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2025 was a strong year for small companies and for the Montgomery Small Companies Fund. In this detailed video, I’m joined by Gary Rollo, Co-Portfolio Manager of the Montgomery Small Companies Fund to review the Fund’s performance, key market drivers, and the outlook for small caps and growth companies heading into 2026. Continue…

by Scott Phillips Posted in Companies, Economics, Global markets, Investing Education, Market commentary, Market Valuation, Small Caps, Stocks We Like.

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I recently wrote an article for The Australian, titled, How AI boom and a liquidity crisis are threatening to upend markets. It garnered quite a few comments highlighting a range of opinions about where artificial intelligence (AI) is headed and where it might be taking humanity.

The “AI Revolution” is being sold to us as either a sleek, inevitable future of effortless productivity or one of the Four Horsemen of the Apocalypse bringing destruction to humanity, first by laying waste to the workforce. Continue…

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

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I think a lot about how higher-yielding income products, such as the Aura Private Credit Income Fund and the Aura Core Income Fund, might fit in a retiree’s portfolio and how to articulate that. 

It’s a challenge to explain, primarily because we don’t know the future. We don’t know how long we’ll live; we don’t know when/if the stock market might crash, and therefore we don’t know how much we can withdraw each year from our retirement savings because we don’t know how much we will spend in retirement, nor how much we’ll actually have left each year.

It leaves many investors paralysed; “I’ll worry about it tomorrow.” Continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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While many of us here in Australia are left aghast after spending any time doom-scrolling through the latest chaotic headlines from the Republican Administration in the United States, a far more immediate and flagrant brand of political decay is festering closer to home, in the state of Victoria.

It is a curious phenomenon of modern life that we are often more outraged by a tweet from Washington than by the systematic erosion of integrity in our own backyard, yet after twelve years of Labor government, the Garden State has become a case study in self-interest and institutionalised corruption.

Last week, Victoria’s Liberals and Nationals introduced a bill to give Victoria’s anti-corruption watchdog, Independent Broad-based Anti-corruption Commission (IBAC), the powers it has been asking for since 2017 – the power to follow the money and investigate $15 billion of corruption in the Big Build. Continue…

by Roger Montgomery Posted in Market commentary.

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If you’ve been watching the news lately, you’ve seen the script: The Middle East is a tinderbox, the Strait of Hormuz is a “no-go” zone, and $120 oil is an inevitability according to JP Morgan.

But if you look at the facts and the data, the story falls apart.

Despite the headlines, oil is struggling to hold its gains. Why? Because the “New World Order” of energy isn’t being built in Tehran or Riyadh. It’s being built in North and South Americas and the “war” we’re watching looks more like a managed liquidation of the old guard than a global catastrophe. Continue…

by Roger Montgomery Posted in Energy / Resources, Market commentary.

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How to maximise your savings with higher-yield funds with competitive returns and risk.

Looking to make your money work harder this year? Whether you’re looking to fund a better lifestyle, build your nest egg or simply grow some savings, you may want to read this article.

For many retirees – and particularly people who may be navigating their finances independently for the first time – the stock market can feel less like an ‘opportunity’, and more like a rollercoaster you never asked to board. When you are at a stage in life where preserving what you’ve built is as important as growing it, the daily ups and downs of the stock market can keep anyone awake at night.

The traditional “safe” bets, like term deposits, often fail to keep pace with the lifestyle you’ve worked so hard to earn. So, where do you turn when you want the yield of a high-performer but the stability of a fortress? Continue…

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

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Yesterday afternoon I joined Jess Maguire on ABC Statewide Drive to discuss how the conflict in the Middle East is affecting global markets. While headlines have focused on oil and petrol prices, we also discussed the potential impact on industries such as airlines, tourism and energy-intensive manufacturing. Continue…

by Roger Montgomery Posted in Radio.

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April 9, last year, Donald Trump postponed his Liberation Day tariffs, fuelling a stock market rally led by artificial intelligence (AI) optimism. That optimism turned to fear this year as joy towards AI’s productivity enhancements morphed into panic about how many businesses it would destroy.

That panic reached an even higher level of urgency last week, when James van Geelen, a thematic investor and former entrepreneur who founded a healthcare company before moving into investment research on Substack, hypothesised that AI would lay waste to the entire global consumer economy, leaving generations of white-collar workers redundant. Continue…

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

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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. Continue…

by Roger Montgomery Posted in Aura Group, Digital Asset Funds Management, Investing Education, Market commentary, Podcast Channel.

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This week on ABC Statewide Drive, I spoke about how artificial intelligence (AI) is reshaping sharemarkets, prompting investors to reassess which business models are likely to benefit and which may face disruption.

Major technological shifts tend to reshape markets in unpredictable ways. In times like these, broad diversification and exposure to strategies that are uncorrelated to markets may help build more resilient portfolios. Continue…

by Roger Montgomery Posted in Market commentary, Radio.

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