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The RBA’s battle with inflation: Examining the latest data points
Brett Craig
October 3, 2023
The Australian Bureau of Statistics (ABS) released some important data points last week on the state of inflation and the national accounts. The headline figures did not demonstrate the signs of contraction the Reserve Bank of Australia (RBA) is trying to achieve, however looking into the underlying causes and effects can provide some clarity and sense of optimism. continue…
by Brett Craig Posted in Aura Group, Market commentary.
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10 reasons to consider private credit
Roger Montgomery
September 13, 2023
Fifteen years ago, many of my friends were in their early to mid-fifties. With retirement still a long way off, and living their best lives, the volatility of the stock market was something to be endured, if not salivated over, because it was the price to pay to create serious wealth. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Investing Education.
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Aura Private Credit insights: monthly CPI indicator is easing
Brett Craig
September 4, 2023
The monthly Consumer Price Index (CPI) indicator is continuing to show signs of easing. The 12 months to July reported a 4.9 per cent increase, which is down from the June figure of 5.4 per cent. This is a significant improvement off the back of the 8.4 per cent peak in December 2022. This is the lowest inflation rate since February 2022. The most notable prices increases were in housing and food and beverages. The decline in the price of fuel offset the rise for the July period. continue…
by Brett Craig Posted in Aura Group, Market commentary.
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Aura Private Credit insights: Are the rising interest rates finally having their desired effect?
Brett Craig
September 1, 2023
The latest monetary policy decision made in August was to hold the cash rate at 4.10 per cent. With the Reserve Bank of Australia’s (RBA) monetary policy meeting next week, many are wondering if the RBA has another rate hike up their sleeve. Whilst many believe we are nearing the top of the rate hiking cycle, understanding the current economic conditions will assist in determining the probability of an interest rate hike versus a hold on interest rates. continue…
by Brett Craig Posted in Aura Group, Market commentary.
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Private Credit outclassing the asset classes
Roger Montgomery
August 30, 2023
Every six months, Morningstar assembles its Annual Asset Class Returns “gameboard” (Figure1.). The matrix displays the performance of seven major asset classes over the last 20 financial years to 30 June 2023. While the compilation doesn’t offer much by way of predictive value, its usefulness is in its educational content. continue…
by Roger Montgomery Posted in Aura Group, Market commentary.
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WHITEPAPER
WITH PRIVATE CREDIT FUNDS IT’S PROTECTION NOT A RECESSION THAT MATTERS
Many investors think about investing ‘tactically’, by waiting for a recession or some sort of economic setback before proceeding. But this is not required with private credit. Our latest whitepaper reveals why protection is more important than recession for a fund earning monthly income.
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Aura Private Credit letter to investors: 04 August 2023
Brett Craig
August 7, 2023
Over the last two weeks we have explored the different loan and security types of the Aura Private Credit strategies hold exposure to via relationships with non-bank lenders we see as best of breed. These lenders provide Australian small- to-medium enterprises (SME) with specialised funding solutions, utilising securitisation warehouse structures, provided by the Aura Private Credit strategies, as investment vehicles. continue…
by Brett Craig Posted in Aura Group.
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Why invest in Private Credit through Brett Craig’s Aura High Yield SME Fund
Roger Montgomery
August 3, 2023
For decades in the U.S. and Europe, private credit investing has been the prized preserve of High Net Worth, Ultra High Net Worth and Family Office investors. Indeed, ‘private debt’, as it’s known in Europe, may eventually become a centrepiece of the portfolio allocation model and no longer a satellite enhancement, and in doing so, will simultaneously highlight its burgeoning role within the financial ecosystem. continue…
by Roger Montgomery Posted in Aura Group.
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Aura Private Credit letter to investors: 28 July 2023
Brett Craig
July 31, 2023
Last week we commenced a series exploring the different loan and security types of the Aura Private Credit strategies hold exposure to via relationships with non-bank lenders we see as best of breed. These lenders provide Australian SMEs with specialised funding solutions, utilising securitisation warehouse structures, provided by the Aura Private Credit strategies, as investment vehicles. continue…
by Brett Craig Posted in Aura Group, Editor's Pick.
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Aura private credit: Letter to investors 21 July 2023
Brett Craig
July 26, 2023
The Aura Private Credit strategies partner with best of breed non-bank lenders who provide Australian SMEs with specialised funding solutions. These lenders utilise alternative security forms which the banks may be unable to use due to prudential regulations that govern the banking system in Australia. continue…
by Brett Craig Posted in Aura Group.
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Private Credit: a smart choice
Roger Montgomery
July 17, 2023
For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners. And the stock market provides investors with access to many of the very same businesses. Purchase at a rational price a portfolio of businesses whose earnings march upwards over the years, and so will the market value of your portfolio. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
