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This week we bring you part two of our ‘investing in emerging markets’ video series featuring June Lui from Polen Capital, our investment partner in global equities. June is a Portfolio Manager and Analyst in Polen Capital’s Emerging Markets Growth team and has two decades of experience in Asian markets. Continue…

by Roger Montgomery Posted in Video Insights.

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Twenty years ago, U.S. Senator Bernie Sanders delivered a powerful explanation of a political tactic used to persuade voters to support policies that benefit the wealthy, often at the expense of their own interests. Continue…

by Roger Montgomery Posted in Market commentary.

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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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In this weeks video insight, I discuss two schools of thought regarding stock market forecasts for 2025 – one cautious, the other more hopeful. Continue…

by Roger Montgomery Posted in Video Insights.

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Fast-food and drive-thru sales are powerful gauges of an economy’s health because they capture real-time consumer behaviour, particularly among lower and middle-income households. Unlike government data or consumer confidence surveys, which can be delayed or skewed by sentiment rather than action, fast-food sales reflect what people are actually doing with their money. Continue…

by David Buckland Posted in Market commentary.

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Global financial markets are enjoying a period of relative calm, with investors seemingly unperturbed by the unpredictability of U.S. President Donald Trump’s second term. The spectre of a trade war between the United States and China, which once loomed large, has, for now, receded, with optimism about deregulation and tax cuts replacing those concerns. Continue…

by Roger Montgomery Posted in Market commentary.

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QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification. Continue…

by Sean Sequeira Posted in Companies, Stocks We Like.

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In this week’s video insight, I explore the complex interplay between Trump’s political theatrics and the U.S. bond market. Continue…

by Roger Montgomery Posted in Video Insights.

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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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