Investor Insights

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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January 7, 2026

Ausbiz – 2026 outlook and opportunities in small-caps

By Roger Montgomery

  I joined Juliette Saly on Ausbiz to reflect on how markets closed out in 2025 and what may lie ahead in 2026. Last year was again dominated by artificial intelligence (AI) and the Magnificent Seven (Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia and Tesla).
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January 6, 2026

Fear + Greed Podcast – Inside the remarkable world of high-frequency trading

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
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January 2, 2026

Get set for a bumpy 2026

By Roger Montgomery

In my latest article for Firstlinks, I reflect on why 2025 delivered another strong year for equities, supported by the continued combination of disinflation and positive economic growth – with much of the strength driven by enthusiasm around artificial intelligence (AI).
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December 30, 2025

Fear + Greed Podcast – Why private credit is booming

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these opportunities. We also discussed how private credit can complement a diversified portfolio, providing an income stream that is uncorrelated to equity markets.
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December 30, 2025

How AI investors could lose everything and still win

By Roger Montgomery

Who would have thought that asset bubbles are a necessary part of humanity’s advancement through technology? While most currently consider bubbles a dangerous precondition for a stock market crash, they can also be better navigated by appreciating they’re a necessary step on the road to humanity’s advancement.
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December 24, 2025

Nabtrade – bubbles create a shadow: time to move out from the shade

By Roger Montgomery

In my latest article for Nabtrade, I explore why investors are rarely able to identify a bubble until after it has burst, and why the signals today suggest it may be prudent to prepare for a shift in 2026. Diversification and rebalancing is becoming increasingly important as market conditions become more turbulent.
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