Video Insights
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The three key influences of market performance
Roger Montgomery
March 19, 2025
In this week’s video insight, I explore the three key influences of market performance – inflation, economic growth, and liquidity – and how they can adversely or positively affect the market. In January and February this year we have already seen; the launch of a Chinese LLM (Large Language Model) which created waves in the Artificial Intelligence (AI) space, Trump’s imposition of tariffs (across China, Canada, Mexio and Europe), rising inflation, and increased geopolitical tension. continue…
by Roger Montgomery Posted in Global markets, Market commentary, Video Insights.
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Reporting season wrap-up
Roger Montgomery
March 10, 2025
In this week’s video insight, I discuss the key takeaways from the latest earnings season and what they mean for investors. While many companies exceeded expectations, cautious guidance and trimmed ASX 200 forecasts suggest a slower recovery ahead. I also explore the growing role of artificial intelligence (AI) in earnings calls and whether it’s translating into real financial gains.
by Roger Montgomery Posted in Video Insights.
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Tariffs: how they work and their real impact
Roger Montgomery
March 7, 2025
In this week’s video insight, I discuss tariffs; what they are, how they work, and their broader impact. While much attention is on recent geopolitical theatrics, tariffs are reshaping trade and markets. Rather than speculating on their effects, I break down their mechanics, from taxation, to supply chains and consumer prices. continue…
by Roger Montgomery Posted in Video Insights.
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Navigating interest rate cuts: how retirees can protect their investments
Roger Montgomery
March 3, 2025
In this week’s video insight, I delve into the recent interest rate cut by the Reserve Bank of Australia (RBA) and what it means for self-funded retirees relying on cash and term deposits. With lower rates affecting returns, I explore the broader implications for retirement income and discuss private credit as one potential alternative to help navigate this changing landscape.
by Roger Montgomery Posted in Aura Group, Economics, Video Insights.
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Australian reporting season: strong start with surprises on dividends and upgrades
Roger Montgomery
February 21, 2025
In this week’s video insight, I discussed the latest updates from Australia’s reporting season, where earnings and dividends have generally exceeded expectations. So far, companies reporting above forecasts outnumber those missing, contributing to the market’s performance in February. Analyst upgrades have also been more frequent than downgrades, with several well-established companies maintaining their competitive position.
by Roger Montgomery Posted in Companies, Video Insights.
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Thinking about asset allocation…
Roger Montgomery
February 3, 2025
In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using the analogy of a boat, I explain how equities can act as the engine driving growth, while credit serves as the hull that keeps you steady. The right strategy depends on your stage of life and financial goals. I also touch on the growing appeal of private credit for its potential to deliver strong returns with less volatility. The ultimate goal is to build a portfolio that’s built to last through all conditions.
by Roger Montgomery Posted in Investing Education, Video Insights.
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The reality check from the DeepSeek-RI breakthrough
David Buckland
January 29, 2025
In this week’s video insight, I discuss the potential shift in the artificial intelligence (AI) and tech landscape following the emergence of DeepSeek-RI, an open-source AI rivaling Western models at a fraction of the cost. With Nvidia’s (NASDAQ:NVDA) recent sharp share price drop and questions around energy-intensive data centers, I explore how these developments could challenge U.S. tech dominance and reshape the AI market’s cost dynamics. continue…
by David Buckland Posted in Technology & Telecommunications, Video Insights.
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The cost of market timing
Roger Montgomery
December 11, 2024
In this week’s video insight, I discuss how the pandemic reshaped investor behaviour, leading to riskier trading and poor market timing, as highlighted by Derek Horstmeyer, a finance professor at George Mason University in the U.S. Many investors lost billions annually due to panic-driven decisions, emphasising the importance of a long-term approach. I discussed the importance of viewing markets as opportunities to invest in real businesses rather than speculating and underscored that long-term strategies outperform attempts at timing the market, as evidenced by the Montgomery Small Companies Fund’s returns over the last two years.
by Roger Montgomery Posted in Small Caps, Video Insights.
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Myth: Private credit is illiquid – investors’ funds are locked in until maturity
Roger Montgomery
November 18, 2024
In this video, Brett Craig from Aura Credit Holdings addresses the myth that private credit is illiquid and funds are locked until maturity. He explains that the Aura Private Credit Income Fund offers monthly liquidity windows, allowing investors to redeem funds from available cash or loan repayments. continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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Myth: Private credit only involves lending to distressed businesses and sectors/industries
Roger Montgomery
November 4, 2024
In this short video, I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit, to addresses a common misconception: that private lending is only for distressed businesses. Brett explains that the Aura Private Credit Income Fund does not deal with distressed debt but focuses on providing capital to quality Australian businesses. After regulatory changes post-GFC, major banks shifted focus, leaving a $400 billion funding gap that private credit funds are now filling to help these businesses grow and thrive. continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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