Video Insights
-
Thinking about asset allocation…
Roger Montgomery
February 3, 2025
In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using the analogy of a boat, I explain how equities can act as the engine driving growth, while credit serves as the hull that keeps you steady. The right strategy depends on your stage of life and financial goals. I also touch on the growing appeal of private credit for its potential to deliver strong returns with less volatility. The ultimate goal is to build a portfolio that’s built to last through all conditions.
by Roger Montgomery Posted in Investing Education, Video Insights.
- save this article
- POSTED IN Investing Education, Video Insights
-
The reality check from the DeepSeek-RI breakthrough
David Buckland
January 29, 2025
In this week’s video insight, I discuss the potential shift in the artificial intelligence (AI) and tech landscape following the emergence of DeepSeek-RI, an open-source AI rivaling Western models at a fraction of the cost. With Nvidia’s (NASDAQ:NVDA) recent sharp share price drop and questions around energy-intensive data centers, I explore how these developments could challenge U.S. tech dominance and reshape the AI market’s cost dynamics. continue…
by David Buckland Posted in Technology & Telecommunications, Video Insights.
-
The cost of market timing
Roger Montgomery
December 11, 2024
In this week’s video insight, I discuss how the pandemic reshaped investor behaviour, leading to riskier trading and poor market timing, as highlighted by Derek Horstmeyer, a finance professor at George Mason University in the U.S. Many investors lost billions annually due to panic-driven decisions, emphasising the importance of a long-term approach. I discussed the importance of viewing markets as opportunities to invest in real businesses rather than speculating and underscored that long-term strategies outperform attempts at timing the market, as evidenced by the Montgomery Small Companies Fund’s returns over the last two years.
by Roger Montgomery Posted in Small Caps, Video Insights.
- save this article
- POSTED IN Small Caps, Video Insights
-
Myth: Private credit is illiquid – investors’ funds are locked in until maturity
Roger Montgomery
November 18, 2024
In this video, Brett Craig from Aura Credit Holdings addresses the myth that private credit is illiquid and funds are locked until maturity. He explains that the Aura Private Credit Income Fund offers monthly liquidity windows, allowing investors to redeem funds from available cash or loan repayments. continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
- save this article
- POSTED IN Aura Group, Video Insights
-
Myth: Private credit only involves lending to distressed businesses and sectors/industries
Roger Montgomery
November 4, 2024
In this short video, I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit, to addresses a common misconception: that private lending is only for distressed businesses. Brett explains that the Aura Private Credit Income Fund does not deal with distressed debt but focuses on providing capital to quality Australian businesses. After regulatory changes post-GFC, major banks shifted focus, leaving a $400 billion funding gap that private credit funds are now filling to help these businesses grow and thrive. continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
- save this article
- POSTED IN Aura Group, Video Insights
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Myth: Private credit does not perform well in disruptive economic conditions
Roger Montgomery
October 29, 2024
In this short video I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit to discuss a common myth that private credit does not perform well in disruptive economic conditions. With some private credit funds being relatively new, and not having experienced a full economic cycle, we dive deeper into this topic. continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
- save this article
- POSTED IN Aura Group, Video Insights
-
Myth: Private credit investments are not diversified
Roger Montgomery
October 22, 2024
In this short video I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit for a brief discussion on managing risk through diversification in investment funds. I introduce the concept by addressing a common myth that private credit may not be diversified enough. Brett explains the approach with the Aura Private Credit Funds which focuses on diversifying risk across various industries, geographies, and lenders. continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
- save this article
- POSTED IN Aura Group, Video Insights
-
Montgomery Small Companies Fund 5-year anniversary
David Buckland
October 8, 2024
In this week’s video insight, I am joined by Gary Rollo and Dominic Rose, portfolio managers of the Montgomery Small Companies Fund, as they celebrate the fund’s five-year milestone. They discuss the fund’s impressive performance, having delivered a 9.3 per cent compound annual return and outperforming the S&P/ ASX Small Ordinaries Index by 33 per cent since its inception in 2019. Despite market volatility, including the COVID-19 pandemic and central banks’ rapid rate hikes, the fund has consistently identified growth opportunities. Gary and Dominic share their investment approach and outlook for small caps, highlighting their strategy to capitalise on emerging market conditions.
by David Buckland Posted in Small Caps, Video Insights.
- save this article
- POSTED IN Small Caps, Video Insights
-
Myth-busting private credit
Roger Montgomery
October 1, 2024
In this week’s video insight, Brett Craig, Director at Aura Credit Holdings, our partner in private credit, and I discuss some common myths surrounding private credit. Together, we explore the evolving landscape of lending to small and medium-sized corporates in Australia, shedding light on the risks, returns, and opportunities. Brett provides valuable insights into the Aura Private Credit Income Fund, and we take a closer look at the strategies used to mitigate risks in this growing market. continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
- 2 Comments
- save this article
- POSTED IN Aura Group, Video Insights
-
Unlocking opportunities in Private Credit: Key insights from the Foresight Analytics report
Roger Montgomery
September 24, 2024
In this week’s video insight, Brett Craig, Director of Private Credit at Aura Credit Holdings, and I discuss the growing private credit market in Australia and the critical role non-bank lenders are playing in funding small and medium-sized corporates. As traditional banks retreat from lending to these businesses due to regulatory changes, like Basel III, a significant gap has emerged – creating an opportunity for private investors to step in. Together, Brett and I explore the key findings from the recent Foresight Analytics SME Lending Report, revealing how this shift is reshaping the financial landscape and providing attractive, uncorrelated returns for investors.
by Roger Montgomery Posted in Aura Group, Video Insights.
- save this article
- POSTED IN Aura Group, Video Insights
