With U.S. President Donald Trump’s almost bipolar approach to domestic and foreign policy amid a drift to authoritarianism, investors in gold and bitcoin are demonstrating a belief that the U.S. dollar and American exceptionalism are simultaneously being undermined. Advisers globally, however, have the majority of their clients vastly underweight these assets in portfolios that remain highly exposed to stocks, and in particular, the S&P500 – an index whose sneeze causes everyone to catch a cold.

This article was first published in The Australian on 14 June 2025. Continue…

by Roger Montgomery Posted in In the Press.

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I recently joined Adam Keily on Equity Mates for their Buy or Sell series. We kicked off the episode by discussing the market volatility experienced this year, including insights into how the Trump administration has influenced global markets. Continue…

by Roger Montgomery Posted in Companies, Podcast Channel, Small Caps, Stocks We Like.

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With Trump’s tariffs triggering market volatility and global uncertainty rising, private credit may be a compelling alternative for investors seeking monthly income, capital stability, and attractive risk-adjusted returns.

I joined Nadine Blayney from Ausbiz for a timely and practical conversation on private credit. You can also hear insights from a wealth adviser and experienced investor on how private credit fits into robust portfolios. Continue…

by Roger Montgomery Posted in Aura Group, TV Appearances.

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Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the concerning trend of shrinking listings on the Australian Securities Exchange (ASX). Continue…

by Roger Montgomery Posted in Radio.

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I recently joined Juliette Saly on Ausbiz to discuss the evolving landscape of U.S. exceptionalism and its implications for global markets. Our conversation delved into the shifting dynamics of the U.S. dollar’s dominance, the BRICS (Brazil, Russia, India, China and South Africa) nations’ pursuit of alternatives, and the potential for modest returns from the S&P 500 due to high price-to-earnings (P/E) ratios. Continue…

by Roger Montgomery Posted in TV Appearances.

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Recently, I recorded a video discussing the U.S. bond market flashing red. That video, to our great surprise, went a little viral. Continue…

by Roger Montgomery Posted in Market commentary.

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Following strong interest from my latest video insight on the U.S. bond market this update takes a deeper look. Continue…

by Roger Montgomery Posted in Video Insights.

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I joined Kirsten Aiken on ABC News earlier this week to discuss the recent U.S.-China trade talks. While these discussions aimed to reinforce the trade truce established last month in Geneva, they primarily offered a framework without substantial new commitments, leaving investors largely unimpressed. The prevailing concern among investors, however, is the perceived gradual shift of the U.S. towards authoritarianism, which is creating significant unease in the markets.

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by Roger Montgomery Posted in Market commentary.

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