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Keeping an eye on the condition of the U.S. economy is necessary for international equity investing, as changes will ultimately influence whether rates are cut. One recent data point suggests another sector of the economy there is slowing. Continue…

by Roger Montgomery Posted in Market commentary.

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I joined Jess Maguire on Statewide Drive yesterday to discuss the question on many investors’ minds: why is the stock market hitting new highs, particularly given the current geopolitical environment? Continue…

by Roger Montgomery Posted in Radio.

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Today on Ausbiz with Juliette Saly, we explored why global stock markets are hitting new highs despite ongoing geopolitical tensions. You’d be forgiven for expecting markets to react negatively given the conflict in the Middle East, rising bond yields, Trump tariffs, and recent interest rate cuts. Continue…

by Roger Montgomery Posted in Companies, Global markets, TV Appearances.

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Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the concerning trend of shrinking listings on the Australian Securities Exchange (ASX). Continue…

by Roger Montgomery Posted in Radio.

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I recently joined Juliette Saly on Ausbiz to discuss the evolving landscape of U.S. exceptionalism and its implications for global markets. Our conversation delved into the shifting dynamics of the U.S. dollar’s dominance, the BRICS (Brazil, Russia, India, China and South Africa) nations’ pursuit of alternatives, and the potential for modest returns from the S&P 500 due to high price-to-earnings (P/E) ratios. Continue…

by Roger Montgomery Posted in TV Appearances.

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Australia is the world’s second-largest exporter of liquefied natural gas (LNG), with an output of 81 million tonnes (MT) in 2024, surpassed only by the U.S., according to the International Gas Union 2025 World LNG Report. In a year when global LNG trade expanded by 2.4 per cent to 411.24 MT, Australia contributed a 1.48 MT increase, connecting 22 exporting markets with 48 importing ones. Continue…

by Roger Montgomery Posted in Energy / Resources.

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In the twelve months to June 2025, Reece Limited (ASX:REH) delivered its shareholders a negative 43 per cent return, dramatically underperforming the ASX 300 Accumulation Index, which increased by 14 per cent. Continue…

by David Buckland Posted in Companies.

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I joined Michael McLaren on 2GB to discuss Warren Buffett’s retirement as Berkshire Hathaway CEO after 60 years. He’ll remain chairman, with Greg Abel succeeding him. Buffett won’t sell his shares and plans to stay involved. He credits Charlie Munger for shaping Berkshire’s enduring investment philosophy. Continue…

by Roger Montgomery Posted in Radio.

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With U.S. President Donald Trump’s almost bipolar approach to domestic and foreign policy amid a drift to authoritarianism, investors in gold and bitcoin are demonstrating a belief that the U.S. dollar and American exceptionalism are simultaneously being undermined. Advisers globally, however, have the majority of their clients vastly underweight these assets in portfolios that remain highly exposed to stocks, and in particular, the S&P500 – an index whose sneeze causes everyone to catch a cold.

This article was first published in The Australian on 14 June 2025. Continue…

by Roger Montgomery Posted in In the Press.

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