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latest feature

What constitutes a quality business?

latest feature

What constitutes a quality business?

David Buckland
March 17, 2023

With the demise of Silicon Valley Bank (SVB) and the effect on Credit Suisse – its share price has declined 90 per cent in five years to CHF1.70 – I thought it appropriate to return to basics and dig a bit deeper into what constitutes a “Quality” business, also known as a “Compounding Machine.” continue…

With the demise of Silicon Valley Bank (SVB) and the effect on Credit Suisse – its share price has declined continue...

by David Buckland Posted in Investing Education.
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QBE Insurance Group
Is QBE finally back on track?
March 9, 2023

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David Buckland video
Polen Capital expands its global emerging markets footprint
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Time to get back to basics
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February 23, 2023
by Scott Phillips
  • USA – turning $1 into $70,000 over 123 years – that’s 9.5% p.a.

    David Buckland
    March 22, 2023

    Cantering through the Credit Suisse Returns Yearbook 2023, released about one month ago by the now defunct 166 year old bank, I came across some interesting data I wanted to share with you. Continue…

    by David Buckland Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Volatility is the window to opportunity

    Michael Gollagher
    March 21, 2023

    In the past fortnight we have seen the markets swing from a focus on interest rates and inflation, to the prospect of the stability of the Global Financial System post the failure of Silicon Valley and Signature Banks in the U.S. This has also made its way to Europe with turmoil surrounding Credit Suisse, and a subsequent financing package being supplied by the Swiss Central Bank to calm short term nerves around their stability and also a demonstration of Government’s willingness to act. Continue…

    by Michael Gollagher Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
  • Radio

    ABC Nightlife: Economic growth but financial headwinds ahead?

    Roger Montgomery
    March 20, 2023

    Roger joined Philip Clark on ABC Nightlife to discuss what to make of the Silicon Valley Bank collapse. Since 2008 banks have been operating in a world of ultra-low interest rates and periodic injections of electronic cash from central banks. What are the ramifications on our world markets? Listen to our interview here:
    ABC Nightlife: Economic growth but financial headwinds ahead?

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
    Radio
  • Stock market change

    This too will pass

    Roger Montgomery
    March 20, 2023

    Market and finance commentators have expended enormous energy writing on the subject of the collapse of Silicon Valley, Signature and Silvergate banks, and the subsequent challenges faced by Credit Suisse. And equally expert commentary will soon speculate about who’ll be next and then about those that subsequently do collapse (First Republic Bank anyone?) Continue…

    by Roger Montgomery Posted in Global markets.
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    • POSTED IN Global markets.
    Stock market change
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  • US-recession

    What does the U.S. yield curve tell us about recessions?

    Roger Montgomery
    March 16, 2023

    Today, the vast majority of the U.S. yield curve is negatively sloped. Every time this has happened in the past, a recession soon followed. This is no doubt troubling for those adversely affected. But, as an investor, I am not unduly concerned – any market turmoil could present opportunities to invest in quality businesses at bargain prices. Continue…

    by Roger Montgomery Posted in Global markets.
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    • POSTED IN Global markets.
    US-recession
  • David Buckland video

    Polen Capital expands its global emerging markets footprint

    David Buckland
    March 15, 2023

    In this week’s video insight David provides an update on our global equity partner Polen Capital including how the Polen Capital Global Emerging Markets Growth Team selects what they believe are high quality 25-40 companies with difficult-to-replicate competitive advantages.

    Continue…

    by David Buckland Posted in Polen Capital, Video Insights.
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    • POSTED IN Polen Capital, Video Insights.
    David Buckland video
  • Aura Private Credit

    Aura Private Credit: Letter to investors 10 March 2023

    Brett Craig
    March 14, 2023

    The RBA is “resolute in its determination to return inflation to target and will do what is necessary to achieve that.” Last week’s 25 basis point rise to the official cash rate, now sitting at 3.6 per cent, forms part of the RBA’s approach to reign inflation back into the 2-3 per cent target range, implying that further pain is ahead. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
  • US bank collapses

    Another U.S. Bank fails overnight. Now it’s three.

    Roger Montgomery
    March 13, 2023

    Everyone’s talking about the collapse of Silicon Valley Bank (SVB) – the largest bank failure since the global financial crisis – and debating whether it’s the start of another financial crisis. There’s Bill Ackman on one side of the Twitterverse, suggesting more banks will collapse like dominos, while on the other side, there’s U.S. President Joe Biden, who points to the safeguards introduced after the global financial crisis to stop another financial crisis from occurring again. Continue…

    by Roger Montgomery Posted in Financial Services, Global markets.
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    • POSTED IN Financial Services, Global markets.
    US bank collapses
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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

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