I joined Ausbiz yesterday on ‘Liberation Day’ to the impact of Trump’s tariffs on Australia’s four major exports to the U.S. – beef, gold and precious stones, pharmaceuticals, and medical equipment.   Continue…

by David Buckland Posted in TV Appearances.

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This week we kick off part one of our new video series, ‘investing in emerging markets’ with our investment partner in global equities, Polen Capital. I interviewed June Lui, a portfolio manager and analyst from Polen Capital’s emerging markets growth team. With over two decades of experience in the Chinese industry, June offers insight into the Chinese economy and where it is headed. Continue…

by Roger Montgomery Posted in Video Insights.

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On the surface, evidence shows that the Australian Securities Exchange (ASX) may be at a crossroads. Companies like James Hardie are jumping ship for U.S. primary listings, Australian investors are piling into American stocks, and local unicorns like Canva might not even glance at the ASX for their big initial public offering (IPO) debut. It’s not a collapse – yet; remember, Guzman Y Gomez (ASX:GYG) chose Australia over a U.S. listing – but the cracks are starting to show. Is the ASX in trouble or just stuck in a tough spot? Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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I recently joined Paul Turton on ABC Newcastle to discuss the five key reasons behind why the price of gold has skyrocketing. The first reason being the volatility seen across the S&P 500, NASDAQ, ASX 200, and the Small Ordinaries Index. Additionally, interest rates in developing countries are declining – meaning investors are turning toward other assets (like gold). Thirdly, I highlight that gold is an inflation hedge, meaning its value tends to increase during periods of rising inflation. Geopolitical tensions across China/U.S. and in the Middle East are also a key reason as to why the price of gold is being driven up. And lastly, investors get a ‘fear of missing out’ and tend to invest in trends.

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by Roger Montgomery Posted in Radio.

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TUAS (ASX:TUA) (pronounced ‘Too-as’) is a company we have written about on the blog several times. Back in April 2024 on a ‘Spark you F.I.R.E’ podcast with Jazz Sidana, I noted that it was difficult to establish a confident valuation on this company (which at the time held a share price of $3.84) given the lack of sufficient information available. Continue…

by Roger Montgomery Posted in Companies.

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The debate about whether Australian retirees in pension phase (paying no tax) are better off in ASX-listed stocks, or the U.S. companies of the S&P 500 continues to rage.

Australian listed companies are known for their relatively high dividend payout ratios. It is estimated that, in aggregate, about 80 per cent of ASX 200 company profits are paid out as dividends. 

Part of the reason is that our tax system causes companies to accumulate franking credits that have zero value to them but huge value to retiree shareholders. Continue…

by Roger Montgomery Posted in Investing Education.

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I joined Ausbiz last week with fellow panellists Josh Gilbert from eToro and Grady Wulff from Bell Direct, to discuss a range of developments shaping the current economic and political landscape. Continue…

by Roger Montgomery Posted in TV Appearances.

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I recently met with a young investor and trader, who was just beginning their market journey. During our conversation, he noted he was currently biased towards a market correction but was waiting for a catalyst.

The idea that a catalyst is required for a stock market correction is a flawed one. Corrections can occur without an apparent trigger – just ask those people still debating the cause of the 1987 crash (also known as Black Monday), a severe unexpected stock market crash leading to a worldwide loss of ~US$1.71 trillion).

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by Roger Montgomery Posted in Global markets, Market commentary.

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