MONTGOMERY OFFERS A SECOND INCOME STRATEGY THROUGH A PARTNERSHIP WITH AURA GROUP
Montgomery Investment Management is delighted to announce its second fund in partnership with Aura Group.
Montgomery will offer the Aura Core Income Fund which aims to preserve capital and provide stable monthly income and portfolio diversification through exposure to a pool of Australian private debt assets predominantly made up of SME loans.
The traditional 60/40 portfolio approach is proving less effective at balancing risk and return in today’s environment, particularly as the historical relationship between equities and bonds has shifted. Where bonds once tended to rise when equities fell, both asset classes have at times moved in the same direction during periods of persistent inflation and policy uncertainty, weakening diversification benefits.
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.
I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
In this section we explore investing basics, common themes and information to help guide your investing journey.
The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
Yikes! Did the U. S. Federal Reserve (Fed) just propose a material reduction in its balance sheet? After the war is over, investors will revert to concentrating on earnings and other thematics again, and a recent Fed research paper may give investors something to worry about. The U. S.
In late March 2026, the ANZ Roy Morgan Australian Consumer Confidence Index hit the lowest level since the survey began in the early 1970s.
Last week (5 April 2026), it rallied to the second worst week on record, as motorists received a $0. 26 per litre reduction in the fuel excise.
The market has surged, jumping 2. 6 per cent in a single day on news of a ceasefire in the Middle East. After weeks of volatility, the key question now is whether this marks the beginning of a sustained recovery – or just another short-lived rally. I joined Sean Aylmer to discuss what’s really driving the rebound.
In my article for Firstlinks, I explore the uneasy disconnect between human tragedy and market resilience. While war brings immeasurable suffering, history shows that equity markets often respond with surprising steadiness. From brief sell-offs ahead of conflict to rapid recoveries during it, markets seem to march on, focused on profits even as headlines scream chaos.
The market has surged, jumping 2. 6 per cent in a single day on news of a ceasefire in the Middle East. After weeks of volatility, the key question now is whether this marks the beginning of a sustained recovery – or just another short-lived rally. I joined Sean Aylmer to discuss what’s really driving the rebound.
I joined Paul Turton on ABC Newcastle Mornings to discuss the current market outlook, noting that while geopolitical tensions may keep markets cautious in the near term, any resolution could trigger a short-lived rebound before investors refocus on deeper structural risks, including rising U. S.
On ABC Statewide Drive, I discussed why geopolitical shocks have historically caused short-term market volatility rather than lasting weakness, with many conflicts followed by relatively swift recoveries and resilient equity returns.
Yikes! Did the U. S. Federal Reserve (Fed) just propose a material reduction in its balance sheet? After the war is over, investors will revert to concentrating on earnings and other thematics again, and a recent Fed research paper may give investors something to worry about. The U. S.
In late March 2026, the ANZ Roy Morgan Australian Consumer Confidence Index hit the lowest level since the survey began in the early 1970s.
Last week (5 April 2026), it rallied to the second worst week on record, as motorists received a $0. 26 per litre reduction in the fuel excise.
The upcoming listing of Firmus on the Australian Securities Exchange (ASX) is being pitched as a generational opportunity to capitalise on the artificial intelligence boom, yet a closer examination of the company’s artificial intelligence (AI) Factory model reveals a series of architectural and financial cracks that prospective investors should scrutinise.
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