Editor’s Pick
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WHITEPAPERS
With Private Credit Funds it’s protection not a recession that matters
Roger Montgomery
June 8, 2023
Private credit offers investors with an opportunity to earn steady monthly income, a simple way to diversify your portfolio – whilst providing protection against inflation and performance through the economic cycle. continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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Australian consumers tighten their collective belt
David Buckland
June 6, 2023
There is no shortage of negativity amongst Australians with many commentators predicting an Australian recession. First, there is the transfer from fixed rate mortgages to variable rate mortgages. continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Should we be in a recession already?
Roger Montgomery
June 2, 2023
We have been optimistic about the prospects for equities this year despite fears of recession. And even though investors have listed a deeply inverted U.S. Treasury yield curve, a sharp drop in the oil price, falling consumer demand, credit tightening and declining M2 money supply as reasons to justify expectations of a recession, the outcome is not guaranteed. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Quality growth – the recipe for success
Michael Gollagher
May 31, 2023
2023 has been a challenging year for stock markets, when we commenced in January we launched with a bang, with strong market returns occurring across the globe. By the time February approached volatility had set in and we find ourselves in a situation where like tropical weather, the forecast can change at a moment’s notice. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
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Not safe to re-enter still shark-infested (retail) waters
Roger Montgomery
May 24, 2023
Since rates commenced rising, we have been tracking the consumer closely, waiting for the inflection point where inflation and higher mortgage commitments meet the end of government financial support and savings dry up. continue…
by Roger Montgomery Posted in Consumer discretionary, Editor's Pick.
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MEDIA
ABC The Business: Afterpay and Zip could face tougher future under new laws
Roger Montgomery
May 23, 2023
I joined ABC’s The Business to discuss Buy Now Pay Later (BNPL) businesses including AfterPay and Zip. We always thought these companies were mediocre – they were over-valued, with unsustainable growth and increasing competition.
Way back in 2018 I warned investors about the BNPL space and continued to do so in 2019, and 2020, questioning how long the euphoria would last. Fast forward to today, BNPL providers are facing a raft of new regulations. Is their future now even more concerning?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Two stocks we currently like
Gary Rollo
May 19, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics. And we think Allkem is very attractive in the lithium sector. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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Why Australian Eagle invested in AMP
Sean Sequeira
May 11, 2023
Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector. Fast forward 60 years, and AMP is a shadow of its former self, and its share price has suffered accordingly – down 91 per cent since listing in 1998. Subsequent to its fall from grace, Australian Eagle identified certain factors which gave the company the chance to evolve and if successful, continue to play a big part in the financial services industry. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Why I think tech and small caps could rally this year
Roger Montgomery
May 10, 2023
With inflation finally coming down, it looks like the U.S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this year. That’s great news for equity markets, which tend to rally when rates are lower. And it’s particularly good news for technology stocks and small caps. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Three transport stocks we like
Roger Montgomery
May 3, 2023
In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now. Roger shares three transport companies that we currently have a positive view on including Transurban (ASX:TCL), Auckland International Airport (ASX:AIA) and Alliance Aviation Services (ASX:AQZ). continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.