As investors, we can’t drive the car with our eyes on the rear-view mirror, even in the current murky conditions. So where should you look at investing in 2023? watch here
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Fear and Greed: an investor’s guide to mergers and acquisitions
Roger Montgomery
February 6, 2023
Roger joined Sean Aylmer on the Fear and Greed interview to discuss mergers and acquisitions. What does a company look for when considering a takeover and what happens when they pay too much?
by Roger Montgomery Posted in Podcast Channel.
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Why I’m cautiously optimistic about 2023
Roger Montgomery
February 6, 2023
A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has even warned that stocks could plunge a ‘stomach-churning 50 per cent’ from here. But I’m not so sure. I think there are plenty of reasons to be cautiously optimistic about the year ahead. Continue…
by Roger Montgomery Posted in Market commentary.
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Australian superfunds driving growth in private debt
Dean Curnow
February 3, 2023
At the end of 2021, Ernst and Young in an annual paper exploring the private debt market in Australia estimated its size to be AU$133 billion and growing 21 per cent year on year.[1] Whilst at a record size for Australia, it remains vastly immature when compared globally where the private debt market is estimated to be as large as US$1.2 trillion which has grown by 13.5 per cent annually over the last decade.[2] Continue…
by Dean Curnow Posted in Aura Group.
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Wonderful companies at wonderful prices?
Polen Capital
February 2, 2023
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”1 This well-worn adage from Warren Buffett has guided our investment approach for over thirty years and is the title of a piece we published in 2018.2 Given recent market conditions, we’ve chosen to revisit this concept. Continue…
by Polen Capital Posted in Polen Capital.
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My top picks in the resources sector
Gary Rollo
January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. Continue…
by Gary Rollo Posted in Companies, Energy / Resources, Stocks We Like, Video Insights.
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February 2023 reporting season calendar
David Buckland
January 30, 2023
Australia may have fared better than its international peers, but markets still took a pummelling in 2022. With the scoresheet now posted for last year’s returns it is worth considering what may be in store for investors in 2023. Over the next month Australia’s largest companies will report their half-year financial reports.
Continue…by David Buckland Posted in Investing Education.
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A $9 billion Opportunity for Non-bank SME Lenders
Brett Craig
January 30, 2023
The conclusion of the Term Funding Facility and conclusion of the Federal Government Coronavirus SME Guarantee Scheme means approximately $9 billion1 of SME credit will require refinancing by Australian non-bank lenders over 2023 and 2024. Continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 27 January 2023
Brett Craig
January 27, 2023
This week, the December 2022 quarterly Consumer Price Index (CPI) reported the fourth consecutive quarter to show a rise greater than any seen since the introduction of GST in 2000. With the persistent inflationary pressure not yet showing any signs of slowing, further RBA rate rises are certainly on the cards. Continue…
by Brett Craig Posted in Aura Group, Editor's Pick.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
READ HERE