The world is volatile. Your financial future doesn’t have to be. Explore our private credit funds here.
-
Are small-cap stocks poised for a comeback?
Roger Montgomery
September 15, 2025
The equity bull market has been tough for small company stocks and their investors. The current decade started out with promise. After the short, sharp pandemic bear market in 2020, small cap stocks significantly outpaced the tech-fuelled S&P 500 Index during the post-pandemic bull market ending in December 2021. This was partly because the artificial intelligence (AI)-Tech darlings hadn’t garnered the momentum and euphoria required to concentrate flows of capital and drive the media narratives that produced their immense popularity and stock-market leadership. Continue…
by Roger Montgomery Posted in Small Caps.
- save this article
- POSTED IN Small Caps.
-
The power of Private Credit
Roger Montgomery
September 12, 2025
In today’s dynamic financial landscape, and with public market volatility constantly rising, investors are increasingly seeking opportunities that strike a balance between solid returns and stability and diversification. Continue…
by Roger Montgomery Posted in Aura Group, Investing Education.
- save this article
- POSTED IN Aura Group, Investing Education.
-
MEDIA
Ausbiz – Bitcoin gains ground in mainstream strategy
Roger Montgomery
September 11, 2025
I joined Ausbiz with Clint Maddock, Founder and Director at Digital Asset Funds Management – our newest partner, an Australian investment manager specialising in digital asset markets – to discuss the growing role of digital assets like Bitcoin in investment portfolios. Once considered purely speculative, digital assets are now increasingly recognised as a legitimate component of diversification, sitting alongside equities, bonds, and property. We explored why they’re moving into the mainstream, the opportunities they present, and how investors can approach the space with a balanced view on both strategy and risk.
by Roger Montgomery Posted in Digital Asset Funds Management, TV Appearances.
-
The looming spectre of stagflation
Roger Montgomery
September 11, 2025
With the U.S. stock market hovering at levels some describe as ‘stretched’, economic indicators are flashing mixed signals, prompting some observers to raise the spectre of stagflation – a toxic brew of stagnant growth and persistent inflation. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Are liquidity and deflation risks emerging? One economist is worried
Roger Montgomery
September 10, 2025
Investors are debating a number of scenarios. One is that Trump will install enough cronies on the board of the U.S. Federal Reserve that rates will be cut as many as five times in the next year. Supporters believe this could be incredibly bullish for markets, especially equities. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
-
Celebrating another milestone – 96 positive consecutive monthly returns, 9.55% p.a. since inception
Roger Montgomery
September 9, 2025
Montgomery Investment Management recently celebrated the 8th anniversary of the Aura Private Credit Income Fund (the Fund), and its 96 consecutive positive monthly cash distribution, delivering a compound net return of 9.55 per cent per annum since inception in August 2017.* Continue…
by Roger Montgomery Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
Looking at the artificial intelligence boom through Nvidia’s results
Roger Montgomery
September 9, 2025
When it comes to the artificial intelligence (AI) boom, few events command as much attention as Nvidia’s quarterly earnings calls. With so much riding on the boom enduring, including Nvidia’s $US4.15 trillion market cap, analysts and traders understandably dissect every nuance – from the precise wording of forward guidance to the subtle inflections in CEO Jensen Huang’s voice. They’re looking for clues about whether excitement or caution lies ahead or is presently justified. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
- save this article
- POSTED IN Companies, Polen Capital, Stocks We Like.
-
A lesson for billionaires
Roger Montgomery
September 8, 2025
A recent article in the Wall Street Journal captivated me with its blend of betrayal, eccentric characters, the contrast between opulence and collapse, and the modern-day parable of a crypto catastrophe. In addition to its spellbinding narrative, it reminded me of my mother’s advice to make your friends before you make your money. Continue…
by Roger Montgomery Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
