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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 Private Access to explore the rise of private credit in Australia, driven by a $350 billion funding gap for small to medium enterprises (SMEs). I highlight opportunities for non-bank lenders, growing demand from retirees for stable income, and the importance of risk management within private credit funds.  Watch the full interview here: Ausbiz: Private Access: Independent ratings make risk vs reward crystal clear 

by Roger Montgomery Posted in Aura Group, TV Appearances.

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I joined Hope Radio to share my top tips for investing success at every stage of life. Risk appetite tends to lessen the older we get. Despite this, a balanced approach to risk versus reward is imperative at any age. The older generation shouldn’t shy away from risk all together but instead assess the potential outcomes carefully to maximise their potential rewards. And younger people can take advantage of the ‘bounce-back’ factor. Meaning they have a longer ‘runway’ and can afford to take more risk before their large financial commitments like starting a family or having a mortgage come along. 

by Roger Montgomery Posted in Radio.

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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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I recently joined Paul Turton on ABC Newcastle Mornings to discuss the recent market volatility. The S&P 500 headed into the 10 per cent correction zone last week and is currently in recovery. We also discussed challenges around domestic manufacturing and its potential effect on the Australian economy and national security. Tune in at 34:20-45:15 to hear the segment: ABC Newcastle: Mornings with Paul Turton

by Roger Montgomery Posted in Radio.

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I recently joined Paul Turton on ABC Newcastle to discuss the five key reasons behind why the price of gold has skyrocketing. The first reason being the volatility seen across the S&P 500, NASDAQ, ASX 200, and the Small Ordinaries Index. Additionally, interest rates in developing countries are declining – meaning investors are turning toward other assets (like gold). Thirdly, I highlight that gold is an inflation hedge, meaning its value tends to increase during periods of rising inflation. Geopolitical tensions across China/U.S. and in the Middle East are also a key reason as to why the price of gold is being driven up. And lastly, investors get a ‘fear of missing out’ and tend to invest in trends.

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by Roger Montgomery Posted in Radio.

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I joined James Kirby on The Australian’s The Money Puzzle to discuss the declining momentum in artificial intelligence (AI) stocks, Trump’s recent tariffs, and recession indicators. To set the stage for positive market performance a combination of disinflation, positive economic growth, and central bank liquidity is required. With the imposed Trump tariffs, the buzz around AI waning, and a decline in liquidity – has confidence in positive market performance for 2025 dampened?

by Roger Montgomery Posted in Podcast Channel.

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Tech ‘bros’ are buzzing with the news that Sir Jony Ive, the hardware design genius behind Apple’s iconic iPhone, iPod, and Mac, has sold his startup, io, to OpenAI, the powerhouse behind the Artificial Intelligence (AI) chatbot, ChatGPT. OpenAI, with a US$300 billion valuation, has acquired Ive’s 2019 startup for US$5 billion in stock, valuing the company at nearly US$6.5 billion. Io’s 55 employees will join OpenAI and form a new hardware division to be led by OpenAI’s Peter Welinder. Continue…

by Roger Montgomery Posted in Companies.

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In this week’s video insight, I explore the three key influences of market performance – inflation, economic growth, and liquidity – and how they can adversely or positively affect the market. In January and February this year we have already seen; the launch of a Chinese LLM (Large Language Model) which created waves in the Artificial Intelligence (AI) space, Trump’s imposition of tariffs (across China, Canada, Mexio and Europe), rising inflation, and increased geopolitical tension. Continue…

by Roger Montgomery Posted in Global markets, Market commentary, Video Insights.

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I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions. Continue…

by David Buckland Posted in TV Appearances.

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