In yesterday’s interview with Ausbiz, we discussed the rising importance of private credit as a key asset class, with projections indicating it could double by 2028 to nearly $2.8 trillion. I ...

In this week’s video insight, I explore how private credit is transforming portfolio diversification. As banks reduce lending due to tighter regulations, private credit has stepped in, with the market ...

Last night on ABC Nightlife, I joined Philip Clark to discuss the challenges of predicting market turning points. We also explored the concerning state of China’s economy, where plummeting property ...

One of the significant shifts coming from artificial intelligence (AI) is associated with the incredible demand for data centre power. When analysing rack power density, or the power draw of a single, ...

Warren Buffett once said: “We look for three things when we hire people. We look for intelligence, we look for initiative and we look for integrity. And if they don’t have the latter, the first two ...

Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, ...

“This is a book you simply must read. The very best investors in the world are “value” investors.” Having delivered a superior track record of returns and capital preservation, investors also benefit ...

Over 11,000 Australian companies entered administration in the 2023/ 24 financial year. The bad news continued with a further 3,300 insolvencies in the September 2024 quarter. This is around four ...