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.

October 12, 2026

Sovereign debt yields continue to climb – is a debt crisis on the cards?

By Roger Montgomery

In the past six years, French Government ten-year bond yield has jumped from negative 0. 3 per cent to 4. 9 per cent, the highest level in 24 years. Investors are starting to differentiate between each euro-denominated country with German and Dutch ten-year bonds yielding 3. 5 per cent and 3. 6 per cent, respectively.
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October 8, 2026

Silver lining in bond market carnage

By Roger Montgomery

For decades, the 60/40 Balanced Portfolio was zealously and even religiously adhered to. The fixed income component was the dependable anchor, providing a steady yield, protection against stock market volatility, while allowing investors to sleep soundly at night. More recently, bond returns have given sleeping investors a rude awakening. U. S.
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September 22, 2026

The U.S. stock market approaches October with lots to worry about

By Roger Montgomery

When the benchmark 10-year U. S. Treasury yields pierced five per cent on September 14, they reached their highest level since October 2023, and signalled a potential conflict between sovereign debt realities and a relentlessly optimistic equity market. What makes the latest breakout particularly alarming is that it occurred despite active government efforts to suppress borrowing costs. The U.
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September 17, 2026

Ausbiz – The $40 trillion debt problem facing U.S. markets

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss rising U. S. bond yields and what higher interest rates could mean for markets. We also explored growing U. S. government debt, competition for capital from the artificial intelligence (AI) infrastructure boom, and the warning signs to watch across mortgages, highly leveraged companies and credit markets.
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September 17, 2026

Put it on the tab

By Roger Montgomery

In recent months, the chart shown in Figure 1. , has been doing the rounds, inspiring fear among some observers that a stock market crash is imminent. Figure 1. Financial Industry Regulatory Authority (FINRA) margin debt Source: FINRA Figure 1.
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September 14, 2026

Draining the moat

By Roger Montgomery

Jeremy Grantham is considered one of the giants of the investment world. After his start as an economist for Royal Dutch Shell, he earned his MBA from Harvard before co-founding his first asset management firm and helping pioneer commercial indexing strategies in the early 1970s.
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September 3, 2026

10 lessons from the FY26 reporting season

By Roger Montgomery

The Financial Year 2026 (FY26) reporting season has concluded with corporate Australia in considerably better shape than many had feared. Before getting too excited, however, it’s worth noting corporate Australia may not be in as good shape as the headline numbers suggest. Aggregate profits rose by around 11. 6 per cent.
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September 2, 2026

A market without rules

By Roger Montgomery

Michael Burry, the Wall Street legend made famous for shorting the 2008 U. S. housing bubble in Michael Lewis’s book The Big Short, is ramping up his short thesis again, while taking direct aim at the “idiots” (his term) in what he calls “Trump’s market”.
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August 25, 2026

Market state of play – and what to do

By Roger Montgomery

Well into the penultimate quarter of the calendar year, institutional and private investors face the paradox that record infrastructure capital expenditure, particularly by AI hyperscalers, coexists with heightened geopolitical risk, sticky inflation, and an apparent structural shift to the relationship between equities and bonds.
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