTED IN Podcast Channel.
-
Farewell fiscal 2025, hello fiscal 2026
David Buckland
July 1, 2025
The Magnificent Seven; Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued its strong upward trajectory, increasing a further 63 per cent, on average, over calendar year 2024. Continue…
by David Buckland Posted in Economics, Editor's Pick, Foreign Currency, Market commentary.
- save this article
- POSTED IN Economics, Editor's Pick, Foreign Currency, Market commentary.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS 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.” -
Leaking confidence – Reece’s outlook looking drained
David Buckland
July 1, 2025
In the twelve months to June 2025, Reece Limited (ASX:REH) delivered its shareholders a negative 43 per cent return, dramatically underperforming the ASX 300 Accumulation Index, which increased by 14 per cent. Continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies.
-
Australia’s gas crisis – rich in resources but struggling with energy costs
Roger Montgomery
July 1, 2025
Australia is the world’s second-largest exporter of liquefied natural gas (LNG), with an output of 81 million tonnes (MT) in 2024, surpassed only by the U.S., according to the International Gas Union 2025 World LNG Report. In a year when global LNG trade expanded by 2.4 per cent to 411.24 MT, Australia contributed a 1.48 MT increase, connecting 22 exporting markets with 48 importing ones. Continue…
by Roger Montgomery Posted in Energy / Resources.
- 2 Comments
- save this article
- 2
- POSTED IN Energy / Resources.
-
Emerging signs of a deepening construction slowdown
Roger Montgomery
June 30, 2025
Keeping an eye on the condition of the U.S. economy is necessary for international equity investing, as changes will ultimately influence whether rates are cut. One recent data point suggests another sector of the economy there is slowing. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
MEDIA
ABC Statewide Drive – why is the market hitting new highs?
Roger Montgomery
June 27, 2025
I joined Jess Maguire on Statewide Drive yesterday to discuss the question on many investors’ minds: why is the stock market hitting new highs, particularly given the current geopolitical environment? Continue…
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.