Investor Insights

January 27, 2026

Montgomery Small Companies Fund 2025 year in review

By Scott Phillips

  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.
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January 7, 2026

Ausbiz – 2026 outlook and opportunities in small-caps

By Roger Montgomery

  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).
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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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January 2, 2026

Farewell 2025, Hello 2026

By David Buckland

As we turn the page on 2025, it is a useful time to step back and reflect on what shaped markets over the year just passed.
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January 2, 2026

Get set for a bumpy 2026

By Roger Montgomery

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).
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December 30, 2025

The $400,000 mirage vs. The $65,000 reality

By Roger Montgomery

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.
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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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December 24, 2025

The AI land grab just hit a wall

By Roger Montgomery

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.
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December 24, 2025

Geometry of gains

By Roger Montgomery

As investors, if we’re intellectually honest, we’re bound to be wrong a few times more than we would like. And the longer the investment career, the higher the accumulated mistakes pile up. So how do successful investors survive them and continue to build on their success?
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December 24, 2025

Markets at a crossroads

By Roger Montgomery

Goldman Sachs Research represents one of the largest stockbroking firms in the world.   So, it should come as no surprise that the investment bank has recently published its stock market outlook for the next decade, predicting an average annual return of almost eight per cent.
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