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

February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

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.
Read Article
January 6, 2026

Fear + Greed Podcast – Inside the remarkable world of high-frequency trading

By Roger Montgomery

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.
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December 30, 2025

Fear + Greed Podcast – Why private credit is booming

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these opportunities. We also discussed how private credit can complement a diversified portfolio, providing an income stream that is uncorrelated to equity markets.
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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.
February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

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.
Read Article
February 25, 2026

The piano accordion of business life

By Roger Montgomery

Business is like a piano accordion. Sectors and individual companies expand and grow, then contract, necessarily becoming smaller than they once were. If you keep this metaphor in mind when investing, it can help you understand the business’s stage of life.
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February 23, 2026

The liquidity vacuum: Why markets may experience a reality check

By Roger Montgomery

Over the weekend, Michael Howell from CrossBorder Capital updated his global liquidity analysis, concluding the sell-off isn’t over for Bitcoin, and elsewhere, accelerating global economic growth will draw liquidity from other asset markets, limiting their upside. In Bitcoin, while some forecasters eye a rally to $90,000, Howell and the team at CrossBorder Capital have other ideas.
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Media Clips

February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

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.
Read Article
February 19, 2026

Ausbiz – Another AI-powered disruption

By Roger Montgomery

  I joined Juliette Saly on Ausbiz to discuss how AI-generated content is becoming so hyper realistic that it is increasingly difficult to distinguish from reality. For investors, this pace of improvement highlights both the extraordinary power of the technology and the speed at which competitive advantages can erode.
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Latest Insights

February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

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.
Read Article
February 26, 2026

Who’s right about the future of AI?

By Roger Montgomery

Rodney Brooks is the Panasonic Professor of Robotics (emeritus) at MIT. For the last eight years, he has been publishing his predictions each year on self-driving cars, electric vehicles (EVs), robotics, artificial intelligence (AI)/machine learning, and human space travel. Each year, Brooks reviews his prior forecasts without fear or favour.
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February 25, 2026

The Great AI reckoning: when innovation becomes disruption

By Roger Montgomery

The stock market is experiencing a dramatic bifurcation. While traditional sectors surge – energy companies are up over 20 per cent and materials firms 15 per cent – a different story is unfolding in the technology and financial services sectors.
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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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