Video Insights
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Investing in emerging markets – technology and AI
Roger Montgomery
May 1, 2025
In the final part of this series, I speak with June Lui, Portfolio Manager and Analyst from Polen Capital’s Emerging Markets Growth Team, to explore China’s dominance in artificial intelligence (AI), and innovative technologies.
We discuss how Polen Capital – our investment partner in global equities – evaluates whether new technology companies are capable of generating profitable growth. June shares insights on the excitement around AI developments, such as DeepSeek, and whether these companies will be able to compete with established technology giants. We also discuss the potential for opportunity in large and small language models. continue…
by Roger Montgomery Posted in Video Insights.
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Telix’s growth momentum continues
David Buckland
April 28, 2025
In this week’s video insight, I discuss the growth of Telix Pharmaceuticals (ASX:TLX). When the Montgomery Fund, The Montgomery [Private] Fund, and the Australian Eagle Trust Long Short Funds first invested in TLX, the share price was around A$11. Since then, the company’s share price has risen to A$26.75 with a market capitalisation of A$9 billion. continue…
by David Buckland Posted in Video Insights.
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Investing in emerging markets – governance and strategy
Roger Montgomery
April 24, 2025
This week we bring you part two of our ‘investing in emerging markets’ video series featuring June Lui from Polen Capital, our investment partner in global equities. June is a Portfolio Manager and Analyst in Polen Capital’s Emerging Markets Growth team and has two decades of experience in Asian markets. continue…
by Roger Montgomery Posted in Video Insights.
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Investing in gold – the bear case
Roger Montgomery
April 15, 2025
Last week I explored the bullish perspective of investing in gold. As promised, this week I will explore the viewpoints of several gold bears. continue…
by Roger Montgomery Posted in Video Insights.
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Investing in gold – the bull case
Roger Montgomery
April 10, 2025
In this week’s video insight, we launch our two-part series on ‘investing in gold’. In this episode I explore commentary from a few prevalent gold bulls. continue…
by Roger Montgomery Posted in Video Insights.
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Is now the time to invest in China and emerging markets?
Roger Montgomery
April 4, 2025
This week we kick off part one of our new video series, ‘investing in emerging markets’ with our investment partner in global equities, Polen Capital. I interviewed June Lui, a portfolio manager and analyst from Polen Capital’s emerging markets growth team. With over two decades of experience in the Chinese industry, June offers insight into the Chinese economy and where it is headed. continue…
by Roger Montgomery Posted in Video Insights.
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Improving the return on your liquid assets
David Buckland
March 27, 2025
In this week’s video insight, I discuss how investors can potentially improve the return on their liquid assets by incorporating private credit in their portfolios.
Following the Reserve Bank of Australia’s (RBA) recent interest rate cut, Aura’s two private credit funds – the Aura Core Income Fund and the Aura Private Credit Income Fund – currently deliver higher yields when compared to traditional term deposits. continue…
by David Buckland Posted in Aura Group, Video Insights.
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The three key influences of market performance
Roger Montgomery
March 19, 2025
In this week’s video insight, I explore the three key influences of market performance – inflation, economic growth, and liquidity – and how they can adversely or positively affect the market. In January and February this year we have already seen; the launch of a Chinese LLM (Large Language Model) which created waves in the Artificial Intelligence (AI) space, Trump’s imposition of tariffs (across China, Canada, Mexio and Europe), rising inflation, and increased geopolitical tension. continue…
by Roger Montgomery Posted in Global markets, Market commentary, Video Insights.
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Reporting season wrap-up
Roger Montgomery
March 10, 2025
In this week’s video insight, I discuss the key takeaways from the latest earnings season and what they mean for investors. While many companies exceeded expectations, cautious guidance and trimmed ASX 200 forecasts suggest a slower recovery ahead. I also explore the growing role of artificial intelligence (AI) in earnings calls and whether it’s translating into real financial gains.
by Roger Montgomery Posted in Video Insights.
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Tariffs: how they work and their real impact
Roger Montgomery
March 7, 2025
In this week’s video insight, I discuss tariffs; what they are, how they work, and their broader impact. While much attention is on recent geopolitical theatrics, tariffs are reshaping trade and markets. Rather than speculating on their effects, I break down their mechanics, from taxation, to supply chains and consumer prices. continue…
by Roger Montgomery Posted in Video Insights.
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