Popular Articles

I joined Phil Clark on ABC Nightlife to explore why markets are rallying despite wars, tariffs, and economic uncertainty. I explained how abundant liquidity is fuelling speculation – from meme stocks to cryptocurrency – and shared why investors should tread carefully. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Yesterday I joined Jess Maguire on ABC Statewide Drive to discuss why markets are defying expectations and soaring to new highs despite escalating global tensions, war, and looming U.S. tariffs.

I explained that while investors typically flee from uncertainty, many are instead focused on the potential benefits of select Trump policies and the artificial intelligence (AI) boom, creating a surge in optimism. Continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

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.

• save this article
• POSTED IN Aura Group.

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.

• save this article
• POSTED IN TV Appearances.

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.

• save this article
• POSTED IN Digital Asset Funds Management, TV Appearances.

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.

Continue…

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

• READ
• save this article
• POSTED IN In the Press, Investing Education, On the Internet, Podcast Channel, Press.

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.

• save this article
• POSTED IN Aura Group, Investing Education.

In this interview with ABC News, we unpack the liquidity-fuelled rally sweeping global markets – from the resurgence of meme stocks and crypto to China’s massive $10 trillion stimulus. We also explore what’s next, as Trump’s tariffs are set to be finalised by Friday and speculation builds around a potential Fed rate cut. How might these developments shape the next phase of the market rally? Continue…

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

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.

• LISTEN
• save this article
• POSTED IN Radio.

I recently penned a blog post in which I highlighted the market-related concerns of American economist, chess Grandmaster, professor of international economics at Harvard University, former International Monetary Fund (IMF) Chief Economist and co-author of This Time is Different: Eight centuries of Financial Folly, Kenneth Rogoff. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

• save this article
• POSTED IN Global markets, Market commentary.