Investor Insights

May 1, 2026

Fuelled by growth – Why Worley is gaining momentum

By Sean Sequeira

Worley Limited (ASX: WOR) has spent much of the past decade trying to redefine itself. Once known primarily as a traditional engineering contractor tied to cyclical project work, the company expanded aggressively into energy services through the acquisition of Jacobs’ ECR division in 2019, just before the world turned against fossil fuels.
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April 30, 2026

“Go West, young man” – to Switzerland

By Roger Montgomery

Travellers to Switzerland overwhelmingly describe the alpine nation as breathtaking, safe, and efficient – a dream destination with dreamlike Alpine landscapes. Those with a keen eye will also notice that one of the most beautiful places they have ever visited is expensive, but it’s clean, the public transport is punctual, and the villages are charming.
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April 28, 2026

Why house prices won’t fall 40 per cent

By Roger Montgomery

There’s been a conga line of prognosticators who have forecast falling house prices. All of them have faded into history as house prices have grown since the 1970s, first at the rate of inflation, then at the rate of wage growth, then at the rate of Artemis II launch. Recently, Money. com.
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April 23, 2026

AllBirds pivots to AI mania

By Roger Montgomery

Corporate strategic pivots are common throughout history and particularly during market booms. Recall the mining companies that became internet companies during the internet bubble of 1999. Back then, merely adding “. com” to a company’s name saw its share price surge.   In the 1920s, radio was the ‘Internet and artificial intelligence (AI)’ equivalent of its day.
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April 21, 2026

Concrete before code – AI starts with physical infrastructure

By Roger Montgomery

The gigawatt IPOs Ahead of a multi-billion-dollar Australian data centre Initial Public Offering (IPO), many local investors are taking a particular interest in the sector, swatting up on everything they can learn. Of particular interest are the latest developments at Datacentre hopeful Fermi America.
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April 20, 2026

Is a commodity boom beginning?

By Roger Montgomery

Should persistent inflation drive a portfolio shift? Helped by a 12 per cent rally since the war-inspired low recorded on March 30, the U. S. S&P 500 index is now at new all-time highs and more than two per cent above its previous all-time high recorded in February.   It’s reasonable to conclude the global and U. S.
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April 13, 2026

Fed’s research risks a liquidity storm

By Roger Montgomery

Yikes! Did the U. S. Federal Reserve (Fed) just propose a material reduction in its balance sheet? After the war is over, investors will revert to concentrating on earnings and other thematics again, and a recent Fed research paper may give investors something to worry about. The U. S.
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April 8, 2026

$6 billion hype or structural risk? Inside the Firmus ASX listing

By Roger Montgomery

The upcoming listing of Firmus on the Australian Securities Exchange (ASX) is being pitched as a generational opportunity to capitalise on the artificial intelligence boom, yet a closer examination of the company’s artificial intelligence (AI) Factory model reveals a series of architectural and financial cracks that prospective investors should scrutinise.
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