Aura Group
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Aura Private Credit: Letter to investors 25 November 2022
Brett Craig
November 25, 2022
This week, Governor Philip Lowe gave an address on inflation in a rapidly evolving economic environment. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 18 November 2022
Brett Craig
November 18, 2022
This week, the wage price index demonstrated that real wages are struggling to keep up with the rate of inflation. The labour force remains extremely tight, hitting a high point in 4 decades. With rates rising and migration coming back, we expect this to be close to the peak. continue…
by Brett Craig Posted in Aura Group.
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The Aura difference
Dean Curnow
November 10, 2022
Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds. continue…
by Dean Curnow Posted in Aura Group, Investing Education.
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Aura Private Credit: Letter to investors 4 November 2022
Brett Craig
November 4, 2022
This week, the Reserve Bank of Australia increased the Cash Rate by 25 basis points to 2.85 per cent and provided insight to the boards discussions surrounding future decisions. continue…
by Brett Craig Posted in Aura Group.
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Aura Private Credit: Letter to investors 28 October 2022
Brett Craig
October 28, 2022
This week, the Treasurer delivered the Federal Budget a day before the Australian Bureau of Statistics confirmed our expectations that inflation is still on the rise. The consensus view of the investment team was that the Federal Budget on the whole was conservative and responsible given the economic conditions we are currently experiencing and the degree of uncertainty that lays ahead. continue…
by Brett Craig Posted in Aura Group.
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Which investments made money in September 2022?
David Buckland
October 27, 2022
September was a very tough month for investors with the ASX 300 Accumulation Index down 7.6 per cent, the Australian Small Ordinaries Accumulation Index down 11.2 per cent and the MSCI World Accumulation Index in US$ down 9.5 per cent. Even Government Bonds declined in value with the ASX Australian Government Bond Index losing 1.7 per cent whilst the S&P U.S. Aggregate Bond Index declined almost 4 per cent. continue…
by David Buckland Posted in Aura Group.
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Aura Private Credit: Letter to investors 21 October 2022
Brett Craig
October 21, 2022
This week’s insights are focused on the RBA’s minutes released earlier in the week. The RBA has identified additional considerations being made that will influence their future rate decisions, with a hint of a slow down in rate rises. continue…
by Brett Craig Posted in Aura Group, Market commentary.
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MEDIA
Montgomery Investment Management launches retail credit fund
Roger Montgomery
October 10, 2022
Penny Pryor published an article in Industry Moves discussing the launch of the Aura Core Income Fund. The Aura Core Income Fund is an open-ended fund which invests in a pool of Australian private debt assets including asset backed SME loans. Read the article: Montgomery Investment Management launches retail credit fund continue…
by Roger Montgomery Posted in Aura Group, On the Internet.
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Aura Private Credit: Letter to investors 07 October 2022
Brett Craig
October 10, 2022
The Reserve Bank of Australia (RBA) landed on a 25 basis point rise last week, which some are viewing as adopting a “wait and see” approach. The 25 basis point rise last week brought the official cash rate to 2.60 per cent, the highest rate we have seen in nine years. continue…
by Brett Craig Posted in Aura Group.
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Aura Group’s private credit track record
Roger Montgomery
October 7, 2022
In this video, Brett Craig and Roger Montgomery discuss why private credit has been the preserve of high-net-worth investors, and why the banks pulled away from lending small amounts over the short term to small and medium businesses. Brett also reveals the Aura team’s track record in private credit through disruptive markets, how they navigate rising interest rates and the types of businesses for which they provide lending. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.