Investor Insights

In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.

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 1, 2026

The Australian – Beyond the war: Why AI and U.S. debt are key threats for investors

By Roger Montgomery

While the Middle East commands headlines, investors have largely forgotten the factors determining their returns prior to the outbreak of hostilities. But when the conflict ends, investors will return to considering those factors, including artificial intelligence (AI), U. S. debt, and the possibility of stagflation. Prior to the conflict, investors were debating AI’s immediate and long-term impact.
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March 31, 2026

When will the war end?

By Roger Montgomery

The question on the back of every analyst’s mind is when will the war end. Sure they’re promoting their key picks and hosting company briefings but there’s a cloud hanging over them and which they’re unable to escape. For those analysts confronting the conflict head-on will be looking for any signal in the noise.
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March 30, 2026

Market’s foetal position – A gift for investors

By Roger Montgomery

While Israel pursues a high-stakes military campaign and President Trump plays ‘Deal or No Deal” with an Iranian regime that might not even have a leader in charge, investors are doing the only sensible thing left: Hiding. With the Islamic Revolutionary Guard Corps (IRGC)’s ‘asymmetric’ threat to the Strait of Hormuz continuing and the U. S.
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March 13, 2026

What will the market do after the war is over?

By Roger Montgomery

The Trump administration’s decision to initiate a wide-scale military campaign against Iran, recently coined Operation Epic Fury, can be viewed through a number of lenses.   Some might say the strikes have been framed by Washington as a multifaceted necessity for global and domestic security. Others may simply say, the justifications for the strikes keep changing.
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March 10, 2026

Planting the seeds: Is this the best high-yield option for 2026?

By Roger Montgomery

How to maximise your savings with higher-yield funds with competitive returns and risk. Looking to make your money work harder this year? Whether you’re looking to fund a better lifestyle, build your nest egg or simply grow some savings, you may want to read this article.
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March 9, 2026

Time to grow a veggie patch?

By Roger Montgomery

I recently wrote an article for The Australian, titled, How AI boom and a liquidity crisis are threatening to upend markets. It garnered quite a few comments highlighting a range of opinions about where artificial intelligence (AI) is headed and where it might be taking humanity.
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