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.

November 3, 2025

Bees in the trap

By Roger Montgomery

I am reliably informed it’s one of the bigger trends on TikTok at the moment; miming to a mashup of 4 Non-Blondes’ 1993 song What’s Going On, and Niki Minaj’s Bees in The Trap, created by DJ Auxlord, a college senior studying psychology in Ohio.
Read Article
October 24, 2025

What the smart money does at the beginning…

By Roger Montgomery

There are many consequences of gold’s vertical ascent to new all-time highs. One of course, is the queues of first-time buyers forming outside gold bullion stores around the world. A more subtle consequence, however, is the emergence of arguments that justify the rally and inspire those queues.
Read Article
October 22, 2025

Is there a stock market bubble? Here are the warning signs

By Roger Montgomery

By now, every investor has heard the bubble warning. Yet, when markets are soaring on optimistic expectations for future growth, high prices seem entirely reasonable. Indeed, and somewhat worryingly, in the midst of a boom, high prices validate the optimism.
Read Article
October 9, 2025

All parties must end

By Roger Montgomery

Markets sit at elevated levels, fuelled by optimism around artificial intelligence and the promise of lasting productivity gains. Yet beneath the excitement lies a complex mix of valuations, momentum, and risk – raising important questions about how investors can stay positioned if sentiment shifts.
Read Article
October 2, 2025

The crypto treasury frenzy

By Roger Montgomery

This U. S. summer, a new investment frenzy – akin to the SPAC (Special Purpose Acquisition Company) exuberance of 2020/21 – has gripped Wall Street as companies transform their balance sheets into crypto vaults. And as September unfolds, the corporate dash into cryptocurrencies shows no signs of slowing.
Read Article
October 1, 2025

CrossBorder Capital' liquidity warning

By Roger Montgomery

CrossBorder Capital’s latest report by founder Michael Howell paints an ominous picture of a maturing global liquidity cycle, raising concerns that the U. S. Federal Reserve’s (the Fed) waning role in providing liquidity (the fuel for market and asset rises) has negative implications for markets and the U. S. economy.
Read Article
September 29, 2025

The puzzle of U.S. bond yields

By Roger Montgomery

Since inflation peaked at 9. 1 per cent in mid-2022, consumer prices have cooled dramatically, job growth has dwindled from nearly 4 per cent annually to a meagre 0. 9 per cent, nominal gross domestic product (GDP) expansion has halved from 10 per cent to 4. 6 per cent, and commodity prices have dropped 15 per cent.
Read Article
September 25, 2025

Negative Equity Risk Premium: what does it all mean?

By Roger Montgomery

I recently read an interesting post on Substack about the state of the market. However, there was one paragraph whose significance might have been missed, even by those who subscribe to the author’s musings.    Here’s the paragraph in question, followed by what I hope will prove a useful explanation. The paragraph was titled “No Equity Risk Premium.
Read Article
September 19, 2025

Is it time to cash in?

By Roger Montgomery

There are four major criticisms for holding cash as an investment. But what if there was a simple alternative that went some way to invalidating those criticisms?
Read Article
September 17, 2025

Where will baby boomers put their $42 billion?

By Roger Montgomery

As we approach September 22, 2025, Westpac is set to redeem all $1. 7 billion of its Westpac Capital Notes 5 (WCN 5, ASX code: WBCPH). It’s the beginning of an avalanche of cash to be returned to investors – mostly Boomers – that will need to find a home elsewhere. Why?
Read Article
September 12, 2025

The power of Private Credit

By Roger Montgomery

In today’s dynamic financial landscape, and with public market volatility constantly rising, investors are increasingly seeking opportunities that strike a balance between solid returns and stability and diversification. Enter private credit, a rapidly and predictably growing asset class that’s reshaping how investors approach lending and portfolio construction.
Read Article
September 8, 2025

A lesson for billionaires

By Roger Montgomery

A recent article in the Wall Street Journal captivated me with its blend of betrayal, eccentric characters, the contrast between opulence and collapse, and the modern-day parable of a crypto catastrophe. In addition to its spellbinding narrative, it reminded me of my mother’s advice to make your friends before you make your money.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income