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

November 21, 2025

But nothing’s changed! 

By Roger Montgomery

Wall Street on Thursday experienced a stunning reversal in sentiment. Impressive results from the company spearheading the artificial intelligence (AI) revolution, Nvidia (NVDA), and a strong September jobs report initially drove the Nasdaq up more than two per cent.
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November 18, 2025

The market in five charts and four economic indicators

By Roger Montgomery

In this blog post, I (finally) take the focus off the artificial intelligence (AI) boom/bubble. Instead, I want to look at whether there are other factors investors should be considering when it comes to time to rebalance portfolios, and as 2025 concludes and 2026 commences.
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November 13, 2025

Ausbiz – Disciplined investing over speculative timing

By Roger Montgomery

  Today on Ausbiz I joined Juliette Saly to discuss why artificial intelligence (AI) remains a powerful long-term thematic but is now exhibiting classic bubble warning signs. We need to question whether the exponential share-prices, circular vendor-financing deals, and the huge capital expenditure (CapEx) that we are seeing today, are sustainable.
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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.
November 18, 2025

The market in five charts and four economic indicators

By Roger Montgomery

In this blog post, I (finally) take the focus off the artificial intelligence (AI) boom/bubble. Instead, I want to look at whether there are other factors investors should be considering when it comes to time to rebalance portfolios, and as 2025 concludes and 2026 commences.
Read Article
November 6, 2025

History might not repeat, but it certainly rhymes

By Roger Montgomery, Roger Montgomer

History might not repeat, but it rhymes – especially when markets climb to record highs. Indeed, as markets peak, so does collective optimism. Consequently, experts, economists, and central bankers alike tend to downplay the rising risks, anchor to the “new era,” and declare that ‘this time is different’ – the four most dangerous words ever uttered in investing.
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November 3, 2025

Bees in the trap

By Roger Montgomery

I am reliably informed it’s one of the bigger trends on TikTok at the moment; miming to a mashup of 4 Non-Blondes’ 1993 song What’s Going On, and Niki Minaj’s Bees in The Trap, created by DJ Auxlord, a college senior studying psychology in Ohio.
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October 24, 2025

What the smart money does at the beginning…

By Roger Montgomery

There are many consequences of gold’s vertical ascent to new all-time highs. One of course, is the queues of first-time buyers forming outside gold bullion stores around the world. A more subtle consequence, however, is the emergence of arguments that justify the rally and inspire those queues.
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Media Clips

November 20, 2025

ABC Nightlife – market downturn and the AI bubble

By Roger Montgomery

I joined Phil Clark on Nightlife to explain why the market’s sharp fall may reflect growing doubts about the artificial intelligence (AI) boom. I argued that while AI is a powerful General Purpose Technology (GPT) that may change the world (like cars or the internet), it might not be as lucrative as investors hope.
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November 19, 2025

Fear + Greed – what's driving the market pullback?

By Roger Montgomery

On Monday the S&P/ASX 200 tumbled two per cent, led by a sell-off in tech stocks. It’s now down about seven per cent over the past month. Concerns about the end of the interest rate cycle in Australia, a lack of information on Wall Street and the forever present geopolitical fears seem to be weighing on investors.
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November 13, 2025

Ausbiz – Disciplined investing over speculative timing

By Roger Montgomery

  Today on Ausbiz I joined Juliette Saly to discuss why artificial intelligence (AI) remains a powerful long-term thematic but is now exhibiting classic bubble warning signs. We need to question whether the exponential share-prices, circular vendor-financing deals, and the huge capital expenditure (CapEx) that we are seeing today, are sustainable.
Read Article
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Latest Insights

December 5, 2025

Beyond the AI boom

By Roger Montgomery

As we farewell the shores of 2025 and sail into 2026, equity investors seem to be shrugging off fears of an artificial intelligence (AI) bubble and are instead betting on a growing U. S. economy, rate cuts, and a broadening of bullish sentiment beyond the AI leaders. The consensus view is the U. S.
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December 3, 2025

The calculus of madness: Part 1

By Roger Montgomery

Sir Isaac Newton is enshrined in history as the saint of rational thought. He decoded the laws of gravity, invented calculus, and parsed the rainbow.
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December 1, 2025

From the horse’s mouth

By Roger Montgomery

Recently, the BBC interviewed Sundar Pichai, the CEO of Alphabet, Google’s parent. With all the claims the artificial intelligence (AI) boom is a bubble – something I have noted cannot be known until after the event – I wonder whether the BBC was motivated to go to the source.
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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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