Investor Insights

May 5, 2026

ABC Newcastle Mornings – How your data is driving prices higher

By Roger Montgomery

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.
May 5, 2026

ABC Newcastle Mornings – How your data is driving prices higher

By Roger Montgomery

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.
May 1, 2026

ABC Statewide Drive – Budget talk

By Roger Montgomery

I joined Jess Maguire on ABC Statewide Drive to break down what’s actually on the table ahead of the federal budget. With a large deficit, ongoing inflation and rising government spending, I said this is an important budget and a time when rumours can spread quickly.
April 29, 2026

ABC Nightlife – property pressure and geopolitical tensions

By Roger Montgomery

Are housing prices on the way down, and what does war in the Middle East mean for markets, investors and their superannuation? I joined Phil Clark on ABC Nightlife to unpack these issues, explaining why forecasts of sharp housing declines are unlikely given the strong incentives supporting prices, from migration to government policy and bank balance sheets.
April 21, 2026

ABC Newcastle Mornings – Brace for impact: Recession ahead?

By Roger Montgomery

On ABC Newcastle Mornings earlier today, I discussed rising recession risks and why, for many Australians, it already feels like one as cost-of-living pressures, high debt and shrinking disposable income take hold. I also shared practical steps households can take now to prepare, from cutting non-essential spending to building a financial buffer.
April 20, 2026

Capital Brief – ‘Rug pull’ or index inclusion play? Firmus’ IPO lock-up rules in focus as its roadshow rolls on

By Roger Montgomery

Themes like artificial intelligence (AI) can drive strong investor demand, but they can also blur the finer details. As more AI infrastructure businesses come to market, it’s a reminder to look beyond the excitement and focus on valuation, incentives and structure, because these are often what ultimately shape investor outcomes. Read the article: ‘Rug pull’ or index inclusion play?

Funds

View all funds