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 26, 2026

Bulls now and then

By Roger Montgomery

While it may not inform your investing decisions, it’s undeniably enjoyable to look at what bulls were saying during a previous bubble and comparing those comments to what is being said today.
Read Article
May 22, 2026

More bears join the chorus

By Roger Montgomery

As the list of bears publicly declaring the end of the stock market’s bull run grows, so does the wave of charts, indicators and correlations used to explain or justify the growing chorus of crash predictions. The bear camp’s advocates now include, most vocally, Scott Galloway, Ray Dalio and Michael Burry, and perhaps more reservedly, Torsten Sløck.
Read Article
May 21, 2026

They can’t all be wrong at the same time. Can they?

By Roger Montgomery

Four consecutive years of high double-digit returns in the stock market is a rare occurrence.   Indeed, it’s happened once in 100 years. If this year ended on a high, it would be the second time investors enjoyed four consecutive high-returning years.
Read Article
May 20, 2026

Scott Galloway predicts US$10 trillion market wipeout

By Roger Montgomery

Scott Galloway is an American academic, author, podcast host, and serial entrepreneur. He’s best known as a Clinical Professor of Marketing at the New York University Stern School of Business and a prominent commentator on big tech, modern economics, and social trends.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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.
Read Article
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).
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income