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Aura Private Credit Income Fund has been reassigned a ‘very strong’ investment rating
Scott Phillips
May 29, 2025
We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Private Credit Income Fund a ‘VERY STRONG’ Investment Rating. Continue…
by Scott Phillips Posted in Aura Group.
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Another reason Buffett’s Apple share sale was well timed
Roger Montgomery
May 29, 2025
Tech ‘bros’ are buzzing with the news that Sir Jony Ive, the hardware design genius behind Apple’s iconic iPhone, iPod, and Mac, has sold his startup, io, to OpenAI, the powerhouse behind the Artificial Intelligence (AI) chatbot, ChatGPT. OpenAI, with a US$300 billion valuation, has acquired Ive’s 2019 startup for US$5 billion in stock, valuing the company at nearly US$6.5 billion. Io’s 55 employees will join OpenAI and form a new hardware division to be led by OpenAI’s Peter Welinder. Continue…
by Roger Montgomery Posted in Companies.
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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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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.
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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.
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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.
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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.
by Roger Montgomery Posted in In the Press.
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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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