Insightful Insights

Investors understand the power of demographic information. Back in the early 1990s, when I was presenting to investors at ASX-sponsored conferences, I recall ‘time-lining’ the baby boomers and predicting – reasonably successfully, I might add – what industries the boomers would have a substantial impact on.   continue…

by Roger Montgomery Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

Have you noticed this year’s improvement in market sentiment? Having intimated its possibility throughout 2023, global equities are now demonstrating a broadly robust rise.

Despite economic and geopolitical uncertainty, the Polen Capital Global Growth Fund’s portfolio has also demonstrated striking performance, with expectations for continued success through the cycle.

continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education.

• save this article
• POSTED IN Insightful Insights, Investing Education

CSL Ltd (ASX:CSL)  – which labels itself as a multinational specialty biotechnology company – has long been one of the stars of the Australian market. Since listing in 1994, CSL has not missed a beat, with its share price soaring a massive 25,000 per cent.  It’s a long-term holding in the Australian Eagle portfolio and, with great management and a solid growth outlook, we continue to like what we see.

continue…

by Sean Sequeira Posted in Companies, Editor's Pick, Health Care, Insightful Insights.

• 4 Comments
• save this article
• POSTED IN Companies, Editor's Pick, Health Care, Insightful Insights

In my blog post last month, ‘Volatility is the window to opportunity’ I discussed how recent market volatility may represent an opportunity for investors to take advantage of investing in quality long-term assets and distressed assets at significant discounts. Interestingly, it did not take market participants too long to recognise these opportunities and to act on them. continue…

by Michael Gollagher Posted in Companies, Insightful Insights, Market commentary, Takeovers.

• save this article
• POSTED IN Companies, Insightful Insights, Market commentary, Takeovers

In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality, growing companies. So, the question is: how to find and invest in these companies? continue…

by Roger Montgomery Posted in Airlines, Companies, Editor's Pick, Insightful Insights, Investing Education.

• 2 Comments
• save this article
• POSTED IN Airlines, Companies, Editor's Pick, Insightful Insights, Investing Education

It’s probably no surprise that NSW Premier Dominic Perrottet – now expecting his seventh child, and with 11 siblings of his own – should be in favour of a ‘Big New South Wales.’ And urged on by leading bureaucrats, the new state Premier is backing a five-year doubling of the pre-pandemic migration rate, which he says will help boost the economy. But recent surveys show his views are in stark contrast to those of the general population. continue…

by Andreas Lundberg Posted in Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Insightful Insights

We understand the current difficult times families and communities are facing although we hope your Easter weekend was filled with quality family time. I wanted to share Andrea Bocelli’s performance in an empty Milan cathedral on Easter Sunday where he sang Amazing Grace. We hope this performance can lift your spirits. Stay safe.

by Roger Montgomery Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

Sorry to let ethics creep into my blog, but sometimes you just have to make a statement.  You see, right now, China is carrying out highly repressive policies reminiscent of George Orwell’s Nineteen Eighty-Four.  Given China’s global ambitions, these are scary times not just for Chinese people, but for all people who value freedom and democracy. continue…

by Roger Montgomery Posted in Editor's Pick, Insightful Insights.

• 19 Comments
• save this article
• POSTED IN Editor's Pick, Insightful Insights

As we head into annual general meeting (AGM) season in Australia, one of the topics that will no doubt receive some focus will be management remuneration. This is increasingly a vexed issue in Australia and other developed markets, with management remuneration generally having skyrocketed in relative terms in recent decades. continue…

by Tim Kelley Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

Warren Buffett has observed that honesty is the most important trait in the people you work with. The same might be said of firms you invest in. Which makes a recent study into cultural honesty interesting reading. It found that Switzerland is the most honest country in the world. Any guesses for which nations are least honest? continue…

by Roger Montgomery Posted in Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Insightful Insights