Investor Insights

March 2, 2026

A new ASX-listed investment bank

By Roger Montgomery

In a deal announced today, Magellan Financial Group (ASX: MFG) will buy Barrenjoey Investment Bank. For long-term investors, it could provide the opportunity to invest in another ASX-listed investment bank. Could it be the next Macquarie Bank? Of course, there is a long way to go from Barrenjoey’s $1. 6 billion valuation to Macquarie’s $76.
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March 2, 2026

Data centre bottlenecks. Valuations at risk.

By Roger Montgomery

As we have outlined here on the blog many times over the last year, there just doesn’t seem to be enough money in the hands of potential customers to pay for artificial intelligence (AI) tools that would give hyperscalers a decent return on their intended capital expenditure.
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February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.
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February 26, 2026

Who’s right about the future of AI?

By Roger Montgomery

Rodney Brooks is the Panasonic Professor of Robotics (emeritus) at MIT. For the last eight years, he has been publishing his predictions each year on self-driving cars, electric vehicles (EVs), robotics, artificial intelligence (AI)/machine learning, and human space travel. Each year, Brooks reviews his prior forecasts without fear or favour.
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February 25, 2026

The Great AI reckoning: when innovation becomes disruption

By Roger Montgomery

The stock market is experiencing a dramatic bifurcation. While traditional sectors surge – energy companies are up over 20 per cent and materials firms 15 per cent – a different story is unfolding in the technology and financial services sectors.
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February 25, 2026

ARB’s half year 2026 results

By Roger Montgomery

ARB just dropped its half-year 2026 results, and if you only looked at the stock price as  – down 13 per cent by the close of 24 February 2026 – you’d think the wheels had fallen off the 4WD. But as any off-road enthusiast knows, sometimes you have to gear down to get through the mud.
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February 25, 2026

The piano accordion of business life

By Roger Montgomery

Business is like a piano accordion. Sectors and individual companies expand and grow, then contract, necessarily becoming smaller than they once were. If you keep this metaphor in mind when investing, it can help you understand the business’s stage of life.
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February 23, 2026

The liquidity vacuum: Why markets may experience a reality check

By Roger Montgomery

Over the weekend, Michael Howell from CrossBorder Capital updated his global liquidity analysis, concluding the sell-off isn’t over for Bitcoin, and elsewhere, accelerating global economic growth will draw liquidity from other asset markets, limiting their upside. In Bitcoin, while some forecasters eye a rally to $90,000, Howell and the team at CrossBorder Capital have other ideas.
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February 23, 2026

The future of AI according to AI

By Roger Montgomery

Investors around the world are desperately trying to discern the future, and in particular, the impact of artificial intelligence (AI) on it. On the one hand, you have the hyperscalers warning of an apocalyptic future involving mass layoffs, business collapse and the creation of an omnipotent AI god.
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February 19, 2026

The 18-month countdown

By Roger Montgomery

Recognising this isn’t the first time I have expressed concern about the ultimate fate of humans in an artificial intelligence (AI) world, I pondered several AI-related questions over the weekend.
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