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  • Bond markets signal caution – time to pay attention READ HERE to learn more.

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Investing in emerging markets
Investing in emerging markets – governance and strategy
April 24, 2025
by Roger Montgomery
Investing in gold- the bear case thumbnail
Investing in gold – the bear case
April 15, 2025
by Roger Montgomery
Investing in gold – the bull case
April 10, 2025
by Roger Montgomery
Investing in emerging markets
Is now the time to invest in China and emerging markets?
April 4, 2025
by Roger Montgomery
  • American flag

    The new narrative – navigating the bond market storm

    Roger Montgomery
    May 28, 2025

    The bond market is currently grappling with significant turbulence, driven by a confluence of fiscal, monetary, and geopolitical factors. Investors are shying away from bonds, particularly U.S. Treasurys, as yields climb and uncertainty mounts. This article explores what’s happening in the bond market, why it’s occurring, and the implications for equity markets in both the short and long term, offering guidance for investors navigating this challenging landscape. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    American flag
  • Bond market

    Keep one eye on U.S. bond yields

    Roger Montgomery
    May 27, 2025

    Global financial markets are enjoying a period of relative calm, with investors seemingly unperturbed by the unpredictability of U.S. President Donald Trump’s second term. The spectre of a trade war between the United States and China, which once loomed large, has, for now, receded, with optimism about deregulation and tax cuts replacing those concerns. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    Bond market
  • ACIF rating

    Aura Core Income Fund has been reassigned a ‘very strong’ investment rating

    Scott Phillips
    May 26, 2025

    We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Core Income Fund a ‘VERY STRONG’ Investment Rating.  Continue…

    by Scott Phillips Posted in Aura Group.
    • save this article
    • POSTED IN Aura Group.
    ACIF rating
  • Fast-food sales confirm U.S. economy is on struggle street

    David Buckland
    May 26, 2025

    Fast-food and drive-thru sales are powerful gauges of an economy’s health because they capture real-time consumer behaviour, particularly among lower and middle-income households. Unlike government data or consumer confidence surveys, which can be delayed or skewed by sentiment rather than action, fast-food sales reflect what people are actually doing with their money. Continue…

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

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

    Ross Greenwood, Channel Nine, 2GB

  • investing

    MEDIA

    Opportunities amid the uncertainty for investors who stay focused

    Roger Montgomery
    May 23, 2025

    This week U.S. President Donald Trump has executed something of an about-face on tariffs on Chinese imports, and predictably the market extended its celebration.

    This article was first published in The Australian on 16 May 2025.

    Continue…

    by Roger Montgomery Posted in In the Press.
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    • save this article
    • POSTED IN In the Press.
    investing
  • Cattle farmer

    MEDIA

    Chinese demand fuels surge in Australian beef exports amid global trade uncertainties

    Roger Montgomery
    May 23, 2025

    I joined Roger Maynard on CNA News earlier this week to discuss the recent spike in Chinese imports of Australian beef. The spike comes as China’s beef imports from the U.S. have been disrupted due to Trump’s tariffs. Continue…

    by Roger Montgomery Posted in In the Press, TV Appearances.
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    • POSTED IN In the Press, TV Appearances.
    Cattle farmer
  • Bernie Sanders

    Understanding political manipulation – Bernie Sanders’ insightful analysis from two decades ago.

    Roger Montgomery
    May 23, 2025

    Twenty years ago, U.S. Senator Bernie Sanders delivered a powerful explanation of a political tactic used to persuade voters to support policies that benefit the wealthy, often at the expense of their own interests. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    Bernie Sanders
  • Bond markets - video insight

    Bond markets signal caution – time to pay attention

    Roger Montgomery
    May 22, 2025

    In this week’s video insight, I explore the complex interplay between Trump’s political theatrics and the U.S. bond market. Continue…

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
    Bond markets - video insight
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