In this week’s video insight, I thought I would break down an insightful article by Michael Howell of CrossBorder Capital titled ‘Accord’: The Most Dangerous Word in Forex Markets. Howell highlights that we’re 33 months into a global liquidity upswing, but signs like rising bond yields and narrowing equity gains suggest we’re entering a late-stage cycle. Continue…

by Roger Montgomery Posted in Video Insights.

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If last year I had told you that 2025 would bring with it a U.S. president who sparks a global trade war, that Israel would expand a war with Palestine to Iran, the U.S. would join the commotion and drop bombs on Iran, and U.S. treasury bond rates would be high, I suspect you would predict the stock market to trade lower. Much lower. 

And yet here we are, with the S&P 500 near or at all-time highs.

This article was first published in The Australian on 26 June 2025. Continue…

by Roger Montgomery Posted in In the Press.

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Stepping back from the tidal wave of Trump’s pronouncements, backtracks and absurdly weak understanding of basic arithmetic (“egg prices have fallen 400 per cent!”), today’s investing environment is one of the most dynamic in recent history, shaped by transformative technological advancements, the threat of war, dynamic and unpredictable economic policies, and evolving investor behaviours. From the disruptive potential of artificial intelligence (AI) to the resurgence of retail investing and the spectre of market bubbles, the current landscape demands a little reflection. Continue…

by Roger Montgomery Posted in Market commentary.

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There are a myriad of solutions offered for retirees to help manage their finances and wealth during their golden years. With people living longer, the questions of ‘will it last?’ and ‘how much can I expect?’ are fuelling the proliferation of tools, calculators and apps. Meanwhile, we know that anxiety and stress about money spike during life’s transitions, of which retirement is a big one. Continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors.

Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient. Continue…

by Roger Montgomery Posted in Podcast Channel.

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The Magnificent Seven; Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA), which rose by an average 111 per cent over calendar 2023, continued its strong upward trajectory, increasing a further 63 per cent, on average, over calendar year 2024. Continue…

by David Buckland Posted in Economics, Editor's Pick, Foreign Currency, Market commentary.

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In the twelve months to June 2025, Reece Limited (ASX:REH) delivered its shareholders a negative 43 per cent return, dramatically underperforming the ASX 300 Accumulation Index, which increased by 14 per cent. Continue…

by David Buckland Posted in Companies.

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Australia is the world’s second-largest exporter of liquefied natural gas (LNG), with an output of 81 million tonnes (MT) in 2024, surpassed only by the U.S., according to the International Gas Union 2025 World LNG Report. In a year when global LNG trade expanded by 2.4 per cent to 411.24 MT, Australia contributed a 1.48 MT increase, connecting 22 exporting markets with 48 importing ones. Continue…

by Roger Montgomery Posted in Energy / Resources.

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