August 13, 2026

Why Aussie Broadband fits our investment approach

By Gary Rollo

  In this video I discuss Aussie Broadband (ASX: ABB), a growing challenger in Australia’s retail broadband market with around 15 per cent of the NBN market across its retail and wholesale services. The company has delivered double-digit organic sales growth alongside acquisitions, while increasing scale may support further growth and operating efficiencies.
August 12, 2026

What happens next at the Fed matters

By Roger Montgomery

If the S&P 500 is the dog that wags the global stock markets’ collective tail, then the U. S. central bank – The Federal Reserve – is the brain controlling that dog. What happens at the Fed matters to almost every investor around the world.
August 12, 2026

The Montgomery [Private] Fund 2026 EOFY video

By Sean Sequeira

  Watch Scott Phillips, Head of Distribution, speak with Sean Sequeira, Chief Investment Officer, Australian Eagle Asset Management, about the key drivers of the Fund's performance, why quality investing faced headwinds, and where they see the opportunities ahead.
August 12, 2026

The Montgomery Fund 2026 EOFY video

By Sean Sequeira

  Hear Sean Sequeira, Chief Investment Officer, Australian Eagle Asset Management, discuss the key drivers of the Fund's performance, the sell-off in quality companies, and why he remains confident in the opportunities ahead.
August 12, 2026

Montgomery Small Companies Fund 2026 EOFY video

By Gary Rollo

  Watch Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund, discuss the biggest investment themes of FY26, the impact of artificial intelligence (AI), and where he sees the best opportunities in small caps.
August 5, 2026

August 2026 reporting season calendar

By Roger Montgomery

Australia’s August reporting season is now underway, with investors turning their attention from macroeconomic headlines to what ultimately matters most over the long term: company earnings and outlook statements. This reporting season arrives against the backdrop of uncertainty in the economy.
August 5, 2026

Seeing red? Look at the bigger picture

By Roger Montgomery

  In this week’s Video Insight, I explain why market volatility is a normal part of investing. While market pullbacks can feel unsettling, history shows they’ve often been temporary and have regularly occurred even in years that finished with strong returns. The key is staying disciplined and keeping your focus on the long term.
July 31, 2026

A bullish investor’s reminder

By Roger Montgomery

Every time the stock market stumbles a percentage point or two, headlines invariably scream the same ominous question: Is the big market crash finally here? It’s easy to sympathise with investor nervousness, despite the S&P500 being less than three per cent from all-time highs.
July 27, 2026

Summarising my current AI thesis – Part 2

By Roger Montgomery

How to respond Across my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or shorting tech, but rather about protecting capital through discipline, factor balance, and liquidity.

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