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The U.S. economy is teetering on stagflation’s edge
Roger Montgomery
April 30, 2025
The U.S is careening toward a potential recession, propelled by a dramatic escalation in trade barriers, including unprecedented tariffs on imports from China, one of its largest trading partners.
Economists believe the sweeping “Liberation Day” tariff initiative could trigger a sharp economic contraction by summer, and the fallout is already evident across corporate earnings, consumer behaviour, and global trade dynamics. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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A return to fundamentals
Roger Montgomery
April 29, 2025
In the second week of April, the S&P 500 recorded a historic day, on Tuesday the key Wall Street index’s intraday swing marked the first time since at least 1978 the benchmark hit an intraday high up more than 4 per cent – only to close down more than 1 per cent. And the Nasdaq blew its biggest intraday gain since at least 1982. Continue…
by Roger Montgomery Posted in In the Press.
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Telix’s growth momentum continues
David Buckland
April 28, 2025
In this week’s video insight, I discuss the growth of Telix Pharmaceuticals (ASX:TLX). When the Montgomery Fund, The Montgomery [Private] Fund, and the Australian Eagle Trust Long Short Funds first invested in TLX, the share price was around A$11. Since then, the company’s share price has risen to A$26.75 with a market capitalisation of A$9 billion. Continue…
by David Buckland Posted in Video Insights.
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Tariff’s double-edged sword
Roger Montgomery
April 28, 2025
President Donald Trump’s tariff policies have understandably sparked fierce debates, with supporters praising their intent to bolster American economic strength as a reflection of the nation’s geopolitical pre-eminence and critics warning of unintended fallouts.
At their core, these tariffs aim to reshape global trade dynamics in favour of the U.S. But are these measures a masterstroke for American prosperity, or do they risk unravelling the very economic stability they seek to secure? I thought it might be worth unpacking the motivations behind Trump’s tariffs, their potential upsides, and the complex consequences that could follow. Continue…
by Roger Montgomery Posted in Market commentary.
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Investing in emerging markets – governance and strategy
Roger Montgomery
April 24, 2025
This week we bring you part two of our ‘investing in emerging markets’ video series featuring June Lui from Polen Capital, our investment partner in global equities. June is a Portfolio Manager and Analyst in Polen Capital’s Emerging Markets Growth team and has two decades of experience in Asian markets. Continue…
by Roger Montgomery Posted in Video Insights.
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Over the Back Fence – 100th episode – building money confidence for women
Roger Montgomery
April 23, 2025
This week, I had the pleasure of joining Nicola Dale and Di Edwards on their Over the Back Fence podcast to celebrate their milestone 100th episode, and to talk about the financial challenges women over 50 are facing today. Continue…
by Roger Montgomery Posted in Podcast Channel.
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AUSBIZ – THE IMPACT OF ON-AGAIN, OFF-AGAIN TARIFFS ON THE ECONOMY
David Buckland
April 23, 2025
I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions. Continue…
by David Buckland Posted in TV Appearances.
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ABC Statewide Drive – U.S. and China trade tensions
David Buckland
April 22, 2025
Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the trade tensions between China and the U.S, and what this means for investors. Continue…
by David Buckland Posted in Radio.
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It seems like a distant memory now, but 2025 began with an upbeat outlook, buoyed by deregulation and robust earnings. By February, however, the mood shifted as the U.S. released a significant trade policy document, hinting at a tough stance towards its trading partners.