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

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Labors big win and buffett bows out - video insight
Labor's big win and Buffett bows out – What investors need to know
May 8, 2025
by Roger Montgomery
investing in emerging markets part 3
Investing in emerging markets – technology and AI
May 1, 2025
by Roger Montgomery
DB thumbnail - Telix
Telix's growth momentum continues
April 28, 2025
by David Buckland
Investing in emerging markets
Investing in emerging markets – governance and strategy
April 24, 2025
by Roger Montgomery
  • life360

    Life360 – another excellent quarterly performance

    David Buckland
    August 12, 2025

    Life360’s (ASX:360) June 2025 quarterly results saw its share price react very positively, appreciating 9.6 per cent to A$41.46, at the time of writing. This follows on from an 18 per cent increase following its March 2025 quarterly results. Continue…

    by David Buckland Posted in Stocks We Like, Technology & Telecommunications.
    • save this article
    • POSTED IN Stocks We Like, Technology & Telecommunications.
    life360
  • JB Hiifi

    JB Hi-Fi – You’ve done it again!

    Roger Montgomery
    August 12, 2025

    JB Hi-Fi Limited (ASX:JBH), stamped its leadership on Australia and New Zealand’s retail landscape again, delivering impressive financial year 2025 (FY25) results, and demonstrating exceptional resilience across its portfolio of brands – JB Hi-Fi, The Good Guys, and the recently acquired E&S. With its laser-like focus on technology, consumer electronics, and home appliances, JB Hi-Fi continues to win customers, and market share, particularly among younger, tech-savvy shoppers. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
    JB Hiifi
  • Tariffs are back… bigger and better than ever

    Roger Montgomery
    August 12, 2025

    In 2025, the U.S. enacted the most significant trade policy shift in decades, with average tariffs rising from roughly 2.4 per cent in January to approximately 18–20 per cent by August, levels not seen since the 1930s.

    In some cases, duties on Chinese imports have exceeded 50 per cent, marking a sharp departure from the stable global trade arrangements of recent decades. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Copper

    Copper traders have been TACO’d

    Roger Montgomery
    August 12, 2025

    Most of the time, prices for a security or a commodity trade in fairly narrow bands. Sure, prices trend because information isn’t distributed universally, and it takes time and confirmation for people to buy in or sell out, but on a daily (or even weekly) basis, price ranges and volumes are generally pretty narrow. 

    A few times every decade, however, you will experience or witness some truly epic moves over very short periods of time. When you see these, it may be helpful to be positioned with cash and access to research. I am not sure if the latest ‘epic’ move turns out to be one of those opportunities, but I do believe it is worthy of further attention. And like I said, they only happen a few times in a decade. Continue…

    by Roger Montgomery Posted in Energy / Resources, Manufacturing.
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    • POSTED IN Energy / Resources, Manufacturing.
    Copper
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  • QBE’s strong half year results

    Roger Montgomery
    August 11, 2025

    QBE Insurance Group (ASX:QBE), a top 10 company in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, has delivered an impressive 2025 first-half result, significantly outperforming analyst expectations across key metrics.

    Bolstered by strong investment income, favourable underlying prior-year claims development (PYD), and below-budget catastrophe (CAT) claims, QBE’s results underline its operational strength and strategic progress. Despite challenges such as moderating premium rate increases and elevated large losses in North America, the company’s reaffirmed financial year 2025 (FY25) guidance and robust capital position signal further upside potential. Continue…

    by Roger Montgomery Posted in Companies, Insurance, Stocks We Like.
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    • POSTED IN Companies, Insurance, Stocks We Like.
  • The world is volatile. Your financial future doesn’t have to be.

    Roger Montgomery
    August 11, 2025

    Investors have faced wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recently, volatility driven by U.S. President Trump, Xi Jinping and Vladimir Putin.

    While we can’t control these events, we can control where we invest.

    That’s why we’ve launched a national campaign, developed with creative agency Mahlab, to spread awareness of the benefits of astutely managed private credit. Continue…

    by Roger Montgomery Posted in Aura Group, Feature Article, Montgomery News and Updates, Popular.
    • save this article
    • POSTED IN Aura Group, Feature Article, Montgomery News and Updates, Popular.
  • Market highs and warning signs – what should investors watch

    Roger Montgomery
    August 8, 2025

    In this week’s video insight, I explore the rally driving equity markets, led by technology stocks and the artificial intelligence (AI) boom – which are being fueled by a flood of central bank liquidity.

    While company earnings have been strong and inflation is cooling, signs of excessive speculation are starting to emerge – from meme stock rallies to a surge in short-dated options and unprofitable companies tripling in value. With global risks rising and U.S. debt levels climbing, perhaps now could be a sensible time to reassess your portfolio and consider reallocating some gains into assets that have less public market risk. Continue…

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
  • Is a financial market bubble brewing?

    Roger Montgomery
    August 8, 2025

    Financial markets are riding a wave of bullish enthusiasm, with stocks, cryptocurrencies, and other speculative assets soaring to new heights. Fueled by optimism around cooling inflation, robust corporate earnings, and the transformative potential of artificial intelligence (AI), the rally has pushed valuations to levels some are saying is reminiscent of the 1999/2000 dot-com era. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
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