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In this episode of Over the Money Fence, we dive into the realities facing the Sandwich Generation – women in their 50s and 60s who find themselves caring for elderly parents while also supporting adult children. Continue…

by Roger Montgomery Posted in Podcast Channel.

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by Roger Montgomery Posted in In the Press.

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In this week’s video insight, I cover two major headlines that hit papers this week: Labor’s sweeping win in the federal election and Warren Buffett’s retirement as CEO of Berkshire Hathaway.

Labor’s second-term agenda is set to reshape sectors like transport, energy, healthcare, and housing. With budget plans and reform drawing the line between winners and losers. Continue…

by Roger Montgomery Posted in Video Insights.

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This week, I joined Nicola Dale and Di Edwards from the Over the Back Fence podcast to kick off a new monthly podcast series, Over the Money Fence – created to help women build confidence and clarity around money, and investing. Continue…

by Roger Montgomery Posted in Podcast Channel.

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With Trump’s tariffs triggering market volatility and global uncertainty rising, private credit may be a compelling alternative for investors seeking monthly income, capital stability, and attractive risk-adjusted returns.

I joined Nadine Blayney from Ausbiz for a timely and practical conversation on private credit. You can also hear insights from a wealth adviser and experienced investor on how private credit fits into robust portfolios. Continue…

by Roger Montgomery Posted in Aura Group, TV Appearances.

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In the days following Trump’s tariff announcement, the S&P 500 plunged 10 per cent in just two days, 10-year treasury yields swung wildly, and gold, after touching a peak, stumbled. Add to this the backdrop of escalating global trade tensions – think U.S.-China tariffs – and it’s no surprise that investors are on edge. Meanwhile, consumers are wrestling with their own worries about inflation, jobs, and the economy’s trajectory. Continue…

by Roger Montgomery Posted in Market commentary.

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Last week, I joined Juliette Saly on Ausbiz to discuss the contrasting bull and bear market outlooks for 2025. Continue…

by Roger Montgomery Posted in TV Appearances.

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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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This week we kick off part one of our new video series, ‘investing in emerging markets’ with our investment partner in global equities, Polen Capital. I interviewed June Lui, a portfolio manager and analyst from Polen Capital’s emerging markets growth team. With over two decades of experience in the Chinese industry, June offers insight into the Chinese economy and where it is headed. Continue…

by Roger Montgomery Posted in Video Insights.

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I joined Ausbiz yesterday on ‘Liberation Day’ to the impact of Trump’s tariffs on Australia’s four major exports to the U.S. – beef, gold and precious stones, pharmaceuticals, and medical equipment.   Continue…

by David Buckland Posted in TV Appearances.

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