Over the Money Fence – Calm Amid the Chaos: Building Money Confidence in 2026
This week I join Nicola and Di for the first 2026 episode of Over The Money Fence. This series aims to help you take control of your finances with clarity and confidence.
In this episode, we take a look at the changes that are currently happening in the world, and how that could impact our finances. I explain how the tailwinds that have benefited the stock markets in the past, and have benefited the Baby Boomers and Gen X are shifting, and why that means investors may need to consider other investments.
I talk about the importance of diversification and how you need to look at investing in things that don’t move the same way as your existing investments. I discuss alternative investment options that can provide you with regular income, low capital volatility and attractive returns like private credit and the differences in those types of funds. I also explore high-frequency trading and arbitrage strategies, which historically were largely accessible only to institutional investors.
We talk about the impact of AI on certain industries, particularly the software as a service industry, which has been the biggest industry people have invested in over the last 25 years.
I also give my best insights into what will likely happen in the markets in 2026 and what I think will be wise investments this year. And we also answer some listener questions for you.
For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com
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Find out more about Montgomery Investment Management here – https://montinvest.com
Find out more about Montgomery private credit funds here – https://www.montinvest.com/privatecredit
Read my article from The Australian that’s referenced in this article – https://rogermontgomery.com/the-australian-private-markets-offer-refuge-as-the-traditional-60-40-portfolio-crumbles/
Buy my book Value.able here – https://rogermontgomery.com/valueable-book/
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Follow me on YouTube here – https://www.youtube.com/user/rogerjmontgomery
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Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
