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.

July 2, 2025

What’s your retirement SAFEMAX Rate?

By Roger Montgomery

There are a myriad of solutions offered for retirees to help manage their finances and wealth during their golden years. With people living longer, the questions of ‘will it last? ’ and ‘how much can I expect? ’ are fuelling the proliferation of tools, calculators and apps.
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June 19, 2025

Ausbiz: Private credit, calm amid market mayhem

By Roger Montgomery

With Trump’s tariffs triggering market volatility and global uncertainty rising, private credit may be a compelling alternative for investors seeking monthly income, capital stability, and attractive risk-adjusted returns. I joined Nadine Blayney from Ausbiz for a timely and practical conversation on private credit.
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May 19, 2025

The art of investing – finding and keeping the winners

By Roger Montgomery

We recently published a blog post here showing that all of Berkshire Hathaway’s alpha between 2016 and 2023 came from just one stock – Apple. Without Apple, Berkshire would have underperformed the S&P 500.   I know firsthand how challenging it can be to invest in equities.
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April 1, 2025

ASX vs. S&P 500 – Where should retirees lay their nest egg?

By Roger Montgomery

The debate about whether Australian retirees in pension phase (paying no tax) are better off in ASX-listed stocks, or the U. S. companies of the S&P 500 continues to rage. Australian listed companies are known for their relatively high dividend payout ratios.
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March 27, 2024

Here’s why now is the time for small cap stocks

By Roger Montgomery

  2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024?   We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations.
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March 22, 2024

U.S. stocks have already jumped 10%. Where are the opportunities for 2024?

By Roger Montgomery

  Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise. Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.
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November 16, 2023

How much to retire comfortably?

By Roger Montgomery

There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider.
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November 9, 2023

Dividends do not make a good company – Part 2

By Roger Montgomery

With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business, the second is allocating capital. Some might be able to run a business, but many managers are incompetent at allocating capital.
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November 6, 2023

Dividends do not make a good company – Part 1

By Roger Montgomery

I once relished receiving my dividend when they were sent as cheques in the mail. I liked tearing along that perforated line and took delight in those that were especially large in comparison to the price I had paid for the shares.
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September 28, 2023

Retirement planning assumptions and solutions

By Roger Montgomery

Recently, Morningstar’s director of personal finance, Christine Benz, penned an insightful note explaining some common and dangerous assumptions individuals make when planning for retirement. In addition to sharing a fondness for the early 1970s sitcom The Odd Couple, Christine outlines what I believe are indeed perilous beliefs.
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