Investor Insights

March 19, 2026

Ausbiz – The risk of a debt spiral in the U.S.

By Roger Montgomery

  I joined Juliette Saly on Ausbiz to discuss how markets could respond when the war ends, noting a short conflict may trigger a relief rally while a prolonged one could see markets fall further before recovering. I also highlighted that beyond near-term volatility, investors should be paying closer attention to the growing risks around the U. S.
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March 18, 2026

ABC Nightlife – rethinking portfolios in a changing market

By Roger Montgomery

I joined Philip Clark on ABC Nightlife to discuss the shift toward a more volatile market environment in 2026. With inflation likely rising again, growth slowing and oil prices climbing, the key conditions that supported recent equity gains are fading. We also explored potential war scenarios involving Iran and how they could impact markets, inflation and interest rates.
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March 16, 2026

The Australian – The ghost of the 1970s oil crisis looms large

By Roger Montgomery

The financial world has woken up to a “flash-freeze”. The news that an Iranian drone reportedly struck a U. S. -linked commercial oil tanker in the Strait of Hormuz has done more than just spike the price of oil; it’s arguably shattered the fragile market equilibrium we’ve seen since the start of the year.
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March 10, 2026

ABC Newcastle Mornings – why fundamentals still matter in times of conflict

By Roger Montgomery

This morning on ABC Newcastle Mornings with Paul Turton, I discussed how markets respond to geopolitical shocks and why investors should keep their focus on underlying fundamentals. While conflicts can cause short-term volatility, history shows markets often recover as investors anticipate recovery spending and economic growth.
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March 6, 2026

ABC Statewide Drive – Oil, war and what investors should watch

By Roger Montgomery

Yesterday afternoon I joined Jess Maguire on ABC Statewide Drive to discuss how the conflict in the Middle East is affecting global markets. While headlines have focused on oil and petrol prices, we also discussed the potential impact on industries such as airlines, tourism and energy-intensive manufacturing.
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March 5, 2026

Ausbiz – Is the hype of the robotics sector justified?

By Roger Montgomery

  Today on Ausbiz with Juliette Saly, I discussed the growing hype around humanoid robots. While many companies promise household robots within a decade, leading roboticist Rodney Brooks believes major technical hurdles remain before they can perform meaningful work in homes or industry.
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February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.
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