I recently joined Paul Turton on ABC Newcastle Mornings to discuss the market turmoil triggered by Trump’s tariffs. Investor sentiment plays a significant role in the rise and fall of markets, and right now investor confidence is shaken. During this segment we explored what investors should keep in mind during this period of heightened volatility. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Last week I explored the bullish perspective of investing in gold. As promised, this week I will explore the viewpoints of several gold bears. Continue…

by Roger Montgomery Posted in Video Insights.

• 2 Comments
• save this article
• 2
• POSTED IN Video Insights.

With our own construction industry grappling with challenges and vulnerabilities highlighted by a wave of recent high-profile collapses, investors – especially private credit investors – you need to sit up, pay attention and make some decisions. Continue…

by Roger Montgomery Posted in In the Press.

• READ
• save this article
• POSTED IN In the Press.

Overnight, U.S. President Trump backflipped on punitive global tariffs, bringing them down to a universal 10 per cent except for China, against which tariffs were raised from 104 per cent to 125 per cent. 

Equity markets breathed a sigh of relief but is the coast clear? Continue…

by Roger Montgomery Posted in Global markets.

• 2 Comments
• save this article
• 2
• POSTED IN Global markets.

One of my favourite movies of all time was a 1994 commercial flop. A comedy directed by the otherwise hugely successful Coen Brothers. The Hudsucker Proxy follows Norville Barnes, a naive young man from Muncie, Indiana, who arrives in New York City with big dreams and an invention. Barnes lands a low-level mail-room job at Hudsucker Industries just as the company’s founder, who is also its president, commits suicide by jumping out of a window. Continue…

by Roger Montgomery Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

I joined Philip Clark on ABC Nightlife to unpack the recent market volatility, sparked by Donald Trump’s latest tariff announcements – and what’s next for equities, interest rates, and global markets. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

In this week’s video insight, we launch our two-part series on ‘investing in gold’. In this episode I explore commentary from a few prevalent gold bulls. Continue…

by Roger Montgomery Posted in Video Insights.

• save this article
• POSTED IN Video Insights.

Given the ructions in markets lately – addressing current market conditions, sentiment and their drivers is helpful and warranted.

It was the depth and scale of U.S. President Donald Trump’s much-anticipated tariffs that caught investors by surprise, as well as the tariffs’ calibration to trade deficits and the ambiguity around U.S. willingness to negotiate swiftly. Continue…

by Roger Montgomery Posted in Market commentary.

• save this article
• POSTED IN Market commentary.