Investor Insights

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. 

 

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Popular & Featured

October 12, 2026

Sovereign debt yields continue to climb – is a debt crisis on the cards?

By Roger Montgomery

In the past six years, French Government ten-year bond yield has jumped from negative 0. 3 per cent to 4. 9 per cent, the highest level in 24 years. Investors are starting to differentiate between each euro-denominated country with German and Dutch ten-year bonds yielding 3. 5 per cent and 3. 6 per cent, respectively.
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October 8, 2026

Silver lining in bond market carnage

By Roger Montgomery

For decades, the 60/40 Balanced Portfolio was zealously and even religiously adhered to. The fixed income component was the dependable anchor, providing a steady yield, protection against stock market volatility, while allowing investors to sleep soundly at night. More recently, bond returns have given sleeping investors a rude awakening. U. S.
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August 20, 2026

How Aura protects investors

By Scott Phillips

  I speak with Brett Craig, Director of Private Credit at Aura Credit Holdings, about how Aura structures its private credit portfolios with multiple layers of protection aimed at preserving investors’ capital.
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Learn About Investing

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.
October 12, 2026

Sovereign debt yields continue to climb – is a debt crisis on the cards?

By Roger Montgomery

In the past six years, French Government ten-year bond yield has jumped from negative 0. 3 per cent to 4. 9 per cent, the highest level in 24 years. Investors are starting to differentiate between each euro-denominated country with German and Dutch ten-year bonds yielding 3. 5 per cent and 3. 6 per cent, respectively.
Read Article
October 8, 2026

Silver lining in bond market carnage

By Roger Montgomery

For decades, the 60/40 Balanced Portfolio was zealously and even religiously adhered to. The fixed income component was the dependable anchor, providing a steady yield, protection against stock market volatility, while allowing investors to sleep soundly at night. More recently, bond returns have given sleeping investors a rude awakening. U. S.
Read Article
September 22, 2026

The U.S. stock market approaches October with lots to worry about

By Roger Montgomery

When the benchmark 10-year U. S. Treasury yields pierced five per cent on September 14, they reached their highest level since October 2023, and signalled a potential conflict between sovereign debt realities and a relentlessly optimistic equity market. What makes the latest breakout particularly alarming is that it occurred despite active government efforts to suppress borrowing costs. The U.
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Media Clips

October 15, 2026

Ausbiz – Too much AI, too little return?

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss the growing risks surrounding the artificial intelligence (AI) boom and whether the billions being invested in infrastructure can deliver sustainable returns. We explored the industry’s reliance on debt-funded hyperscalers and venture capital-backed startups, and how a slowdown in funding could trigger a domino effect across the sector.
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Latest Insights

October 15, 2026

“Australian residential property prices never fall”

By David Buckland

I can’t tell you how many times I have heard the expression, “Australian residential Property prices never fall”.   Admittedly these “experts” have enjoyed an enormous 40-odd year bull market. However, they don’t believe that asset prices can be cyclical, and they likely missed the 1993 London headline which read “One million homes in negative equity”.
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October 15, 2026

Zitron goes feral on AI

By Roger Montgomery

If only to arm you with arguments you might not be apprised of, it’s worth repeating artificial intelligence (AI) critic and author, Ed Zitron’s most recent warnings about the AI bubble, starting with a reference to the potential insolvency of OpenAI and Anthropic: “While a few people have danced with the edges of the potential insolvency of OpenAI and Anthropic, nobody…
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October 15, 2026

Dark clouds, but no rain

By Roger Montgomery

Daily stock market commentary is replete with warnings of storm clouds forming over global equity markets. But major indices are registering all-time highs with daily, boring monotony, and those dark clouds seem in no imminent danger of producing rain, let alone a storm. So are the bearish experts wrong?
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THINK FOR YOURSELF.
WE DO.

At Montgomery, we’re independent thinkers who look past market noise to focus on the long-term prospects for companies. We don’t follow the herd. Subscribe now to receive our articles, whitepapers and insights.

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