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

August 21, 2026

Reporting season says the Australian consumer is cautious, not capitulating

By Roger Montgomery

There’s a consistent view of the consumer emerging from Australia’s Financial year 2026 (FY26) retail reporting season. Households haven’t stopped spending, but they’ve become more selective, more value-conscious and increasingly willing to postpone discretionary purchases or wait for promotions and sales. The pressure is most evident in big-ticket categories like furniture, appliances, and homewares.
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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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August 5, 2026

August 2026 reporting season calendar

By Roger Montgomery

Australia’s August reporting season is now underway, with investors turning their attention from macroeconomic headlines to what ultimately matters most over the long term: company earnings and outlook statements. This reporting season arrives against the backdrop of uncertainty in the economy.
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July 2, 2026

Turning the page from Fiscal 2026 to Fiscal 2027

By David Buckland

As we begin Fiscal 2027, it is worth taking a step back to reflect on the major themes that shaped global markets over the past year. I explore the key developments across equities, bonds, interest rates, commodities and currencies, and consider what they may mean for investors going forward.
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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.
August 25, 2026

Market state of play – and what to do

By Roger Montgomery

Well into the penultimate quarter of the calendar year, institutional and private investors face the paradox that record infrastructure capital expenditure, particularly by AI hyperscalers, coexists with heightened geopolitical risk, sticky inflation, and an apparent structural shift to the relationship between equities and bonds.
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August 17, 2026

How much!?!?

By Roger Montgomery

How much do the artificial intelligence (AI) hyperscalers’ businesses need to make from selling their AI tools in order to generate a decent return?
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August 6, 2026

August 2026 reporting season calendar

By Roger Montgomery

Australia’s August reporting season is now underway, with investors turning their attention from macroeconomic headlines to what ultimately matters most over the long term: company earnings and outlook statements. This reporting season arrives against the backdrop of uncertainty in the economy.
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Media Clips

August 20, 2026

Ausbiz – Is traditional diversification still enough?

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss why traditional approaches to diversification may no longer provide the same protection for investors. We explored persistent inflation, growing concentration in equity markets, the risks emerging around AI and hyperscaler spending, and why investors may need to look beyond the traditional 60/40 portfolio towards alternative strategies, including private credit.
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August 10, 2026

The Australian – Global markets face reckoning as triple threat fractures appear

By Roger Montgomery

In my latest article for The Australian, I explore the growing risks facing global markets as cracks emerge across technology, fixed income and inflation. With artificial intelligence (AI) investment increasingly circular, government debt climbing and inflation remaining stubborn, investors may need to prepare for a more volatile and challenging market environment.
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Latest Insights

September 15, 2026

How the Australian Eagle team is using AI

By Sean Sequeira

  I explain how we’re using AI in two key areas: to support investment research by synthesising information, generating ideas and identifying changes or inflection points in company reporting, and internally to improve how we allocate capital across the portfolio. Our internal AI operates offline, allowing us to use our proprietary research while keeping that information secure.
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September 15, 2026

How we invest in AI

By Gary Rollo

  In this video, I discuss why we see the build-out of AI in Australia as an investable opportunity, from the infrastructure supporting it to the businesses positioned to benefit. I also explain our approach to investing early, starting with smaller positions and increasing exposure as potential winners emerge.
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September 14, 2026

Why MP1 is a high-conviction holding

By Gary Rollo

  In this video, I discuss why Megaport (ASX: MP1) has become one of our highest-conviction holdings, including its position in AI infrastructure, differentiated data centre strategy and potential to benefit from growing demand for AI inference. Disclaimer: The Montgomery Small Companies Fund owns shares in MP1.
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August 31, 2026

ARB’s FY26 – A look under the hood

By Roger Montgomery

ARB Corporation (ASX: ARB) is Australia’s leading designer, manufacturer, and distributor of premium 4×4 vehicle accessories. Known worldwide for its flagship bull bars, suspension systems, roof racks, and camping gear, the company operates an extensive retail, wholesale, and export network serving off-road enthusiasts, commercial fleets, and Original Equipment Manufacturers (OEMs). *This article was written on 25 August 2026.
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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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