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The next crisis?
Roger Montgomery
June 5, 2025
Markets cycle back and forth between periods of calm when investors are at ease and periods of heightened volatility, usually when investors have taken by surprise. These surprises tend to fall into two categories, and it’s important to be able to distinguish between them.
This article was first published in The Australian on 29 May 2025. Continue…
by Roger Montgomery Posted in In the Press.
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A little perspective on sentiment
Roger Montgomery
June 4, 2025
With Donald Trump deliberately flooding the media with daily, if not hourly, meme-worthy pronouncements, investors are understandably bereft of an opportunity to sit back and take stock of what’s been happening in markets so far. This is that opportunity. Continue…
by Roger Montgomery Posted in Market commentary.
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Bonds are flashing red
Roger Montgomery
June 3, 2025
In this week’s video insight I discuss why the bond market is setting off warning signs for investors, policy makers and the economy. Continue…
by Roger Montgomery Posted in Video Insights.
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Ausbiz – What is happening with the bond market?
David Buckland
June 2, 2025
Last week, I joined Juliette Saly on Ausbiz to discuss the bond markets growing instability amid surging global debt. Continue…
by David Buckland Posted in TV Appearances.
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Australia’s housing and cost of living crisis is hurting the less well off
David Buckland
May 30, 2025
Australia’s housing crisis is deepening, with median Sydney house prices reaching 13.8 times the median household income, placing it among the least affordable cities globally. Continue…
by David Buckland Posted in Video Insights.
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Aura Private Credit Income Fund has been reassigned a ‘very strong’ investment rating
Scott Phillips
May 29, 2025
We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Private Credit Income Fund a ‘VERY STRONG’ Investment Rating. Continue…
by Scott Phillips Posted in Aura Group.
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Another reason Buffett’s Apple share sale was well timed
Roger Montgomery
May 29, 2025
Tech ‘bros’ are buzzing with the news that Sir Jony Ive, the hardware design genius behind Apple’s iconic iPhone, iPod, and Mac, has sold his startup, io, to OpenAI, the powerhouse behind the Artificial Intelligence (AI) chatbot, ChatGPT. OpenAI, with a US$300 billion valuation, has acquired Ive’s 2019 startup for US$5 billion in stock, valuing the company at nearly US$6.5 billion. Io’s 55 employees will join OpenAI and form a new hardware division to be led by OpenAI’s Peter Welinder. Continue…
by Roger Montgomery Posted in Companies.
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The new narrative – navigating the bond market storm
Roger Montgomery
May 28, 2025
The bond market is currently grappling with significant turbulence, driven by a confluence of fiscal, monetary, and geopolitical factors. Investors are shying away from bonds, particularly U.S. Treasurys, as yields climb and uncertainty mounts. This article explores what’s happening in the bond market, why it’s occurring, and the implications for equity markets in both the short and long term, offering guidance for investors navigating this challenging landscape. Continue…
by Roger Montgomery Posted in Market commentary.
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