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Is our current version of capitalism failing people and our planet?
Roger Montgomery
December 7, 2022
In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics. Continue…
by Roger Montgomery Posted in Video Insights.
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Aura High Yield SME Fund wins prestigious award
Roger Montgomery
December 6, 2022
The influential 17th With Intelligence HFM Asian Performance Award ceremony for 2022 was held in Singapore on 30 November. Winning managers were selected from a variety of categories, including Arbitrage, Macro, Australian Equity, Asia ex-Japan, Managed Futures, Indian Equity, Chinese Equity, Global Equity, Fixed Income and High Yield Distressed Category. Continue…
by Roger Montgomery Posted in Aura Group.
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Making friends with fear
Roger Montgomery
December 5, 2022
In this interview on Ausbiz Roger discusses given where price-to-earnings ratios are today, there’s a much-better-than-even possibility investors who purchase shares in high-quality growth companies today, will not only benefit from the earnings growth produced by their selections but also the re-rating of price-to-earnings ratios to higher levels in the future. Watch: Making friends with fear
by Roger Montgomery Posted in TV Appearances.
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The people behind the process – Alan Kwan
Scott Phillips
December 5, 2022
As we broaden out the expert teams partnering with Montgomery, I take the opportunity to talk with Alan Kwan the Co-Portfolio Manager from Australian Eagle Asset Management. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Aura Private Credit: Letter to investors 02 December 2022
Brett Craig
December 2, 2022
This week, the Australian Bureau of Statistics released the monthly consumer price index, seeing a slight month-on-month fall, the Aura High Yield SME Fund was recognised in the HFM Asian Performance Awards 2022, as the top performing fund in the Fixed Income, High Yield & Distressed Category over the past 12 months in APAC, and our team attended the annual Australian Securitisation Conference. Continue…
by Brett Craig Posted in Aura Group.
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Are you looking for monthly income?
David Buckland
December 2, 2022
Investors looking for investment opportunities providing monthly cash income, may want to consider the Aura High Yield SME Fund or the Aura Core Income Fund. This is particularly suitable for investors who wish to source monthly income with lower volatility of returns. Continue…
by David Buckland Posted in Aura Group.
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A review of the Australian financial planning landscape in 2022
Dean Curnow
December 1, 2022
When I last updated our readership on the financial planning landscape in Australia, the number of registered advisers at the end of 2021 was down 11 per cent for the calendar year and total adviser numbers were just under 19,000 at the time. Fast forward to 30 September 2022, and the rolling 12 month fall in adviser numbers has increased to 14 per cent with total adviser numbers now around 16,500 as captured in the graph below. Continue…
by Dean Curnow Posted in Financial Services.
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AMP’s strong valuation case
David Buckland
November 30, 2022
In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market. A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP). Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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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.
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