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Since the advent of the car, railroads or electricity, few technologies have captured investor imagination quite like generative artificial intelligence (GenAI).  

The debut of AI tools like ChatGPT has attracted billions in research and development (R&D) and related construction investment at the same time that share market investors have poured trillions into AI-related stocks, inflating valuations to levels that some suggest should make even the dot-com era blush.   Continue…

by Roger Montgomery Posted in Market commentary.

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This week on ABC Statewide Drive with Jess Maguire, I explored the risks of stagflation and rising debt. While markets may look strong on the surface, the reality is more complex. Stagflation – when economic growth slows or stalls while prices continue to rise ­– creates a challenging environment for investors. We’re beginning to see signs of a slowing economy alongside persistent inflation, and that combination is far from ideal. So, what does this mean for share prices, and how should investors think about adapting their portfolios?

Listen to the full conversation from 1:44:30 here: Statewide Drive – Stagflation and rising debt

by Roger Montgomery Posted in Radio.

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Last night I joined Phil Clark on ABC Nightlife to explore Kenneth Rogoff’s warnings on the looming U.S. debt pile and the end of the “free money” era, and why investors should stay cautious. With debt levels near WWII highs, foreign buyers showing less appetite for U.S. bonds, and Trump’s tax cuts paired with massive borrowing, the risks of a crisis are mounting. Continue…

by Roger Montgomery Posted in Value.able.

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I am fascinated by the standard descriptions of returns cited by commentators in the real estate market. I am also disappointed that a regular opportunity to educate investors about returns is so frequently missed. 

Back in July, an article in The Australian Financial Review, entitled Renovators’ return: How to maximise property value in 2025, observed, “The nurse and engineer have transformed the house they bought in Adelaide’s seaside Glenelg for $450,000 back in 2012. They’re now looking to sell for $1.9 million, a four-fold return compared with the doubling of house prices over the same period.” Continue…

by Roger Montgomery Posted in Market commentary.

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Montgomery Investment Management recently celebrated the 8th anniversary of the Aura Private Credit Income Fund (the Fund), and its 96 consecutive positive monthly cash distribution, delivering a compound net return of 9.55 per cent per annum since inception in August 2017.* Continue…

by Roger Montgomery Posted in Aura Group.

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In today’s dynamic financial landscape, and with public market volatility constantly rising, investors are increasingly seeking opportunities that strike a balance between solid returns and stability and diversification. Continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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I joined Ausbiz with Clint Maddock, Founder and Director at Digital Asset Funds Management – our newest partner, an Australian investment manager specialising in digital asset markets – to discuss the growing role of digital assets like Bitcoin in investment portfolios. Once considered purely speculative, digital assets are now increasingly recognised as a legitimate component of diversification, sitting alongside equities, bonds, and property. We explored why they’re moving into the mainstream, the opportunities they present, and how investors can approach the space with a balanced view on both strategy and risk.

by Roger Montgomery Posted in Digital Asset Funds Management, TV Appearances.

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I joined Juliette Saly from Ausbiz to discuss America’s growing debt crisis and the looming risk of stagflation – the mix of slowing growth and stubborn inflation. We explored why rising borrowing costs, political pressure on the Federal Reserve, and stretched equity valuations are fuelling concerns, and what this means for investors navigating fragile markets. We also looked at the drivers behind the recent gold price surge.

by Roger Montgomery Posted in TV Appearances.

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When it comes to investing, I’ve always believed the most important thing is managing risk. Over the years I’ve learnt a lot about how to build wealth steadily, and those lessons are just as relevant for people in their 30s as they are for those approaching retirement. In this bonus episode of The Money Puzzle, I sit down with The Australian’s Wealth Editor, Julie-anne Sprague, to share how I developed my approach to investing and what it can mean for your financial journey.

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by Roger Montgomery Posted in In the Press, Investing Education, On the Internet, Podcast Channel, Press.

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I joined Paul Turton on ABC Newcastle Mornings to talk about digital asset funds – what they are, how investors can gain exposure to cryptocurrencies without directly buying or managing them, and whether the asset class is becoming more mainstream. We explored real-world cases that show why blockchain makes sense, as a digital version of cash that enables frictionless payments while bypassing banks to help preserve wealth. With regulation on the way, the space is becoming more comfortable for investors. Bitcoin isn’t going anywhere, but the real question is what’s driving its price higher. I also touched on funds that profit from bitcoin regardless of price direction by arbitraging futures contracts. You can listen to the full interview here: ABC Newcastle Mornings – Is cryptocurrency becoming more mainstream? 

by Roger Montgomery Posted in Radio.

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