Fear + Greed Podcast – what investors might expect in 2026
2025 has been an eventful year, with some strong returns – but what comes next? I joined Sean Aylmer from Fear and Greed for their Summer Series to break down the forces that shaped markets this year. Looking ahead to 2026, I explain why investors should expect higher volatility, limited future gains given today’s stretched valuations, and why rebalancing portfolios into alternative offerings that are uncorrelated to markets should be considered.
You can catch the full episode here: What investors might expect in 2026
If you’re among those rethinking your exposures and balances, speak to David Buckland or Rhodri Taylor at Montgomery on (02) 8046 5000 or email us at investor@montinvest.com.
You can also find more information on these offerings via the links below:
Digital Asset Funds Management (DAFM) – Digital Income Class
Private Credit – Aura Core Income Fund (ACIF) and Aura Private Credit Income Fund (APCIF)
Disclaimer:
You should read the relevant Product Disclosure Statement (PDS) or Information Memorandum (IM) before deciding to acquire any investment products.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and so the value of an investment may rise or fall.
This information is provided by Montgomery Investment Management Pty Ltd (ACN 139 161 701 | AFSL 354564) (Montgomery) as authorised distributor of the Aura Core Income Fund (ARSN 658 462 652) (Fund). As authorised distributor, Montgomery is entitled to earn distribution fees paid by the investment manager and may be issued equity in the investment manager or entities associated with the investment manager.
The Aura Core Income Fund (ARSN 658 462 652)(Fund) is issued by One Managed Investment Funds Limited (ACN 117 400 987 | AFSL 297042) (OMIFL) as responsible entity for the Fund. Aura Credit Holdings Pty Ltd (ACN 656 261 200) (ACH) is the investment manager of the Fund and operates as a Corporate Authorised Representative (CAR 1297296) of Aura Capital Pty Ltd (ACN 143 700 887 | AFSL 366230).
You should obtain and carefully consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the Aura Core Income Fund before making any decision about whether to acquire or continue to hold an interest in the Fund. Applications for units in the Fund can only be made through the online application form that accompanies the PDS. The PDS, TMD, continuous disclosure notices and relevant application form may be obtained from www.oneinvestment.com.au/auracoreincomefund or from Montgomery.
The Aura Private Credit Income Fund is an unregistered managed investment scheme for wholesale clients only and is issued under an Information Memorandum by Aura Funds Management Pty Ltd (ABN 96 607 158 814, Authorised Representative No. 1233893 of Aura Capital Pty Ltd AFSL No. 366 230, ABN 48 143 700 887).
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Disclaimer:
The Digital Income Fund is available for wholesale investors only.
Performance of the Digital Income Fund – Digital Asset Class since its inception on 1 May 2021. Net returns after fees and expenses as at 31 October 2025 and assumes reinvestment of distributions.
This is general information and doesn’t take your personal circumstances into account, so seek independent advice before investing. Investing involves risk, including the possible loss of principal. Past performance is not a reliable indicator of future performance.
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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.
Have an unrelated question.
Wondering in regard to FSD (Full Self Driving). For example, this is already available from Tesla. A well known finance guru you will all know (in his 80s) went from Noosa to Caloundra without touching the steering wheel. His wife said she would rather be a passenger in a car with FSD than him driving. Now if Waymo get approved in Australia and the technology moves along at the incredible pace it already has then this could be feasible. Great for those aged people who are no longer allowed to drive as it gives you the convenience of your own car in your garage. Trouble is at present, FSD is very expensive.
It will rely of course on approval from the regulatory regime and the authorities
Great insights John thanks for sharing. I caught up with a friend who purchased a high-end EV from Porsche. He wanted to fast-charge his car at BP because it would take 3-4 days to charge at home. It cost him $50, took 45 mins and only gave him 500 kms. He’s selling it. I wonder whether the FSD features of other EVs are enough to get people over that line.