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MEDIA
ABC The Business – Signs of a bubble emerging in the ASX
Roger Montgomery
August 26, 2025
I joined David Taylor on ABC The Business to discuss signs that the market might be entering bubble territory.
Sharemarkets continue to climb, driven by fear of missing out (FOMO), expectations of interest rate cuts, and easing global tensions. But these same forces are also evidence that this boom could be shifting into the early stages of a bubble. Continue…
by Roger Montgomery Posted in TV Appearances.
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Auckland International Airport’s FY25 results: Ascending slowly amid headwinds
Roger Montgomery
August 28, 2025
Auckland International Airport (ASX:AIA), New Zealand’s premier gateway handling the bulk of the nation’s international traffic, delivered a resilient performance for 2025, after navigating a weakening economy, airline capacity constraints, and ongoing infrastructure investments. Continue…
by Roger Montgomery Posted in Airlines, Companies, Stocks We Like.
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What’s powering Bitcoin’s bull case?
Roger Montgomery
September 1, 2025
Bitcoin recently hit another new all-time high just above US$124,000, reflecting a bull story that has matured from a niche tech narrative into a macro thesis with institutional support. Continue…
by Roger Montgomery Posted in Foreign Currency.
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Tuas: Roaring ahead with strategic acquisition and growth potential
Roger Montgomery
September 1, 2025
As we have previously reported, Tuas Ltd (ASX:TUA) is a rising star in the telecommunications sector. The company continues to solidify its position as a formidable player in Singapore’s competitive telecom market. Broker Peloton Capital has also been following the company closely and recently reported on a major acquisition. Continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Understanding managed fund distributions – what 30 June means for you
Rhodri Taylor
July 11, 2025
What does 30 June means for investors in managed funds? While the broader public may focus on tax returns and winter holidays, investors — particularly those in actively managed equity funds like those offered by Montgomery — may notice distributions being paid around this time. Continue…
by Rhodri Taylor Posted in Investing Education.
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ABC Business News – U.S.-China trade talks and market insights
Roger Montgomery
June 16, 2025
I joined Kirsten Aiken on ABC News earlier this week to discuss the recent U.S.-China trade talks. While these discussions aimed to reinforce the trade truce established last month in Geneva, they primarily offered a framework without substantial new commitments, leaving investors largely unimpressed. The prevailing concern among investors, however, is the perceived gradual shift of the U.S. towards authoritarianism, which is creating significant unease in the markets.
by Roger Montgomery Posted in Market commentary.
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Another round table
Roger Montgomery
August 20, 2025
With Jim Chalmers’, Treasurer of Australia, three-day roundtable kicking off yesterday, I thought it would be interesting to hear what different parts of the community were seeking. Of course, while collaboration is expected, consensus will be impossible, partly because of the diverse attendees, which includes representatives from the unions, government, business and civil society.
The other issue is that solutions require an understanding of the problem’s root cause. And when we are talking about labour productivity, most cannot even agree on first principles. Continue…
by Roger Montgomery Posted in Market commentary.
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Rolls-Royce’s nuclear innovation
Roger Montgomery
August 14, 2025
In a significant step toward revolutionising clean energy production, Rolls-Royce Small Modular Reactors (SMR) has inked a pivotal Memorandum of Understanding (MoU) with Czech engineering powerhouse Škoda JS.
At the heart of the initiative is Rolls-Royce’s innovative 470 megawatt-electric (MWe) pressurized water reactor design. Compact and efficient, each SMR module measures just 16 meters by 4 meters, yet generates low-carbon electricity equivalent to over 150 onshore wind turbines. Continue…
by Roger Montgomery Posted in Energy / Resources.
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MEDIA
Statewide Drive – Bitcoin surge
Roger Montgomery
August 23, 2025
This week on ABC Statewide Drive with Jess Maguire, I explained why Bitcoin has surged to fresh record highs and whether it’s truly gone mainstream or just another bubble in the making. I broke down the origins of cryptocurrency, how blockchain removes costly intermediaries, and why central bank money printing and a weaker U.S. dollar are fuelling demand for Bitcoin as a hedge alongside gold. Importantly, Continue…
by Roger Montgomery Posted in Radio.
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MEDIA
ABC Newcastle Mornings – roundtable kick-off
Roger Montgomery
August 20, 2025
Yesterday on ABC Newcastle Mornings with Paul Turton, I shared some thoughts on the roundtable convened by Treasurer Jim Chalmers in Canberra. I discussed the widening wealth gap in Australia and how capitalism, without proper oversight, often concentrates wealth in the hands of a few. Left unchecked, this can destabilise societies and fail to account for environmental costs such as resource depletion and pollution. Continue…
by Roger Montgomery Posted in Radio.
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