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The world is volatile. Your financial future doesn’t have to be.
Roger Montgomery
August 11, 2025
Investors have faced wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recently, volatility driven by U.S. President Trump, Xi Jinping and Vladimir Putin.
While we can’t control these events, we can control where we invest.
That’s why we’ve launched a national campaign, developed with creative agency Mahlab, to spread awareness of the benefits of astutely managed private credit. Continue…
by Roger Montgomery Posted in Aura Group, Feature Article, Montgomery News and Updates, Popular.
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The importance of value investing
Roger Montgomery
July 3, 2025
If last year I had told you that 2025 would bring with it a U.S. president who sparks a global trade war, that Israel would expand a war with Palestine to Iran, the U.S. would join the commotion and drop bombs on Iran, and U.S. treasury bond rates would be high, I suspect you would predict the stock market to trade lower. Much lower.
And yet here we are, with the S&P 500 near or at all-time highs.
This article was first published in The Australian on 26 June 2025. Continue…
by Roger Montgomery Posted in In the Press.
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Beyond the big win – how do you protect and grow your wealth?
Roger Montgomery
July 8, 2025
We’ve all heard the stories of entrepreneurs who succeeded after failure. Less common are the stories of those who failed after succeeding. Heck, I Googled “entrepreneurs who failed AFTER succeeding” and Google returned pages and pages of articles with titles similar to; “How successful entrepreneurs bounce back from failure.” The opposite of what I was searching for. Continue…
by Roger Montgomery Posted in Investing Education.
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The real battle within the U.S.
Roger Montgomery
June 27, 2025
With all the chaos unfolding, unwinding and unfolding again in the Middle East, it’s easy to forget the bigger battle – the one for democracy in the U.S. – is still being waged. Back in early April, during the chaos of the tariff war-induced market turmoil, Donald Trump issued an executive order headed: “Maintaining Acceptable Water Pressure in Showerheads.” Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Taxing our way to irrelevance
Roger Montgomery
July 14, 2025
The title of this blog post was going to be ‘How to mismanage an economy’. I decided against it because the cynical answer could seriously abbreviate the blog post to just, Give it to Victoria’s Labor government.
In Victoria, State Member for Warrandyte, Nicole Werner, recently outlined and commented on the state government’s imposition of yet another new tax. A new land tax on those running any business activities from their homes. Continue…
by Roger Montgomery Posted in Market commentary.
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Copper traders have been TACO’d
Roger Montgomery
August 12, 2025
Most of the time, prices for a security or a commodity trade in fairly narrow bands. Sure, prices trend because information isn’t distributed universally, and it takes time and confirmation for people to buy in or sell out, but on a daily (or even weekly) basis, price ranges and volumes are generally pretty narrow.
A few times every decade, however, you will experience or witness some truly epic moves over very short periods of time. When you see these, it may be helpful to be positioned with cash and access to research. I am not sure if the latest ‘epic’ move turns out to be one of those opportunities, but I do believe it is worthy of further attention. And like I said, they only happen a few times in a decade. Continue…
by Roger Montgomery Posted in Energy / Resources, Manufacturing.
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A lesson for billionaires
Roger Montgomery
September 8, 2025
A recent article in the Wall Street Journal captivated me with its blend of betrayal, eccentric characters, the contrast between opulence and collapse, and the modern-day parable of a crypto catastrophe. In addition to its spellbinding narrative, it reminded me of my mother’s advice to make your friends before you make your money. Continue…
by Roger Montgomery Posted in Investing Education.
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Fear and Greed – What the year ahead holds for investors
Roger Montgomery
July 1, 2025
I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors.
Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient. Continue…
by Roger Montgomery Posted in Podcast Channel.
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The latest AI goldrush – its not what you think
Roger Montgomery
July 4, 2025
The race to lead in artificial intelligence (AI) feels like a modern gold rush, but instead of more power or better performance, the latest race is for people – brilliant minds. Continue…
by Roger Montgomery Posted in Market commentary.
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Private Credit, calm amid market mayhem: real insights from a real investor
Roger Montgomery
July 23, 2025
In this video, we hear from Russell, an experienced professional who chose to invest in private credit for a specific, short-term goal. Unlike long-term investors, Russell needed access to his capital within a defined timeframe for a property purchase. His story highlights how private credit can offer a flexible, lower-volatility solution for investors with clear time horizons – especially when public markets may not be suitable. Continue…
by Roger Montgomery Posted in Aura Group, Popular, TV Appearances.
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The world is volatile. Your financial future doesn’t have to be. Explore our private credit funds here.