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AUSBIZ – The liquidity engine that sends markets to new heights
Investment

AUSBIZ – The liquidity engine that sends markets to new heights

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AUSBIZ – The liquidity engine that sends markets to new heights

This morning I became a member of Juliette Saly on Ausbiz to discuss how investors should concentrate on actions in the central bank instead of rhetoric – given the liquidity remains an important engine behind today’s momentum. In the past year, global liquidity has increased by approximately US $ 10 trillion, stimulating the dramatic increase in shares, defense shares and artificial intelligence (AI).

But this liquidity boost cannot last. As the cycle slows down in 2026–27 and the refinancing requirements, investors can be confronted with stricter circumstances. This means that this is the time to consider the risky strategies to move to defensive sectors or diversify beyond stocks of the competition for capital intensify and cracks appear in the so-called ‘Everything Bubble’.


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Roger Montgomery is the founder and chairman of Montgomery Investment Management. Roger has more than three decades of experience in fund management and related activities, including stock analysis, stock and derivative strategy, trade and effects. Prior to the establishment of Montgomery, Roger positions in Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

He is also the author of the best -selling investment guide for the stock market, value. Aabel-Hoe to appreciate the best shares and buy them for less than they are worth.

Roger regularly appears on television and radio, and in the press, including ABC Radio and TV, the Australian and Ausbiz. View upcoming media performances.

This message was contributed by a representative of Montgomery Investment Management PTY Limited (AFL No. 354564). The main purpose of this message is to provide factual information and not to provide financial product advice. Moreover, the information provided is not intended to give a recommendation or opinion about a financial product. However, each comments and opinion of opinion can only contain general advice that has been drawn up without taking into account your personal objectives, financial circumstances or needs. Therefore, before acting on the basis of one of the information provided, you must consider the suitability in the light of your personal objectives, financial circumstances and needs and you must consider requesting independent advice from a financial adviser if necessary before you make decisions. This message excludes specific personal advice.


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