When markets behave like a voting machine, they tend to ignore a business’ underlying fundamentals. Learn more.
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Aussie stock market got you down? Look over the ditch
Roger Montgomery
June 24, 2022
In this video for Ausbiz Roger discusses bear markets. The current bear market became official on 20 May 2022. The S&P500 is currently around 24 per cent below its all-time highs. Bear markets don’t last forever. Roger discusses the averages of previous bear markets as guide from when investors will be back in positive return territory. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Hang onto your hat, as the free money epoch comes to an end
Roger Montgomery
June 23, 2022
The last couple of years have been one helluva ride, haven’t they? Thanks to a heady cocktail of record low interest rates and massive government stimulus, we’ve seen ballooning valuations for companies with no profit – and little or no prospect of making any. But the free money epoch is now ending, and the dire consequences have only just begun for these companies and their shareholders. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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What to expect from the stock market?
Roger Montgomery
June 23, 2022
In this week’s video insight Roger discusses what could be next for the stock market. We already know that P/E ratios have compressed considerably, and taken into account all of the increase in bond rates. What they haven’t done, of course, is priced a very significant recession, nor have they priced the possibility of a financial crisis of any description. But what happens if rates stop rising, and if economies don’t go into a recession, and we don’t get a financial crisis? Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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A deep dive on the Aura High Yield SME Fund – Part 2: How does investing work?
Dean Curnow
June 22, 2022
Last week we looked under the hood on how the Aura High Yield SME Fund provides financing to the Australian SME market through fintech enabled lending platforms. In this article we discuss the mechanics of investing as a wholesale investor and answer some of the operational questions we receive from interested investors. Continue…
by Dean Curnow Posted in Aura Group.
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The size of the hangover usually corresponds with the size of the party!
David Buckland
June 22, 2022
Is this upcoming economic slowdown going to be a minor flesh-wound or a significant recession? At Montgomery Investment Management, we are receiving a lot of inquiry about adding to investments (minor flesh wound) versus a significant recession (the bear market has a long way to run). Continue…
by David Buckland Posted in Global markets, Market commentary.
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How to use Warren’s wise words to see you through this downturn
Roger Montgomery
June 21, 2022
Over the years, legendary investor Warren Buffett has become the Shakespeare of the investment world, whose words of advice are quoted far and wide. In a recent article in The Australian, Nadine McGrath listed some popular Buffett quotes she thought might help nervy investors navigate these volatile times. Here are some of my favourites from the list. Continue…
by Roger Montgomery Posted in Investing Education.
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Q&A: The global opportunity with smaller, burgeoning companies
Polen Capital
June 20, 2022
The global small and mid-cap (SMID) space is a vast and inefficient universe of opportunity where disciplined research can be an edge. We aim to deliver a differentiated portfolio that avoids the common pitfalls of smaller cap investing by applying a high-quality approach to this compelling asset class. Here are five key questions on Polen Capital’s Small and Mid Cap strategy, answered by Rob Forker, Portfolio Manager and Analyst. Continue…
by Polen Capital Posted in Polen Capital.
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Aura High Yield SME Fund: Letter to Investors 17 June 2022
Brett Craig
June 20, 2022
This week the NAB released the May monthly business survey, reporting an easing in confidence but a strong outlook for conditions. Continue…
by Brett Craig Posted in Aura Group.
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
READ HERE