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.

September 4, 2025

Insights from reporting season

By Roger Montgomery

As August 2025 has now wrapped up, Australia’s reporting season has again delivered a snapshot of the economy’s trajectory. For years, we’ve heard the refrain of a “resilient” domestic market weathering global headwinds, interest rate hikes, and inflationary pressures. But this time around, the narrative has evolved.
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August 14, 2025

How will artificial intelligence shape your retirement funds?

By Roger Montgomery

Parts of America’s industrial heartland are being transformed, and smokestacks and steel mills are being replaced by the scream of Graphic Proocessing Units (GPUs) housed inside concrete bunkers known as data centres. The transformation of parts of the U. S.
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July 10, 2025

Buffet' litmus test for quality stocks

By Roger Montgomery

When Warren Buffett was asked to distil the essence of investing success, he offered the following: “Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily-understandable business whose earnings are virtually certain to be materially higher five, 10 and 20 years from now.
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July 9, 2025

Lighting your FIRE

By Roger Montgomery

Have you heard of the FIRE movement? FIRE – Financial Independence Retire Early is a lifestyle and investment philosophy and movement that’s focused on aggressively saving and investing to achieve financial independence and retire much earlier than the traditional retirement age.
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July 8, 2025

Beyond the big win – how do you protect and grow your wealth?

By Roger Montgomery

We’ve all heard the stories of entrepreneurs who succeeded after failure. Less common are the stories of those who failed after succeeding. Heck, I Googled “entrepreneurs who failed AFTER succeeding” and Google returned pages and pages of articles with titles similar to; “How successful entrepreneurs bounce back from failure. ” The opposite of what I was searching for.
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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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