Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, looks back at the forces that drove markets in 2025 — from the AI boom to the “great broadening” beyond US megacaps.He talks to Sean Aylmer about the bull and bear cases for US equities in 2026, why the US dollar matters for Australian investors, and where diversification may make sense as volatility returns.For more information, visit www.montinvest.com or call 02 8046 5000.Follow Roger’s insights at www.rogermontgomery.comMontgomery Investment Management is a supporter of Fear + Greed. Seek professional advice tailored to your circumstances before making investment decisions.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.