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.

March 30, 2026

Market’s foetal position – A gift for investors

By Roger Montgomery

While Israel pursues a high-stakes military campaign and President Trump plays ‘Deal or No Deal” with an Iranian regime that might not even have a leader in charge, investors are doing the only sensible thing left: Hiding. With the Islamic Revolutionary Guard Corps (IRGC)’s ‘asymmetric’ threat to the Strait of Hormuz continuing and the U. S.
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March 13, 2026

What will the market do after the war is over?

By Roger Montgomery

The Trump administration’s decision to initiate a wide-scale military campaign against Iran, recently coined Operation Epic Fury, can be viewed through a number of lenses.   Some might say the strikes have been framed by Washington as a multifaceted necessity for global and domestic security. Others may simply say, the justifications for the strikes keep changing.
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March 10, 2026

Planting the seeds: Is this the best high-yield option for 2026?

By Roger Montgomery

How to maximise your savings with higher-yield funds with competitive returns and risk. Looking to make your money work harder this year? Whether you’re looking to fund a better lifestyle, build your nest egg or simply grow some savings, you may want to read this article.
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March 9, 2026

Time to grow a veggie patch?

By Roger Montgomery

I recently wrote an article for The Australian, titled, How AI boom and a liquidity crisis are threatening to upend markets. It garnered quite a few comments highlighting a range of opinions about where artificial intelligence (AI) is headed and where it might be taking humanity.
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February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.
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February 25, 2026

The piano accordion of business life

By Roger Montgomery

Business is like a piano accordion. Sectors and individual companies expand and grow, then contract, necessarily becoming smaller than they once were. If you keep this metaphor in mind when investing, it can help you understand the business’s stage of life.
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February 23, 2026

The liquidity vacuum: Why markets may experience a reality check

By Roger Montgomery

Over the weekend, Michael Howell from CrossBorder Capital updated his global liquidity analysis, concluding the sell-off isn’t over for Bitcoin, and elsewhere, accelerating global economic growth will draw liquidity from other asset markets, limiting their upside. In Bitcoin, while some forecasters eye a rally to $90,000, Howell and the team at CrossBorder Capital have other ideas.
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