As we kick off 2026, I turned to UK-based Crossborder Capital’s latest global liquidity update by Michael Howell, noting ...
I joined Sean Aylmer for Fear and Greed’s Summer Series to discuss whether the powerful rally driven by artificial ...
I joined Juliette Saly on Ausbiz to reflect on how markets closed out in 2025 and what may lie ahead in 2026. Last year was ...
I joined Sean Aylmer from Fear and Greed’s Summer Series to discuss the strengthening performance of Australian small caps, ...
I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, ...
In my video insight ‘How General Purpose Technology booms end”, last month, I spoke about the five stages of a GPT boom and the inevitable, sometimes violent, way they end. I suggested that while the ...
For the twelve months to December 2025, Gold rallied 64 per cent from US$2,693/oz to US$4,332/oz. And with the relatively weak Australian Dollar, the Aussie producers are enjoying a phenomenal gold ...
I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these ...
2025 has been an eventful year, with some strong returns – but what comes next? I joined Sean Aylmer from Fear and Greed for their Summer Series to break down the forces that shaped markets this year.
In my latest article for Firstlinks, I reflect on why 2025 delivered another strong year for equities, supported by the continued combination of disinflation and positive economic growth – with much ...
This Christmas, perhaps more than any other in recent years, it might be time to spare a thought for Ernest Hemingway’s short story The Capital of the World. Roger Montgomery is the Founder and ...