rogermontgomery.com / Page 3

In my latest article for The Australian, I look at the growing pressure facing Australian homeowners as rising living costs, higher interest rates and mortgage repayments stretch household budgets. With mortgage stress at its highest level in 18 ...

Jeremy Grantham is considered one of the giants of the investment world. After his start as an economist for Royal Dutch Shell, he earned his MBA from Harvard before co-founding his first asset management firm and helping pioneer commercial indexing ...

I have spent the better part of the last 18 months warning investors the pattern of past returns from investing in new technology - what we refer to as General Purpose Technologies (GPT) - are likely to apply to the latest GPT- artificial ...

BCA Research (BCA), a global investment research firm, recently released its August 2026 market update, in which the authors argue against becoming defensive too early. According to BCA, the current bull market contains many of the necessary ...

Magellan Financial Group's operating profit for the 2026 financial year (FY26) modestly beat consensus, but the quality of the result was read as weaker, with pressure in investment management and a softer-than-expected contribution from Barrenjoey . ...

In my article for Firstlinks, I explore whether the extraordinary investment boom in artificial intelligence (AI) could ultimately end in financial pain for investors, even if the technology itself transforms society. History shows that revolutionary ...

Harvey Norman Financial Year 2026 (FY26) results: Australian squeeze, overseas drag, and what it signals for the broader economy Harvey Norman Holdings (ASX: HVN) released its FY26 full-year financial results and early FY27 trading update. While ...

For investors who still think of NRW Holdings (ASX:NWH) as simply a mining contractor, the Financial Year 2026 (FY26) result provides a useful reason to update that view. NRW has developed into a much broader Australian industrial contracting ...

Codan (ASX:CDA) is an Australian technology company that designs, develops, manufactures and markets communications and metal-detection equipment. Its two main operating segments are Communications and Metal Detection. Within those businesses sit ...