It has struck me as curious that one of the sectors of the global market that was hit after the pandemic lockdowns were lifted but has generally failed to recover, is luxury retail.
I joined Sean Aylmer on Fear and Greed to look back at some of the key themes that shaped markets in 2025, including the hype surrounding in artificial intelligence (AI) stocks and the growing case for small caps. We also talked about the rise in gold and silver as the U. S.
2025 was a strong year for small companies and for the Montgomery Small Companies Fund. In this detailed video, I’m joined by Gary Rollo, Co-Portfolio Manager of the Montgomery Small Companies Fund to review the Fund’s performance, key market drivers, and the outlook for small caps and growth companies heading into 2026.
I joined Sean Aylmer for Fear and Greed’s Summer Series to discuss whether the powerful rally driven by artificial intelligence (AI) may now be approaching it’s peak.
I joined Sean Aylmer from Fear and Greed’s Summer Series to discuss the strengthening performance of Australian small caps, why quality matters, and where opportunities are emerging.
I joined Juliette Saly on Ausbiz to reflect on how markets closed out in 2025 and what may lie ahead in 2026. Last year was again dominated by artificial intelligence (AI) and the Magnificent Seven (Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia and Tesla).
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.
In my latest article for Firstlinks, I reflect on why 2025 delivered another strong year for equities, supported by the continued combination of disinflation and positive economic growth – with much of the strength driven by enthusiasm around artificial intelligence (AI).
According to a survey by Finder and, separately, modelling from investment and annuities firm Challenger, Australians are being haunted. Not in their homes, mind you, but in their bank accounts. The ghost, however, isn’t inflation; it’s the distant and diminishing finish line for what’s considered ‘financial peace of mind.
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.
In my video insight ‘How General Purpose Technology booms end”, last month, I spoke about the five stages of a GPT boom and the inevitable, sometimes violent, way they end.
