Investing Education
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The impact of rising rates and inflation
Roger Montgomery
September 20, 2022
In this video, Brett Craig explains the likely impact of rising interest rates, inflation and the possibility of a recession on small to medium enterprise businesses. He also reveals how these factors influence potential opportunities in the credit market. Brett then discusses why the Aura Core Income Fund has a preference for SMEs that have strong balance sheets, strong cash flows and a strong management team who are looking for funding for growth and profit initiatives. continue…
by Roger Montgomery Posted in Aura Group, Investing Education, Video Insights.
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Are demergers a value opportunity for shareholders?
Roger Montgomery
August 24, 2022
De-merging single or multiple operating business units into a separate entity is also known as a “spinoff”. The result: incumbent investors are frequently faced with the consequences of a company in which they own shares, rolling out one of its businesses to create a separately listed company. continue…
by Roger Montgomery Posted in Investing Education.
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A two-part framework for investing for growth
Roger Montgomery
August 15, 2022
There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch, diminishing Central Bank liquidity and escalating geopolitical tensions all have the potential to alter sentiment in a second and change the fortunes for many. continue…
by Roger Montgomery Posted in Investing Education.
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Framework for investing is working already
Roger Montgomery
August 2, 2022
We have been prompting investors over the last month or two to consider a framework for investing amid macro-economic, geopolitical and central bank chaos. Trying to pick how markets will respond to a barrage of sometimes conflicting influences is near impossible. The picture is so complex and dynamic, picking whether the market will fall or rise is at best just a guess. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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How to use Warren’s wise words to see you through this downturn
Roger Montgomery
June 21, 2022
Over the years, legendary investor Warren Buffett has become the Shakespeare of the investment world, whose words of advice are quoted far and wide. In a recent article in The Australian, Nadine McGrath listed some popular Buffett quotes she thought might help nervy investors navigate these volatile times. Here are some of my favourites from the list. continue…
by Roger Montgomery Posted in Investing Education.
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READ HERE -
Price and Value are two different things – just ask Canva investors
Roger Montgomery
June 3, 2022
With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between Price and Value. It may surprise investors that every business has a real worth or a true value that may bear no resemblance to the currently traded price. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Dollar-cost averaging to navigate market volatility
Toby Roberts
March 11, 2022
The events of 2022 to date, have undoubtedly brought the return of elevated levels of uncertainty and volatility to the world’s markets. The Chicago Board Options Exchange’s Volatility Index (commonly referred to as the VIX Index), a common gauge of broad market sentiment that measures expectations of near-term price movements of the S&P 500 Index, is currently sitting above 35 points, its highest mark since October 2020. continue…
by Toby Roberts Posted in Investing Education.
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Accessing Montgomery’s funds through a platform
Scott Phillips
February 4, 2022
During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on. Now many people may be asking what a “platform” is and what do they do. continue…
by Scott Phillips Posted in Investing Education.
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The de-risking process for “concept stocks”
David Buckland
November 23, 2021
I recently pointed out that around two-thirds of the 2,000 companies listed on the ASX are unprofitable. In this blog I thought it might be useful to focus on pre-profit companies, together with a handy list to assist investors to discern the wheat from the chaff. continue…
by David Buckland Posted in Investing Education.
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The blog benefits from takeovers, while investors benefit from the blog!
Roger Montgomery
July 9, 2021
I’m really impressed by the investment teams we have assembled here at Montgomery. Not only are the funds they are managing generating outperformance for investors, but they are producing content here at the blog that is proving extremely useful and profitable, for free! continue…
by Roger Montgomery Posted in Investing Education.
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