ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

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

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
Myth: Private credit only involves lending to distressed businesses and sectors/industries
November 4, 2024
by Roger Montgomery
Myth: Private credit does not perform well in disruptive economic conditions
October 29, 2024
by Roger Montgomery
Myth: Private credit investments are not diversified 
October 22, 2024
by Roger Montgomery
Montgomery Small Companies Fund 5-year anniversary
October 8, 2024
by David Buckland
  • US$100 bill eyes

    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.
    • save this article
    • POSTED IN Global markets, Market commentary.
    US$100 bill eyes
  • fundamentals

    MEDIA

    A return to fundamentals

    Roger Montgomery
    April 29, 2025

    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.

    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.
    • READ
    • save this article
    • POSTED IN In the Press.
    fundamentals
  • DB thumbnail - Telix

    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.
    • save this article
    • POSTED IN Video Insights.
    DB thumbnail - Telix
  • 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.
    • save this article
    • POSTED IN Market commentary.
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • Investing in emerging markets

    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.
    • save this article
    • POSTED IN Video Insights.
    Investing in emerging markets
  • MEDIA

    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.
    • save this article
    • POSTED IN Podcast Channel.
  • DB ausbiz

    MEDIA

    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.
    • save this article
    • POSTED IN TV Appearances.
    DB ausbiz
  • MEDIA

    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.
    • LISTEN
    • save this article
    • POSTED IN Radio.
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Toby
    Roberts
  • Brett
    Craig

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA PRIVATE CREDIT INCOME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

<>

Lost password?
Connect with:
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.