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  • RBA holds fire – watch our latest Ausbiz episode on the surprise RBA decision HERE.

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Artificial Intelligence is reshaping investment portfolios

latest feature

Artificial Intelligence is reshaping investment portfolios

Roger Montgomery
July 11, 2025

With a new financial year comes the chance to reset and consider if there’s any reason to expect forces shaping the previous year to fade away. The process might even throw up a completely new interpretation of what’s going on, as it has for me.

This article was first published in The Australian on 3 July 2025.

continue…

With a new financial year comes the chance to reset and consider if there’s any reason to expect forces shaping continue...

by Roger Montgomery Posted in In the Press.
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July 9, 2025

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Video Insight - looking back - market cycles then and now
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June 3, 2025
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  • Potting a plant

    Understanding managed fund distributions – what 30 June means for you

    Rhodri Taylor
    July 11, 2025

    What does 30 June means for investors in managed funds? While the broader public may focus on tax returns and winter holidays, investors — particularly those in actively managed equity funds like those offered by Montgomery — may notice distributions being paid around this time. Continue…

    by Rhodri Taylor Posted in Investing Education.
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    • POSTED IN Investing Education.
    Potting a plant
  • MEDIA

    ABC Statewide Drive – rates, real estate, and rising ratios

    David Buckland
    July 11, 2025

    Yesterday afternoon I joined Jess Maguire on ABC Statewide Drive to discuss Michele Bullock’s decision to hold the cash rate. The Reserve Bank of Australia (RBA) cited that monthly data is erratic and therefore they are waiting for more reliable quarterly figures. A rate cut later this year remains a strong possibility. Continue…

    by David Buckland Posted in Radio.
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    • POSTED IN Radio.
  • DB ausbiz

    MEDIA

    Ausbiz – RBA holds fire

    David Buckland
    July 10, 2025

    This morning, I joined Juliette Saly on Ausbiz to discuss the Reserve bank of Australia’s (RBA) surprise decision to hold rates at 3.85 per cent, despite earlier expectations of a cut. Governor Michele Bullock made it clear the RBA is prioritising quarterly data over monthly figures, citing volatility in the latter. With June quarter inflation data due at the end of this month the odds of a rate cut in August remain high. Continue…

    by David Buckland Posted in TV Appearances.
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    • POSTED IN TV Appearances.
    DB ausbiz
  • Australian Money

    Buffet’s litmus test for quality stocks

    Roger Montgomery
    July 10, 2025

    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. Over time, you will find only a few companies that meet these standards – so when you see one that qualifies, you should buy a meaningful amount of stock. You must also resist the temptation to stray from your guidelines: If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes. Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.” Continue…

    by Roger Montgomery Posted in Investing Education, Market commentary.
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    • POSTED IN Investing Education, Market commentary.
    Australian Money
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  • MEDIA

    ABC Newcastle Mornings – How do interest rate changes impact investors?

    Roger Montgomery
    July 8, 2025

    I joined Paul Turton this morning on ABC Newcastle to discuss the pending interest rate decision and how its outcome could influence investors.

    While interest rates, consumer confidence, tariffs and a weak Australian dollar all influence the investment landscape, the real focus should be on company fundamentals. Focussing on the long-term value of quality businesses is ultimately what drives shareholder returns. Continue…

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
  • Beyond the big win – how do you protect and grow your wealth?

    Roger Montgomery
    July 8, 2025

    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. Continue…

    by Roger Montgomery Posted in Investing Education.
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    • POSTED IN Investing Education.
  • Bitcoin mania?

    Roger Montgomery
    July 7, 2025

    An examination of asset class returns over the last twelve months, including residential property in various capital cities, reveals Bitcoin’s superior performance. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Trump’s Big Beautiful Bill Act

    Roger Montgomery
    July 4, 2025

    In what some have described as a ‘dramatic’ 218-214 vote, the U.S. House narrowly passed President Trump’s US$3.4 trillion “Big Beautiful Bill Act,” a nearly 900-page tax-and-spending package that does mark a major victory for Trump and GOP (Republican Party) leaders. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
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HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT

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HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT

Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today. 

READ HERE

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

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