Investor Insights

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.

June 18, 2026

Managed fund distributions explained

By Rhodri Taylor

What 30 June means for investors in managed funds While many people this time of year are focusing on winter holidays and tax returns, investors in actively managed equity funds like those offered by Montgomery are likely watching for their distributions.
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June 18, 2026

How to time your IPO

By Roger Montgomery

SpaceX has some real businesses, but if I am completely lucid, I’d say there’s no business that would support its US$2 trillion valuation.
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June 17, 2026

AI births entirely new risks

By Roger Montgomery

With stock markets recently retreating marginally from artificial intelligence (AI)-fuelled record highs, the question many thoughtful investors are asking is: Will the bull run resume, or is this the beginning of a broader correction?
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June 12, 2026

What could a crash look like?

By Roger Montgomery

The defining irony of today’s stock market has got to be the yawning chasm between asset prices and their intrinsic values. As equity indices scale ever higher peaks, and as hyper-parabolic Price-to-Earnings (P/E) and Price-to-Sales (P/S) ratios are normalised, the underlying truths don’t seem to have changed. Eventually even this bubble must bust. U. S.
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June 12, 2026

Global Private Credit thoughts

By Roger Montgomery

San Francisco and Lisbon-based KIÉR LIÓR provides institutional investors, family offices, and direct lenders with institutional-grade oversight, underwriting and portfolio management services for international private credit portfolios. On the subject of Private Credit, their musings are well worth your time, remembering the comments are typically U. S.
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May 26, 2026

Bulls now and then

By Roger Montgomery

While it may not inform your investing decisions, it’s undeniably enjoyable to look at what bulls were saying during a previous bubble and comparing those comments to what is being said today.
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May 22, 2026

More bears join the chorus

By Roger Montgomery

As the list of bears publicly declaring the end of the stock market’s bull run grows, so does the wave of charts, indicators and correlations used to explain or justify the growing chorus of crash predictions. The bear camp’s advocates now include, most vocally, Scott Galloway, Ray Dalio and Michael Burry, and perhaps more reservedly, Torsten Sløck.
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May 21, 2026

They can’t all be wrong at the same time. Can they?

By Roger Montgomery

Four consecutive years of high double-digit returns in the stock market is a rare occurrence.   Indeed, it’s happened once in 100 years. If this year ended on a high, it would be the second time investors enjoyed four consecutive high-returning years.
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May 20, 2026

Scott Galloway predicts US$10 trillion market wipeout

By Roger Montgomery

Scott Galloway is an American academic, author, podcast host, and serial entrepreneur. He’s best known as a Clinical Professor of Marketing at the New York University Stern School of Business and a prominent commentator on big tech, modern economics, and social trends.
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