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.

May 20, 2026

The road to ownership just got harder

By Roger Montgomery

Before I begin; I use the term ‘workers’ in this article. It’s not intended to be disparaging. It’s a reference to a label that the Labor Government gives their core constituency. It’s the voting base Labor frequently refers to and says they support.
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May 18, 2026

2026 Budget Impact – Property flipping into Private Credit

By Roger Montgomery

If you were thinking of buying a, say, a $2 million property to renovate and flip in 18 months, Labor’s 2026 budget just made that a perilous strategy, while also making investing in an AA rated Private Credit Fund way more attractive. The 2026 Federal Budget has significantly shifted the goalposts for you.
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May 15, 2026

Yardeni v Burry: The Bull versus the Bear

By Roger Montgomery

Red Corner (Bull) Ed Yardeni I have written about and referenced both gents for years, and if you’d like to hear from them first-hand, you can subscribe to their musings on Substack. In the red corner is Ed Yardeni, founder of Yardeni Research and in the blue (bearish corner) is Michael Burry. Figure 1.
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May 14, 2026

IMF vs. Australian Treasury: “the Severe scenario”

By David Buckland, David Buckland

Higher global inflation and lower growth will reflect the scale of impact dependent on the length and severity of the U. S. /Iran war.   The near-term forecasts for global Gross Domestic Product (GDP) from the International Monetary Fund (IMF) use a Reference Scenario, Adverse Scenario and a Severe Scenario, as illustrated in Graph 1 below. Graph 1.
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May 12, 2026

AI vs. war

By Roger Montgomery

As we approach the middle of the year, markets and the global economy appear to be locked in a “tug of war” between the geopolitical shock of the war in the Middle East and the rapid maturation and deployment of artificial intelligence (AI).
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April 28, 2026

Why house prices won’t fall 40 per cent

By Roger Montgomery

There’s been a conga line of prognosticators who have forecast falling house prices. All of them have faded into history as house prices have grown since the 1970s, first at the rate of inflation, then at the rate of wage growth, then at the rate of Artemis II launch. Recently, Money. com.
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April 21, 2026

ABC Newcastle Mornings – Brace for impact: Recession ahead?

By Roger Montgomery

On ABC Newcastle Mornings earlier today, I discussed rising recession risks and why, for many Australians, it already feels like one as cost-of-living pressures, high debt and shrinking disposable income take hold. I also shared practical steps households can take now to prepare, from cutting non-essential spending to building a financial buffer.
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April 20, 2026

Is a commodity boom beginning?

By Roger Montgomery

Should persistent inflation drive a portfolio shift? Helped by a 12 per cent rally since the war-inspired low recorded on March 30, the U. S. S&P 500 index is now at new all-time highs and more than two per cent above its previous all-time high recorded in February.   It’s reasonable to conclude the global and U. S.
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