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

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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June 19, 2026

The property rug pull

By Roger Montgomery

Proposed changes to negative gearing, capital gains tax (CGT) and new Australian Taxation Office (ATO) rules for holiday homes could significantly alter the economics of property investing in Australia. By reducing the tax advantages associated with property ownership, the changes may weaken demand across several investor groups and influence property prices over time.
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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.
July 27, 2026

Summarising my current AI thesis – Part 2

By Roger Montgomery

How to respond Across my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or shorting tech, but rather about protecting capital through discipline, factor balance, and liquidity.
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July 27, 2026

Summarising my current AI thesis – Part 1

By Roger Montgomery

Last week, Google reported its first ever quarter of negative cash flow, surprising analysts who thought Q1 2027 would be when pressure on cash flows could seriously emerge, and causing the share price to plunge more than seven per cent.
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July 23, 2026

A crisis of quality – What’s wrong with active management?

By Roger Montgomery

When I wrote Value. able in 2010, ‘Quality’ as an investing factor was gospel, a foundational truth: buying fundamentally superior businesses at reasonable prices and holding them over the long run was the surest path to wealth creation. Individuals like Warren Buffett, Charlie Munger, Mohnish Pabrai, Seth Klarman, Howard Marks and Terry Smith proved, over decades, that Quality rules.
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Media Clips

July 24, 2026

ABC Statewide Drive – The forces driving today' market

By Roger Montgomery

I joined Jess Maguire on ABC Statewide Drive to discuss how the rise of passive investing is changing the sharemarket, with index funds increasingly pushing money into the biggest companies regardless of valuation. Using SpaceX as an example, we explored how speculative companies can attract enormous valuations during periods of market optimism, and why that may not last forever.
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July 23, 2026

Ausbiz – The profitless rally

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss how the rise of passive investing is reshaping markets. With ETFs and index funds now dominating trading, quality-focused active managers are struggling as money flows into the biggest index constituents regardless of valuation or fundamentals.
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July 21, 2026

The Australian – AI boom turns S&P 500 into a dangerous bet

By Roger Montgomery

In my latest article for The Australian, I argue that the S&P 500 is no longer the diversified benchmark many investors believe it to be. With an increasing share of the index now driven by the artificial intelligence (AI) theme, concentration risk is at extreme levels.
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Latest Insights

July 31, 2026

A bullish investor’s reminder

By Roger Montgomery

Every time the stock market stumbles a percentage point or two, headlines invariably scream the same ominous question: Is the big market crash finally here? It’s easy to sympathise with investor nervousness, despite the S&P500 being less than three per cent from all-time highs.
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July 27, 2026

Summarising my current AI thesis – Part 2

By Roger Montgomery

How to respond Across my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or shorting tech, but rather about protecting capital through discipline, factor balance, and liquidity.
Read Article
July 27, 2026

Summarising my current AI thesis – Part 1

By Roger Montgomery

Last week, Google reported its first ever quarter of negative cash flow, surprising analysts who thought Q1 2027 would be when pressure on cash flows could seriously emerge, and causing the share price to plunge more than seven per cent.
Read Article
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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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