As the February 2026 reporting season gets underway, attention turns once again to earnings as ASX-listed companies begin ...
Nevertheless, for the moment, the Fed’s “wait-and-see” approach puts it at odds with the Trump administration. Administration officials, bolstered by two FOMC dissenters, are betting that a surge in ...
Montgomery Small Companies Fund. In this detailed video, I’m joined by Gary Rollo, Co-Portfolio Manager of the Montgomery ...
I joined Paul Turton on ABC Newcastle Mornings to talk about why markets are holding near all-time highs despite rising geopolitical tensions, soaring gold and silver prices, and growing uncertainty ...
As we kick off 2026, I turned to UK-based Crossborder Capital’s latest global liquidity update by Michael Howell, noting ...
Breville Group (ASX: BRG), the premium kitchen appliance maker behind brands like Breville and Sage, has released its full-year results for financial year 2025 (FY25). The company’s results largely ...
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, ...
One of the most frequently asked questions by investors following Trump’s election victory is: what sectors will do well? While much remains unknowable about Trump’s second term, his “promises made, ...
The skies above Australia have long symbolised freedom, exploration, and connection. Yet, in recent years, these skies have become shrouded in clouds of anti-competitive behaviour, sky-high airfares, ...
At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on stocks and will always be an ...
Leading toll road operator, Transurban (ASX:TCL), has released robust financial results, reflecting steady growth and promising prospects. The company’s operational performance, strategic investments, ...
In this week’s video insight I explore signs that today’s bull market may be showing signs of a bubble. The bulls point to two key observations supporting the markets’s strength. First, market breadth ...
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