MONTGOMERY OFFERS A SECOND INCOME STRATEGY THROUGH A PARTNERSHIP WITH AURA GROUP
Montgomery Investment Management is delighted to announce its second fund in partnership with Aura Group.
Montgomery will offer the Aura Core Income Fund which aims to preserve capital and provide stable monthly income and portfolio diversification through exposure to a pool of Australian private debt assets predominantly made up of SME loans.
The traditional 60/40 portfolio approach is proving less effective at balancing risk and return in today’s environment, particularly as the historical relationship between equities and bonds has shifted. Where bonds once tended to rise when equities fell, both asset classes have at times moved in the same direction during periods of persistent inflation and policy uncertainty, weakening diversification benefits.
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.
I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
In this section we explore investing basics, common themes and information to help guide your investing journey.
The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
If you were thinking of buying a, say, a $2 million property to renovate and flip in 18 months, Labor’s 2026 budget just made that a perilous strategy, while also making investing in an AA rated Private Credit Fund way more attractive. The 2026 Federal Budget has significantly shifted the goalposts for you.
Red Corner (Bull) Ed Yardeni
I have written about and referenced both gents for years, and if you’d like to hear from them first-hand, you can subscribe to their musings on Substack. In the red corner is Ed Yardeni, founder of Yardeni Research and in the blue (bearish corner) is Michael Burry. Figure 1.
Higher global inflation and lower growth will reflect the scale of impact dependent on the length and severity of the U. S. /Iran war.
The near-term forecasts for global Gross Domestic Product (GDP) from the International Monetary Fund (IMF) use a Reference Scenario, Adverse Scenario and a Severe Scenario, as illustrated in Graph 1 below. Graph 1.
As we approach the middle of the year, markets and the global economy appear to be locked in a “tug of war” between the geopolitical shock of the war in the Middle East and the rapid maturation and deployment of artificial intelligence (AI).
This week I am back with Over The Money Fence with Nicola Dale and Di Edwards.
This series aims to help you take control of your finances with clarity and confidence.
I joined David Taylor on ABC’s The Business to discuss the recent strength in the Australian dollar and why markets are viewing the Reserve Bank of Australia (RBA) as one of the more hawkish central banks globally.
I joined Paul Turton today on ABC Newcastle Mornings to discuss the growing use of personalised or “surveillance” pricing, where companies use data like your browsing history, location or even behaviour in-store to charge different prices for the same product, often without consumers realising.
I joined Paul Turton today on ABC Newcastle Mornings to discuss the growing use of personalised or “surveillance” pricing, where companies use data like your browsing history, location or even behaviour in-store to charge different prices for the same product, often without consumers realising.
If you were thinking of buying a, say, a $2 million property to renovate and flip in 18 months, Labor’s 2026 budget just made that a perilous strategy, while also making investing in an AA rated Private Credit Fund way more attractive. The 2026 Federal Budget has significantly shifted the goalposts for you.
Red Corner (Bull) Ed Yardeni
I have written about and referenced both gents for years, and if you’d like to hear from them first-hand, you can subscribe to their musings on Substack. In the red corner is Ed Yardeni, founder of Yardeni Research and in the blue (bearish corner) is Michael Burry. Figure 1.
The 2026-27 Australian Federal Budget, handed down on May 12, 2026, fundamentally alters the economics of property flipping. For decades, a tax system that rewarded capital growth over rental yield made the “buy, renovate, and flip” property model a popular way for middle-class investors with a bit of energy and an idea to get ahead.
Higher global inflation and lower growth will reflect the scale of impact dependent on the length and severity of the U. S. /Iran war.
The near-term forecasts for global Gross Domestic Product (GDP) from the International Monetary Fund (IMF) use a Reference Scenario, Adverse Scenario and a Severe Scenario, as illustrated in Graph 1 below. Graph 1.
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