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ARB just dropped its half-year 2026 results, and if you only looked at the stock price as  – down 13 per cent by the close of 24 February 2026 – you’d think the wheels had fallen off the 4WD. But as any off-road enthusiast knows, sometimes you have to gear down to get through the mud. In fact, ARB is up by 14 per cent today (25 February 2026).

While the headline numbers from their report reflect some “short-term pain,” the underlying story suggests the “long-term gain” remains on track. Continue…

by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.

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However, as the tide of cheap liquidity recedes, we’re seeing a typical correction as investors retreat from riskier assets.

Investors must now navigate a treacherous confluence of shifting narratives just as global liquidity is structurally changing. The dangers are building.

This article was first published in The Australian on 26 February 2026. Continue…

by Roger Montgomery Posted in In the Press.

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For decades, Australian and global investors seeking income have depended on a traditional “Core” fixed income allocation for their portfolios, mainly consisting of government-related debt and investment-grade corporate bonds. The result is the conventional 60/40 portfolio – a widely accepted blend of equities and fixed income (bonds).

Structural changes in liquidity, regulation, and market dominance, however, are occurring rapidly and may reduce the effectiveness of these old benchmarks. Continue…

by Roger Montgomery Posted in Aura Group, Insightful Insights, Investing Education.

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When investors are confident, greater risk is taken, greater debt levels are serviced, and greater liquidity is prevalent. And the opposite is also true.  The response to a loss of confidence is to reduce risk, pay down debt, and “batten down the hatches”. Liquidity can quickly get tight.

When the ANZ-Roy Morgan Australian Consumer Confidence survey for the week to Sunday 22 March 2026 was released, I thought it was worth highlighting, given consumer confidence fell to its lowest level since records began in 1973 (1). Continue…

by David Buckland Posted in Insightful Insights, Market commentary.

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If you’ve spent any time on social media lately, you’ve seen them: sleek, metallic bipeds performing backflips in China, dancing to Motown, or gingerly stacking the dishwasher or placing a singular box on a shelf. The robotics hype cycle suggests that in four years’ time (2030), a robot will be folding your laundry and helping your nanna out of bed.

Despite billions of dollars invested, however, they remain science experiments confronting daunting technical challenges. Continue…

by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.

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In my first video insight for 2026, I explained that the era of easy investing is over. With valuations elevated, markets concentrated in a narrow group of stocks and volatility rising, I believe investors need to think more carefully about diversification.

That is why we continue to focus on strategies uncorrelated to markets, such as the Aura Private Credit Income Fund, which seeks to provide investors with access to regular income, and the Digital Asset Funds Management – Digital Income Fund, which seeks to profit from volatility and pricing inefficiencies across global asset exchanges.

These strategies may offer diversification benefits and alternative sources of income in a changing investment environment. If you would like to learn more about our offerings and whether they are appropriate for your circumstances, please fill in the form below to receive further information. Continue…

by Roger Montgomery Posted in Aura Group, Digital Asset Funds Management, Insightful Insights, Investing Education, Market commentary, Video Insights.

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Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.

In this exclusive Ausbiz event, I joined Nadine Blayney for an in-depth discussion on equity alternatives and the strategies designed to help protect and grow your wealth.

We explored

• The importance of rebalancing in the current market environment
• How to think about diversification, income and resilience
• How private credit works – and why investors can use it for a reliable income stream
• High-frequency trading and arbitrage funds: historically the domain of proprietary trading firms and institutions, now accessible to investors
• Key risks and what to look for when assessing these types of strategies

Continue…

by Roger Montgomery Posted in Aura Group, Digital Asset Funds Management, Investing Education, Market commentary, Popular, TV Appearances.

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While Israel pursues a high-stakes military campaign and President Trump plays ‘Deal or No Deal” with an Iranian regime that might not even have a leader in charge, investors are doing the only sensible thing left: Hiding.

With the Islamic Revolutionary Guard Corps (IRGC)’s ‘asymmetric’ threat to the Strait of Hormuz continuing and the U.S. increasing its on-the-ground footprint as America’s 31st Marine Expeditionary Unit arrives in the Middle East, the risk of a recession has also risen. Continue…

by Roger Montgomery Posted in Companies, Global markets, Insightful Insights, Investing Education, Market commentary.

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I know everyone, at the moment, is focused on the Middle East, oil prices and inflation, and some are also considering the second and third-order effects on, for example, plastic and food supply chains. But while investors are distracted by geopolitical tensions, another, potentially even sharper, transition in artificial intelligence (AI) is occurring that began at the end of last year and is accelerating.

For a while, Large Language Models (LLMs) like Gemini, ChatGPT, Grok and their ilk captured our imagination. AI felt like a sophisticated parlour trick – you ask a question and receive an answer, a more efficient web search, an online adviser or even a chat companion. And even now, the majority of those who use AI are still employing it this way. But that’s all about to change. Continue…

by Roger Montgomery Posted in Market commentary.

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Prior to the conflict, investors were debating AI’s immediate and long-term impact. While 2025 was about the rise of the AI “picks and shovels” – enablers like Nvidia – 2026 witnessed the emergence of agentic AI, and the narrative quickly became about the fall of the middlemen – the traditional software companies that built epochal and capital-light business on a per-seat revenue model.

This article was first published in The Australian on 25 March 2026. Continue…

by Roger Montgomery Posted in Economics, Global markets, In the Press, Investing Education, Market commentary, Market Valuation, Technology & Telecommunications.

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