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.

June 30, 2026

The AI bubble – Cracks beneath the surface

By Roger Montgomery

  In this video insight, I explain why I believe investors should look beyond the strong earnings and seemingly reasonable valuations driving enthusiasm for artificial intelligence (AI). I examine questions surrounding optimistic market assumptions, insider selling incentives, the economics of AI, rising debt levels, weakening cash flows, and whether reported earnings are overstating the sector’s underlying profitability.
Read Article
June 25, 2026

Understanding the U.S. debt and liquidity crunch

By Roger Montgomery

A layman’s guide to CrossBorder Capital’s latest financial outlook. The core problem: A tsunami of government debt Macroeconomic research house CrossBorder Capital’s Michael Howell recently summarised the dilemma confronting the U. S. Federal Reserve under newly appointed Chair Kevin Warsh.
Read Article
June 24, 2026

Nothing to see here

By Roger Montgomery

According to the most bullish investors the current bull market bears little resemblance to the tech bubble of 1999/2000. That late-90s tech bubble was fueled by a Fear of Missing Out (FOMO), which was reflected in the very high price-to-earnings (P/E) multiples.
Read Article
June 22, 2026

Is the Bond market crashing the equity party?

By Roger Montgomery

If you want to know where the stock market might be headed, you have to look at the economic gravity being exerted by the bond market. Right now, U. S. stocks and bonds appear to be on a dangerous collision course. Think of it in terms of a feedback loop: soaring stock prices have made U. S.
Read Article
June 18, 2026

Managed fund distributions explained

By Rhodri Taylor

What 30 June means for investors in managed funds While many people this time of year are focusing on winter holidays and tax returns, investors in actively managed equity funds like those offered by Montgomery are likely watching for their distributions.
Read Article
June 18, 2026

How to time your IPO

By Roger Montgomery

SpaceX has some real businesses, but if I am completely lucid, I’d say there’s no business that would support its US$2 trillion valuation.
Read Article
June 17, 2026

AI births entirely new risks

By Roger Montgomery

With stock markets recently retreating marginally from artificial intelligence (AI)-fuelled record highs, the question many thoughtful investors are asking is: Will the bull run resume, or is this the beginning of a broader correction?
Read Article
June 12, 2026

What could a crash look like?

By Roger Montgomery

The defining irony of today’s stock market has got to be the yawning chasm between asset prices and their intrinsic values. As equity indices scale ever higher peaks, and as hyper-parabolic Price-to-Earnings (P/E) and Price-to-Sales (P/S) ratios are normalised, the underlying truths don’t seem to have changed. Eventually even this bubble must bust. U. S.
Read Article
June 12, 2026

Global Private Credit thoughts

By Roger Montgomery

San Francisco and Lisbon-based KIÉR LIÓR provides institutional investors, family offices, and direct lenders with institutional-grade oversight, underwriting and portfolio management services for international private credit portfolios. On the subject of Private Credit, their musings are well worth your time, remembering the comments are typically U. S.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income