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

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Thinking about asset allocation...
February 3, 2025
by Roger Montgomery
The reality check from the DeepSeek-RI breakthrough
January 29, 2025
by David Buckland
The cost of market timing
December 11, 2024
by Roger Montgomery
Myth: Private credit is illiquid – investors’ funds are locked in until maturity
November 18, 2024
by Roger Montgomery
  • MEDIA

    2GB – Warren Buffett retires from Berkshire Hathaway

    Roger Montgomery
    May 5, 2025

    I joined Michael McLaren on 2GB to discuss Warren Buffett’s retirement as Berkshire Hathaway CEO after 60 years. He’ll remain chairman, with Greg Abel succeeding him. Buffett won’t sell his shares and plans to stay involved. He credits Charlie Munger for shaping Berkshire’s enduring investment philosophy. Continue…

    by Roger Montgomery Posted in Radio.
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  • tariff

    Walking the tariff tightrope

    Roger Montgomery
    May 5, 2025

    A great deal has already been written about President Trump’s tariff policies, which have ignited a fierce debate among global investors and reshaped the landscape of international trade and economic strategy.

    If every nation played fair, laid down their weapons, worked in harmony, peace and unity for a global common good, there would be no need for tariffs. But of course, such a world doesn’t exist on this side of Armageddon. In a world shaped by competition, dishonesty and insecurity, Trump sees tariffs as a way of resetting the compass. Continue…

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

    This weekend Australia will vote for blackouts.

    Roger Montgomery
    May 2, 2025

    Australia’s aggressive pursuit of renewable energy, championed by the Teal independents and the Labor government, is sold as a path to cheaper electricity and a cleaner future. The promise is seductive: wind and solar will slash power bills while saving the planet.

    Yet, recent events in Europe – most notably Spain’s massive blackout and Germany’s ongoing grid struggles – expose this narrative as dangerously naive. Forcing intermittent renewable energy onto aging grids without adequate investment in stability measures is a recipe for chaos, and this weekend, I suspect, Australia will vote to barrel down the same path. Continue…

    by Roger Montgomery Posted in Energy / Resources, Market commentary.
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    • POSTED IN Energy / Resources, Market commentary.
    Blackout
  • Australian cash

    MEDIA

    Cash is king when it’s used effectively

    Roger Montgomery
    May 2, 2025

    In the world of investing, few ­assets are as polarising as cash. On one hand, holding cash in an environment where interest rates lag inflation guarantees a loss of purchasing power. On the other hand, cash can be a powerful tactical tool for seizing opportunities, particularly in times of market distress.

    This article was first published in The Australian on 24 April 2025. Continue…

    by Roger Montgomery Posted in In the Press.
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    • POSTED IN In the Press.
    Australian cash
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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

  • Roger Montgomery AusBiz

    MEDIA

    Ausbiz – 100 days of Trump

    Roger Montgomery
    May 1, 2025

    I joined Juliette Saly on Ausbiz to discuss the first 100 days of the Trump administration, which has been marked by controversial executive orders, mass deportations, ‘January 6’ pardons, and of course – tariffs.

    Economically, we see fears of stagflation loom (with Goldman Sachs forecasting minimal GDP growth or even a mild recession), a 19 per cent S&P drop, rising inflation expectations, falling consumer confidence, and small business strain. Continue…

    by Roger Montgomery Posted in TV Appearances.
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    Roger Montgomery AusBiz
  • Over the Back Fence

    MEDIA

    Over the Money Fence – Where should you invest when markets are wild and you feel scared?

    Roger Montgomery
    May 1, 2025

    This week, I joined Nicola Dale and Di Edwards from the Over the Back Fence podcast to kick off a new monthly podcast series, Over the Money Fence – created to help women build confidence and clarity around money, and investing. Continue…

    by Roger Montgomery Posted in Podcast Channel.
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    Over the Back Fence
  • Stock Market

    Navigating the storm

    Roger Montgomery
    May 1, 2025

    In the days following Trump’s tariff announcement, the S&P 500 plunged 10 per cent in just two days, 10-year treasury yields swung wildly, and gold, after touching a peak, stumbled. Add to this the backdrop of escalating global trade tensions – think U.S.-China tariffs – and it’s no surprise that investors are on edge. Meanwhile, consumers are wrestling with their own worries about inflation, jobs, and the economy’s trajectory. Continue…

    by Roger Montgomery Posted in Market commentary.
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    Stock Market
  • investing in emerging markets part 3

    Investing in emerging markets – technology and AI

    Roger Montgomery
    May 1, 2025

    In the final part of this series, I speak with June Lui, Portfolio Manager and Analyst from Polen Capital’s Emerging Markets Growth Team, to explore China’s dominance in artificial intelligence (AI), and innovative technologies.

    We discuss how Polen Capital – our investment partner in global equities – evaluates whether new technology companies are capable of generating profitable growth. June shares insights on the excitement around AI developments, such as DeepSeek, and whether these companies will be able to compete with established technology giants. We also discuss the potential for opportunity in large and small language models. Continue…

    by Roger Montgomery Posted in Video Insights.
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    investing in emerging markets part 3
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