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I sat down with Paul Turton to discuss what’s been happening in investment markets so far this year. They talked about the impact of President Trump’s inauguration on markets and the continued strong performance of the Magnificent 7 Technology stocks.

David also shared insights into the opportunities for small-cap stocks, which have underperformed large caps by 30 per cent in recent years, and explained why the current economic climate might finally work in their favour. He gave his perspective on interest rate cuts, the cost-of-living pressures affecting Australians and businesses.

It’s a great conversation if you are keen to hear about what’s been shaping markets in 2025. You can listen to my segment from the 31:40-minute mark here: ABC Newcastle – How is 2025 shaping up for investment markets?

by David Buckland Posted in Market commentary, Radio.

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I joined Sean Aylmer on the Fear and Greed podcast to explore what happens when companies are taken over. We discussed James Hardie’s planned merger with U.S. giant AZEK – a deal that will shift the company’s primary listing to Wall Street, with a secondary listing on the ASX. Meanwhile, Australian investors are increasingly buying U.S. shares. So, is the local stock exchange at risk? Should the ASX be concerned?

by Roger Montgomery Posted in Podcast Channel.

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In this article for the Australian Financial Review, I shared some of my investment milestones throughout my 30-year career. I discussed the Australian Eagle Asset Management team’s strategy of identifying pivotal changes in businesses, highlighting successful investments in Fortescue (ASX:FMG) and Altium (ASX:ALU), as well as lessons learned from early exits like TechnologyOne (ASX:TNE). I also shared some insights into Australian Eagle’s investment philosophy, some stocks we believe have potential, including Dexus (ASX:DXS) and Silex Systems (ASX:SLX). Continue…

by Sean Sequeira Posted in In the Press.

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Last week I explored the bullish perspective of investing in gold. As promised, this week I will explore the viewpoints of several gold bears. Continue…

by Roger Montgomery Posted in Video Insights.

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In this week’s video insight, we launch our two-part series on ‘investing in gold’. In this episode I explore commentary from a few prevalent gold bulls. Continue…

by Roger Montgomery Posted in Video Insights.

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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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Breville Group (ASX:BRG) is a high-quality company, profitably held in the Montgomery Small Companies Fund. Breville released its half-year earnings this week – and the numbers point to a robust underlying performance. Nevertheless, investors will debate whether the guidance for the remainder of the fiscal year is deliberately conservative or signalling a more challenging road ahead. Continue…

by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.

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This morning, I joined Ausbiz to break down the “Trump slump” and its impact on equity markets, with major indices and big technology stocks facing pressure. We explored how central bank liquidity, bond market fluctuations, and artificial intelligence (AI) revenue concerns are shaping investor sentiment. With bearish sentiment on the rise, the question now is whether this environment presents a real opportunity for active investors and selective stock picking.

by Roger Montgomery Posted in TV Appearances.

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Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for investors.  

That’s why we are proud of our partnership with Australian Eagle Asset Management one of Australia’s top performing managers, whose Long Only Equity strategy is celebrating 20 years today.  Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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

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