Yesterday morning, I joined Paul Turton on ABC Newcastle to discuss U.S. President Trump’s newly imposed tariffs – 25 per cent on Mexico and Canada, 10 per cent on China, and their impact on inflation, interest rates, and global markets. We also covered the emergence of DeepSeek artificial intelligence (AI), Elon Musk’s support for Trump, and what I think it all means for the Australian economy.

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by Roger Montgomery Posted in Radio.

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ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also strategically positioned to capitalise on future growth opportunities. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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First, it was DeepSeek, and now it’s tariffs. Investors will need to endure more volatility, while those hoping for cheaper prices to enter the market might have their wish granted this week.

You might not think Trump’s imposition of tariffs on imports from Mexico, Canada and China has anything to do with your Australian equity portfolio but think again. The next few days could see markets move materially. Continue…

by Roger Montgomery Posted in Economics, Market commentary.

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In my latest article for Firstlinks, I unpack a fundamental question: why do investors react differently to market fluctuations when they own a listed company versus a private business? If a private enterprise consistently grows its profits, owners dismiss lowball offers. Yet in public markets, investors often panic over short-term price movements, even when the business is thriving. This disconnect has important implications for portfolio construction, particularly for retirees navigating sequencing risk. I also explore whether private credit could offer a more stable income alternative. Read the full article here: Firstlinks – An alternative asset class for income-seeking retirees Continue…

by Roger Montgomery Posted in On the Internet.

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In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using the analogy of a boat, I explain how equities can act as the engine driving growth, while credit serves as the hull that keeps you steady. The right strategy depends on your stage of life and financial goals. I also touch on the growing appeal of private credit for its potential to deliver strong returns with less volatility. The ultimate goal is to build a portfolio that’s built to last through all conditions.

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by Roger Montgomery Posted in Investing Education, Video Insights.

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The chorus of equity market bears is growing louder. This time, they’re suggesting the emergence of new, more energy-efficient artificial intelligence (AI)-powered large language models (LLM) combined with massive investment in the infrastructure required for legacy models will result in oversupply and crashing prices akin to that seen during the development and life cycles of previous technologies. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

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As February’s reporting season kicks off, investors are keenly focused on company profits as ASX-listed companies release their half-year financial results. During this time share price movements can be frequent, with some potential for noticeable fluctuations, particularly if results come in below expectations. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery Posted in Podcast Channel, Technology & Telecommunications.

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