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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

ABC Newcastle Mornings – Global Volatility, AI Disruption and the Reporting Season

By Roger Montgomery

I joined Paul Turton on ABC Newcastle Mornings to discuss the recent volatility in global markets, driven by U. S. tariffs, political uncertainty and rapid developments in artificial intelligence (AI). I explained that because the U. S.

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February 20, 2026

ABC Statewide Drive – investing in the age of artificial intelligence

By Roger Montgomery

This week on ABC Statewide Drive, I spoke about how artificial intelligence (AI) is reshaping sharemarkets, prompting investors to reassess which business models are likely to benefit and which may face disruption. Major technological shifts tend to reshape markets in unpredictable ways.

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February 19, 2026

Ausbiz – Another AI-powered disruption

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss how AI-generated content is becoming so hyper realistic that it is increasingly difficult to distinguish from reality. For investors, this pace of improvement highlights both the extraordinary power of the technology and the speed at which competitive advantages can erode.

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February 19, 2026

The Australian – Private markets offer refuge as the traditional 60/40 portfolio crumbles

By Roger Montgomery

It’s a shot across the bow. In recent weeks, short, sharp sell-offs across the largest global artificial intelligence (AI) hyperscalers have woken investors from their technology and AI-inspired slumber. In just six trading sessions, Microsoft fell 18 per cent.

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February 11, 2026

ABC Newcastle Mornings – The AI investment reckoning

By Roger Montgomery

I joined Paul Turton on ABC Mornings to discuss how AI is evolving beyond simple prompts into autonomous agents that can act on our behalf, but warned that market expectations may be getting ahead of reality.

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February 10, 2026

ABC The Business – Falling U.S. dollar and global uncertainty spark modern day gold rush

By Roger Montgomery

I joined ABC News, who were reporting on the shifting outlook for markets, to discuss how fading U. S. exceptionalism, a weaker dollar and concerns about China have unsettled investors and driven a rush to gold.

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February 9, 2026

Ausbiz – has tech run its course?

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss how the AI trade has shifted from hype to reality. Adoption is proving more cyclical than expected, customers will not pay any price for AI tools, and data centre rollouts face delays from regulation and power constraints.

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February 6, 2026

ABC Statewide Drive – market volatility signals a shift in thinking

By Roger Montgomery

On statewide drive with Jess Maguire, I explained that recent market volatility reflects investors reassessing some big assumptions, particularly after Donald Trump’s nomination of Kevin Walsh as the next U. S. Federal Reserve chair. Many investors had been expecting lower U. S. interest rates, so the nomination caught markets off guard and forced a reversal of those bets.

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February 5, 2026

Soaring stocks hide U.S. fragility as gold surge sends warning to investors

By Roger Montgomery

The strength of U. S. stock markets would have any reasonable investor believing all is well with the world and that U. S. exceptionalism is alive and well.

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February 4, 2026

ABC Nightlife – from metals to mega caps: volatility returns to markets

By Roger Montgomery

Gold prices jumped as much as 20 per cent in January before falling this month, while silver, after rising 250 per cent over 13 months, dropped 20 per cent in just days, raising the question of whether the boom is over or volatility will continue.

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January 12, 2026

Fear + Greed Podcast – Are we in an AI bubble?

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s Summer Series to discuss whether the powerful rally driven by artificial intelligence (AI) may now be approaching it’s peak.

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Investor Insights

Ausbiz– Beating the Bubble

By Roger Montgomery

ABC Newcastle Mornings – Global Volatility, AI Disruption and the Reporting Season

By Roger Montgomery

ABC Statewide Drive – investing in the age of artificial intelligence

By Roger Montgomery

Ausbiz – Another AI-powered disruption

By Roger Montgomery

The Australian – Private markets offer refuge as the traditional 60/40 portfolio crumbles

By Roger Montgomery

ABC Newcastle Mornings – The AI investment reckoning

By Roger Montgomery

ABC The Business – Falling U.S. dollar and global uncertainty spark modern day gold rush

By Roger Montgomery

Ausbiz – has tech run its course?

By Roger Montgomery

ABC Statewide Drive – market volatility signals a shift in thinking

By Roger Montgomery

Soaring stocks hide U.S. fragility as gold surge sends warning to investors

By Roger Montgomery

ABC Nightlife – from metals to mega caps: volatility returns to markets

By Roger Montgomery

Fear + Greed Podcast – Are we in an AI bubble?

By Roger Montgomery

Funds

Digital Assets

Australian Equities

Income

Global Equities