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In this interview for Ausbiz Roger discusses the Federal Reserve of the United States desire to shepherd the U.S. economy and the rest of the globe to a smooth landing as it moves quickly to a ‘neutral’ rate setting. Stagflation may be on the horizon, the term coined in the 1960s, refers to low economic growth combined with high unemployment and high prices. Many analysts predict inflation to rise before improving due to ongoing labour supply constraints, with 1.7 jobs available for every jobless worker. Listen to this six-minute interview: Roger joins Auzbiz 12 May 2022

by Roger Montgomery Posted in TV Appearances.

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Montgomery Investment Management will now distribute the Aura High Yield SME Fund on behalf of Aura Funds Management. The fund, which will be offered to wholesale investors, is a diversified portfolio of SME loans, 36% of which are in the agricultural sector. The weighted average loan is just shy of $145,000 with an average duration of four months. Read Jamie Williamson’s article here.

by Roger Montgomery Posted in On the Internet.

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Roger joined Sky News Business Editor Ross Greenwood on Thursday to discuss markets. Markets are set to remain volatile and difficult to predict on a day-to-day basis. A lot of companies have benefitted from what we call the COVID pull-through, so there’s a lot of COVID-related demand that was brought forward.  Listen to the 5-minute interview in this video: Roger joins Ross Greenwood 5 May 2022

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Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manages $80 billion in assets.

The Inside Investor recently met with Simon Gregory and Paul Williams from the Polen Capital investment team to discuss the “Polen style” of investing. Speaking about the expansion into Australia, Williams says, “we launched the first fund, Global Equities, about twelve months ago and expanded that to take into consideration the Global Smaller Mid-cap fund, late last year.” adds Williams. continue…

by Roger Montgomery Posted in In the Press, Polen Capital.

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Roger joined Jas on the Spark your FIRE podcast to discuss how the start of 2022 has seen the most unexpected black swan of all time – a war in eastern Europe. The Russia and Ukraine war will have long lasting implications on the global economy with impacts on supply chains and commodities. Listen via the embed player below:

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Roger joined Gemma Dale on the nabtrade podcast Your Wealth  to discuss how seriously we need to be taking rising inflation and which sectors for investors have the greatest potential. A lot has changed in markets this year and Roger thinks the most important switch has been the change in short-term inflation expectations and central banks starting the rate hikes. House prices are falling and business and consumer confidence are taking a hammering. Yet, at the same time, inflation is high and the employment rate is low.  

by Roger Montgomery Posted in On the Internet, Podcast Channel.

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In this interview for Ausbiz Roger discusses whether it is too late to get on board the lithium train. Lithium stocks have come off a little over the past few days, but is it too late to get on board? Regular readers will know about the forthcoming shortage of lithium, the decarbonisation investment theme and the Electric Vehicle revolution. Some companies are up dramatically over a year, although I believe this trend is secular and unstoppable. Watch here.

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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In this podcast with netwealth, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund at Polen Capital, shares how a concentrated portfolio of high-quality global companies can be a risk management tool and hedge against inflation. Jeff identifies the filters and “guardrails” that all investors should consider when shaping a portfolio capable of significant growth even within inflationary and unstable environments.

by Polen Capital Posted in Global markets, Podcast Channel.

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Ishan Dan published an article in The Inside Investor to discuss the world’s transformation to become sustainable. Ishan draw’s on Roger’s thoughts that the global electric vehicle market is forecast to grow 10-fold by 2025 and 50-fold by 2030. Read here. 

by Roger Montgomery Posted in On the Internet.

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In this video for Ausbiz Roger discusses the current bidding war for Uniti Wireless (ASX:UWL). There are currently two offers, Morrison & Co at $4.50 and MIRA at $5 and we think the business is really attractive. So how many others will join in and how far will the bidding war go? Watch here. continue…

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