Investor Insights

July 24, 2026

ABC Statewide Drive – The forces driving today' market

By Roger Montgomery

I joined Jess Maguire on ABC Statewide Drive to discuss how the rise of passive investing is changing the sharemarket, with index funds increasingly pushing money into the biggest companies regardless of valuation. Using SpaceX as an example, we explored how speculative companies can attract enormous valuations during periods of market optimism, and why that may not last forever.
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July 23, 2026

Ausbiz – The profitless rally

By Roger Montgomery

I joined Juliette Saly on Ausbiz to discuss how the rise of passive investing is reshaping markets. With ETFs and index funds now dominating trading, quality-focused active managers are struggling as money flows into the biggest index constituents regardless of valuation or fundamentals.
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July 21, 2026

The Australian – AI boom turns S&P 500 into a dangerous bet

By Roger Montgomery

In my latest article for The Australian, I argue that the S&P 500 is no longer the diversified benchmark many investors believe it to be. With an increasing share of the index now driven by the artificial intelligence (AI) theme, concentration risk is at extreme levels.
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July 10, 2026

ABC Statewide Drive – Consumer confidence and a standout ASX debut

By David Buckland

I joined Jess Maguire on ABC Statewide Drive to discuss the latest ANZ Roy Morgan Consumer Confidence Survey, which shows confidence is gradually recovering after falling to its lowest level in 53 years, while remaining fragile amid high household debt, rising rents and ongoing cost-of-living pressures.
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July 6, 2026

Over the Money Fence – Budget Bombshell What it Means for Your Money

By Roger Montgomery

This week I am back with Over The Money Fence with Nicola Dale and Di Edwards. This series aims to help you take control of your finances with clarity and confidence.  In this episode, we go through the biggest bombshells from this year’s budget and what the practical implications are for you and your money.
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June 26, 2026

ABC Statewide Drive – What' driving the tech sell-off?

By Roger Montgomery

I joined Jess Maguire on ABC Statewide Drive to discuss the recent sell-off in technology shares and why rising interest rates, weakening cash flows and growing questions around artificial intelligence (AI) economics may be shifting investor sentiment.
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June 25, 2026

Ausbiz – Is there an AI bubble?

By Roger Montgomery

I joined Nadine Blayney on Ausbiz today to discuss why I remain cautious on the artificial intelligence (AI) investment theme, despite strong earnings from the major technology companies.
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June 24, 2026

ABC Newcastle Mornings – From Budget Tips to AI Risks

By Roger Montgomery

I recently joined ABC Newcastle Mornings with Kylie Morris to discuss why households may benefit from reviewing their spending habits, including a simple exercise of separating expenses into “wants” and “needs” to identify potential savings and build a financial buffer.
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