Investor Insights

August 25, 2026

A value investor’s framework for AI

By Roger Montgomery

If you haven’t noticed already, allow me to point out that investment discussions about artificial intelligence (AI) frequently devolve into almost insulting debates between AI evangelists, who cite massive total addressable markets (TAM) and explosive user growth, and sceptics, pointing to trillions of dollars in capital expenditure (capex), a buildout based on speculation, exorbitant compute costs, and an unclear path…
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August 21, 2026

Reporting season says the Australian consumer is cautious, not capitulating

By Roger Montgomery

There’s a consistent view of the consumer emerging from Australia’s Financial year 2026 (FY26) retail reporting season. Households haven’t stopped spending, but they’ve become more selective, more value-conscious and increasingly willing to postpone discretionary purchases or wait for promotions and sales. The pressure is most evident in big-ticket categories like furniture, appliances, and homewares.
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August 20, 2026

How Aura protects investors

By Scott Phillips

  I speak with Brett Craig, Director of Private Credit at Aura Credit Holdings, about how Aura structures its private credit portfolios with multiple layers of protection aimed at preserving investors’ capital.
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August 19, 2026

Overseas ownership continues at pace

By David Buckland

In recent days, we have seen three ASX listed companies receive offers by private equity, and in each case, it appears their ownership will likely head overseas.   I Squared Capital New York based “Sophisticated and long-term infrastructure investor”, I Squared Capital has bid $1. 70 per share for oOh!
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August 18, 2026

Another look at the AI bubble

By Roger Montgomery

While the debate continues over whether the artificial intelligence (AI) thematic is a bubble, the S&P 500 and the Nasdaq continue to climb a wall of worry. You’d think this would cause at least some of the AI sceptics to throw in the towel, but if anything, it has reinforced their resolve and reinforced their scepticism.
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August 18, 2026

Understanding private credit risk with Open Analytics

By Scott Phillips

  I speak with Brett Craig, Director of Private Credit at Aura Credit Holdings, about how independent credit analysis can help investors and advisers better understand and compare risk across private credit portfolios. Brett explains how Aura works with Open Analytics to independently assess its portfolios each month using bank-grade credit risk methodologies.
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August 18, 2026

Why Australian Private Credit is different

By Scott Phillips

  I speak with Brett Craig, Director of Private Credit at Aura Credit Holdings, about the key differences between the Australian and U. S. private credit markets, and why the risks making headlines overseas may not necessarily translate directly to Australia.
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August 17, 2026

How much!?!?

By Roger Montgomery

How much do the artificial intelligence (AI) hyperscalers’ businesses need to make from selling their AI tools in order to generate a decent return?
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August 17, 2026

Record highs and the great market debate

By Roger Montgomery

The S&P 500 has once again notched fresh record highs, surging more than 13 per cent year-to-date (YTD) and comfortably outpacing its historical average annual return. Driving the rally is a combination of robust earnings, apparently stabilising geopolitical friction, and the relentless build-out of artificial intelligence (AI) infrastructure. This article was written on 11 August 2026.
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