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Yesterday, I joined Paul Turton on ABC Newcastle Mornings to unpack the recent developments in the Middle East and their implications for global markets, with a specific focus on stock performance and oil prices. Continue…

by Roger Montgomery Posted in Market commentary, Radio.

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We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Core Income Fund a ‘VERY STRONG’ Investment Rating.  Continue…

by Scott Phillips Posted in Aura Group.

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This week, I spoke with Phil Clark on ABC Nightlife about the latest moves from the Trump administration and their impact on the U.S. economy. We looked at how markets are reacting to Trump’s 90-day tariff pause amid ongoing policy flip-flops that are shaking investor confidence. With stagnant Gross Domestic Product (GDP) and supply chain disruptions, the equity market outlook remains challenging. We also discussed the strengthening euro as U.S. exceptionalism fades. Continue…

by Roger Montgomery Posted in Radio.

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Last week, I joined Jess Maguire on ABC Statewide Drive to discuss the trade tensions between China and the U.S, and what this means for investors. Continue…

by David Buckland Posted in Radio.

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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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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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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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I joined Juliette Saly on Ausbiz to discuss the first 100 days of the Trump administration, which has been marked by controversial executive orders, mass deportations, ‘January 6’ pardons, and of course – tariffs.

Economically, we see fears of stagflation loom (with Goldman Sachs forecasting minimal GDP growth or even a mild recession), a 19 per cent S&P drop, rising inflation expectations, falling consumer confidence, and small business strain. Continue…

by Roger Montgomery Posted in TV Appearances.

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This week, I had the pleasure of joining Nicola Dale and Di Edwards on their Over the Back Fence podcast to celebrate their milestone 100th episode, and to talk about the financial challenges women over 50 are facing today. Continue…

by Roger Montgomery Posted in Podcast Channel.

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I joined Paul Turton on ABC NSW Mornings to unpack the public breakup between Donald Trump and Elon Musk, the unrest unfolding in Los Angeles, and the weakening U.S. dollar – and what this all means for Australia investors. Continue…

by Roger Montgomery Posted in Radio.

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