Investor Insights

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.
Read Article
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.
Read Article
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).
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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?
Read Article
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.
Read Article
December 24, 2025

The death of iRobot

By Roger Montgomery

According to Google, Matt Stoller is a prominent American writer, researcher, and anti-monopoly advocate, known for his work at the American Economic Liberties Project and his popular Substack newsletter, BIG, which focuses on market power, antitrust, and the war against monopolies.
Read Article
December 18, 2025

The Time Magazine cover curse

By Roger Montgomery

Time Magazine has awarded the 2025 person of the year to…wait for it…a group of people. The architects of artificial intelligence (AI) have been nominated for this year’s cover. Before the advent of digital magazines, billions were spent annually on buying physical magazines representing every topic and subculture known to man.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income