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Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94. On Saturday, during the company’s annual shareholder meeting in Omaha, Nebraska, Buffett revealed he would step down as CEO and chairman by the end of the year, handing the reins to Vice Chairman Greg Abel. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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by Roger Montgomery Posted in Companies, Video Insights.

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by Roger Montgomery Posted in In the Press.

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In the final part of this series, I speak with June Lui, Portfolio Manager and Analyst from Polen Capital’s Emerging Markets Growth Team, to explore China’s dominance in artificial intelligence (AI), and innovative technologies.

We discuss how Polen Capital – our investment partner in global equities – evaluates whether new technology companies are capable of generating profitable growth. June shares insights on the excitement around AI developments, such as DeepSeek, and whether these companies will be able to compete with established technology giants. We also discuss the potential for opportunity in large and small language models. Continue…

by Roger Montgomery Posted in Video Insights.

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A great deal has already been written about President Trump’s tariff policies, which have ignited a fierce debate among global investors and reshaped the landscape of international trade and economic strategy.

If every nation played fair, laid down their weapons, worked in harmony, peace and unity for a global common good, there would be no need for tariffs. But of course, such a world doesn’t exist on this side of Armageddon. In a world shaped by competition, dishonesty and insecurity, Trump sees tariffs as a way of resetting the compass. Continue…

by Roger Montgomery Posted in Market commentary.

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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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In this week’s video insight, I delve into the recent interest rate cut by the Reserve Bank of Australia (RBA) and what it means for self-funded retirees relying on cash and term deposits. With lower rates affecting returns, I explore the broader implications for retirement income and discuss private credit as one potential alternative to help navigate this changing landscape.

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by Roger Montgomery Posted in Aura Group, Economics, Video Insights.

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I joined Philip Clark on ABC Nightlife to discuss the latest finance news, including nervous investors, declining stock markets, Trump, tariffs, trade wars, and Chinese warships off our coast. Is there more selling on the horizon and what should investors look at?  You can listen to the full episode here: Nightlife Finance with Roger Montgomery

by Roger Montgomery Posted in Radio.

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Last week, I joined Jess McGuire on ABC Statewide Drive to discuss the current reporting season. Share prices are reacting more sharply to earnings surprises, with around four companies beating estimates for every one that misses. Dividend per share results are also exceeding forecasts at a two-to-one rate, driving company outlook upgrades. Listed companies are gaining market share, with strong performers like the Commonwealth Bank of Australia (ASX:CBA), JB Hi-Fi (ASX:JBH), and REA Group (ASX:REA) standing out. Continue…

by Roger Montgomery Posted in Radio.

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Yesterday, I appeared on The Business – ABC Television News to discuss Trump’s newly imposed tariffs. Taking effect on ‘Liberation Day’, these tariffs have already sent ripples through global markets. Australia, along with the UK, Singapore and Brazil were all slapped with a 10 per cent tariff. China, Australia’s largest trading partner, was dealt a more severe blow with an additional 34 per cent tariff – bringing the total increase to 54 per cent since Trump took office. Continue…

by Roger Montgomery Posted in TV Appearances.

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