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.

January 6, 2026

Fear + Greed Podcast – Inside the remarkable world of high-frequency trading

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
Read Article
December 30, 2025

The $400,000 mirage vs. The $65,000 reality

By Roger Montgomery

According to a survey by Finder and, separately, modelling from investment and annuities firm Challenger, Australians are being haunted. Not in their homes, mind you, but in their bank accounts. The ghost, however, isn’t inflation; it’s the distant and diminishing finish line for what’s considered ‘financial peace of mind.
Read Article
December 30, 2025

Fear + Greed – Why private credit is booming

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these opportunities. We also discussed how private credit can complement a diversified portfolio, providing an income stream that is uncorrelated to equity markets.
Read Article
December 30, 2025

How AI investors could lose everything and still win

By Roger Montgomery

Who would have thought that asset bubbles are a necessary part of humanity’s advancement through technology? While most currently consider bubbles a dangerous precondition for a stock market crash, they can also be better navigated by appreciating they’re a necessary step on the road to humanity’s advancement.
Read Article
December 12, 2025

Lessons from past technology booms

By Roger Montgomery

Debt nuances I just read the following sentence: “Graphic Processing Unit (GPU) rich clouds are now raising multi-billion-dollar debt with GPUs as collateral. ” It got me thinking… Figure 1. General Purpose Technology (GPT) booms and busts, Gartner’s hype cycle Source: Gartner In the railroad boom of the 1800s, U. S.
Read Article
December 4, 2025

The calculus of madness: Part 2

By Roger Montgomery

From South Sea to AI: Artificial Intelligence (AI) companies seem to be asking investors the question: Just how long can growth be built on the question of future returns – and a productivity revolution – that are by no means guaranteed?
Read Article
December 3, 2025

The calculus of madness: Part 1

By Roger Montgomery

Sir Isaac Newton is enshrined in history as the saint of rational thought. He decoded the laws of gravity, invented calculus, and parsed the rainbow.
Read Article
November 21, 2025

But nothing’s changed! 

By Roger Montgomery

Wall Street on Thursday experienced a stunning reversal in sentiment. Impressive results from the company spearheading the artificial intelligence (AI) revolution, Nvidia (NVDA), and a strong September jobs report initially drove the Nasdaq up more than two per cent.
Read Article
November 19, 2025

It’s a matter of perception

By Roger Montgomery

For every equity that trades, there is a buyer and seller. Often there are functional reasons for selling, such as paying down a loan, paying tax, distributing an inheritance, or meeting retirement spending needs.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities