Since January, world markets have been selling off. As a result, a number of quality small cap businesses are now trading at very attractive multiples. Is now a good time to invest in quality small caps? Continue…

by Roger Montgomery Posted in Market commentary.

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In a recent podcast, famed U.S. investor Howard Marks noted that “there are no facts about the future, just opinions.” But that truism hasn’t stopped three of his fellow billionaires – Bill Ackman, Stanley Druckenmiller and Ray Dalio – airing their views on the prospects for the global economy and investment returns. Continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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When markets head south, it’s a time for investors to rejoice and not despair. Because falling markets give you the chance to invest in quality businesses – often at knock-down prices. So, my advice right now is to make the market correction your ally, remembering that the lower the price you pay, the higher your long-term return is likely to be. Continue…

by Roger Montgomery Posted in Market commentary.

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In this video, Brett Craig explains the likely impact of rising interest rates, inflation, the possibility of a recession on small to medium enterprise businesses. He also reveals how these factors influence potential opportunities in the credit market. Brett then discusses why the Aura Core Income Fund has a preference for SMEs that have strong balance sheets, strong cash flows and a strong management team who are looking for funding for growth and profit initiatives. Continue…

by Roger Montgomery Posted in Aura Group, Investing Education, Video Insights.

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The correlation between money supply and equity market returns has never been clearer.  Right now, central banks are intent on fighting inflation by hiking interest rates and shrinking their balance sheets – which has led to the current market sell-off. But when central banks change tack, we should see markets rally once more. Continue…

by Roger Montgomery Posted in Global markets.

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The market is split on the investment case for consumer discretionary stocks. On the one hand, rate rises are designed to cool demand, and squeeze household cash flows and balance sheets. On the other hand, the labour market is strong, incomes are high, and people have savings buffers to draw upon. Roger joins Ausbiz to discuss the signs across the domestic and international economies that consumer demand is about slow. Watch: Why Roger is underweight consumer discretionary

by Roger Montgomery Posted in TV Appearances.

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Roger joined Philip Clark on ABC Nightlife to discuss whether interest rates will succeed in staving off a recession and how much of an impact we can expect on house prices. Today, CPI inflation has risen to 6.1 per cent and underlying inflation is 4.9 per cent. These are the highest rates in many years. There is a real economic challenge coming for the newly minted federal government.

Are continual interest rate rises the right approach to curbing a national recession?
Listen to the podcast here: ABC Nightlife 13 September 2022

by Roger Montgomery Posted in Radio.

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Fintech-based lenders have emerged since the introduction of the peer-to-peer platform Zopa in the United Kingdom in 2005. Fintech lenders aim to reduce friction in the borrowing process for their customers, reducing the turnaround time from application to funding and offer products which best suit the borrowing needs of the customer. Continue…

by Brett Craig Posted in Aura Group, Financial Services.

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