Editor’s Pick
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Brett Craig introduces private credit and the Aura Core Income Fund
Roger Montgomery
September 9, 2022
In this video, Brett Craig and Roger Montgomery introduce private credit, the opportunity it offers for stable monthly income while seeking to preserve capital, why SMEs seek funding outside of the main banks, where the Aura Core Income Fund invests and how it makes a return for investors. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Montgomery News and Updates.
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An update on the Montgomery business
Roger Montgomery
September 7, 2022
In this week’s video insight I discuss the transformation Montgomery has undertaken over the last three years including our offerings from Gary Rollo and Dominic Rose’s Montgomery Small Companies Fund, our partnership with Polen Capital and their global offerings, our partnership with Aura Group to offer investors income strategies and most recently our partnership with Australian Eagle. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates, Video Insights.
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ARB and the long game
Roger Montgomery
September 6, 2022
ARB Corporation (ASX:ARB) – the Australian-based global manufacturer and distributor of aftermarket 4WD parts and accessories – has been a stellar performer since listing on the ASX in 1987. It’s a quality business, with sustainable and valuable competitive advantages that enjoys attractive long-term economics. ARB’s share price soared during the lockdowns, but has dropped over 42 per cent in the past year. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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August reporting season wrap
Roger Montgomery
September 5, 2022
In the wash-up of the FY22 reporting season a significant amount of focus has been directed to the proportion of companies that beat, met or missed expectations. Roughly 30 per cent of companies beat analyst forecasts, slightly more than 41 per cent were in line with estimates, and the remaining 29-odd per cent missed estimates. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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House prices fall as access to credit gets tighter
Roger Montgomery
September 2, 2022
Investors wondering where property prices might go next need only watch one indicator: access to housing credit. Because, as access to credit tightens, house prices fall. With credit getting harder to access since the end of 2021, it’s small wonder August saw the largest monthly decline in house prices in nearly 40 years. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Aura High Yield SME Fund: Letter to Investors 26 August 2022
Brett Craig
August 26, 2022
It was a relatively quiet reporting week from an economic and market perspective. Sometimes less news is good news! This week the ABS released the counts of Australian businesses, which outline the number of actively trading businesses, rates of entry to exit from the market sector of the economy and the rates of business survival. continue…
by Brett Craig Posted in Aura Group, Editor's Pick.
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Why we’re wedded to quality
Roger Montgomery
August 24, 2022
In this week’s video insight Roger asks if another leg lower in the market transpires, what should you invest in? High quality businesses, when the price-to-earnings are compressed, are bound to generate great returns in the future. In fact, the lower the price you pay for a high-quality business, the higher your return will be. But what is a high-quality business? continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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WHITEPAPERS
Are we there yet? What to do when the bottom of the market is unknown
Roger Montgomery
August 22, 2022
The current equity market environment reflects soaring inflation, increasing interest rates and the first half of calendar year 2022 saw a double-digit decline in most major indices. continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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Is the current rally premature?
Roger Montgomery
August 17, 2022
I believe there are good arguments the current rally is premature and might reverse. Keep in mind I am still long and heavily invested in equities. I just think the current rally has got ahead of itself. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Has peak inflation passed?
Roger Montgomery
August 16, 2022
In this week’s video insight I ask the question has inflation peaked, and is this leading optimism in the stock market? Stocks rallied sharply last week based on the better-than-expected consumer inflation (CPI) data. Consequently the U.S. Central Bank and the Reserve Bank of Australia will keep increasing interest rates this year, but then cut them next year thanks to a recession. Are these expectations reasonable? I look at some charts to answer this in the video. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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