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The looming spectre of stagflation
Roger Montgomery
September 11, 2025
With the U.S. stock market hovering at levels some describe as ‘stretched’, economic indicators are flashing mixed signals, prompting some observers to raise the spectre of stagflation – a toxic brew of stagnant growth and persistent inflation. Continue…
by Roger Montgomery Posted in Market commentary.
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Are liquidity and deflation risks emerging? One economist is worried
Roger Montgomery
September 10, 2025
Investors are debating a number of scenarios. One is that Trump will install enough cronies on the board of the U.S. Federal Reserve that rates will be cut as many as five times in the next year. Supporters believe this could be incredibly bullish for markets, especially equities. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Celebrating another milestone – 96 positive consecutive monthly returns, 9.55% p.a. since inception
Roger Montgomery
September 9, 2025
Montgomery Investment Management recently celebrated the 8th anniversary of the Aura Private Credit Income Fund (the Fund), and its 96 consecutive positive monthly cash distribution, delivering a compound net return of 9.55 per cent per annum since inception in August 2017.* Continue…
by Roger Montgomery Posted in Aura Group.
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Looking at the artificial intelligence boom through Nvidia’s results
Roger Montgomery
September 9, 2025
When it comes to the artificial intelligence (AI) boom, few events command as much attention as Nvidia’s quarterly earnings calls. With so much riding on the boom enduring, including Nvidia’s $US4.15 trillion market cap, analysts and traders understandably dissect every nuance – from the precise wording of forward guidance to the subtle inflections in CEO Jensen Huang’s voice. They’re looking for clues about whether excitement or caution lies ahead or is presently justified. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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A lesson for billionaires
Roger Montgomery
September 8, 2025
A recent article in the Wall Street Journal captivated me with its blend of betrayal, eccentric characters, the contrast between opulence and collapse, and the modern-day parable of a crypto catastrophe. In addition to its spellbinding narrative, it reminded me of my mother’s advice to make your friends before you make your money. Continue…
by Roger Montgomery Posted in Investing Education.
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MEDIA
Statewide Drive – Stagflation and rising debt
Roger Montgomery
September 5, 2025
This week on ABC Statewide Drive with Jess Maguire, I explored the risks of stagflation and rising debt. While markets may look strong on the surface, the reality is more complex. Stagflation – when economic growth slows or stalls while prices continue to rise – creates a challenging environment for investors. We’re beginning to see signs of a slowing economy alongside persistent inflation, and that combination is far from ideal. So, what does this mean for share prices, and how should investors think about adapting their portfolios?
Listen to the full conversation from 1:44:30 here: Statewide Drive – Stagflation and rising debt
by Roger Montgomery Posted in Radio.
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Will U.S. rates be cut this year?
Roger Montgomery
September 5, 2025
I recently penned a blog post in which I highlighted the market-related concerns of American economist, chess Grandmaster, professor of international economics at Harvard University, former International Monetary Fund (IMF) Chief Economist and co-author of This Time is Different: Eight centuries of Financial Folly, Kenneth Rogoff. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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MEDIA
Ausbiz – Debt, inflation and fragile markets
Roger Montgomery
September 4, 2025
I joined Juliette Saly from Ausbiz to discuss America’s growing debt crisis and the looming risk of stagflation – the mix of slowing growth and stubborn inflation. We explored why rising borrowing costs, political pressure on the Federal Reserve, and stretched equity valuations are fuelling concerns, and what this means for investors navigating fragile markets. We also looked at the drivers behind the recent gold price surge.
by Roger Montgomery Posted in TV Appearances.
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