Investor Insights

February 6, 2026

Investors are selling the disruptors and the disrupted

By Roger Montgomery

On December 18, in a blog entitled Time Magazine Cover Curse, I wrote, “…Gracing the cover of the [TIME] mag isn’t a coronation but a harbinger of doom, because the moment a public figure has permeated the public discourse sufficiently to land the cover, the trajectory inevitably reverses.
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February 4, 2026

Not so comfortable in luxury

By Roger Montgomery

It has struck me as curious that one of the sectors of the global market that was hit after the pandemic lockdowns were lifted but has generally failed to recover, is luxury retail.
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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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