Video Insights
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Montgomery Small Companies Fund 30 June 2022 Update
Dominic Rose
July 12, 2022
The Montgomery Small Companies Fund performance was a story of two halves during the financial year ending 30 June 2022, with strong returns posted in the first six months, followed by negative returns in the ensuing months. With the S&P/ASX Small Ordinaries Accumulation Index down 19.52 per cent for the financial year, there have been a narrow channel of sectors and companies that have done well. continue…
by Dominic Rose Posted in Montgomery News and Updates, Video Insights.
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Polen Capital Global Growth Fund 30 June 2022 Update
Roger Montgomery
July 8, 2022
Since the inception of the Polen Capital Global Growth Fund in 2014, the team at Polen Capital have delivered impressive outperformance. However, since January this year, the Fund’s performance has been adversely impacted. continue…
by Roger Montgomery Posted in Polen Capital, Video Insights.
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The Montgomery Fund 30 June 2022 Update
Roger Montgomery
July 7, 2022
The Montgomery Fund performance was a story of two halves during the financial year ending 30 June 2022, with solid returns posted in the first six months, outperforming the market as measured by the S&P / ASX 300 Accumulation Index. However, with several macro challenges facing investment markets, we have delivered a negative return in the ensuing six months despite a broadly defensive portfolio. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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Polen Capital Global Small and Mid Cap Fund 30 June 2022 Update
Roger Montgomery
July 5, 2022
Our timing of the launch of the Polen Capital Global Small and Mid Cap Fund has unfortunately coincided with a broad global sell-off that has been tough to navigate for investors who focus on quality and growth. continue…
by Roger Montgomery Posted in Polen Capital, Video Insights.
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How much would higher immigration rates help equity markets?
Roger Montgomery
July 5, 2022
In this week’s video insight Roger discusses how the fate of equity markets now hinges materially, but not solely, on the employment picture and the how central banks navigate the very serious choice they have to make between inflation or recession. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Relief rally or sustained bounce?
Roger Montgomery
July 1, 2022
In this video insight Roger discusses current market conditions with equities having rallied off the lows recently thanks to a lower oil price and a retreat in bond yields amid fears of a recession. Have we reached the bottom yet? continue…
by Roger Montgomery Posted in Video Insights.
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Why I’m less pessimistic about rising official cash rates
David Buckland
June 29, 2022
In this week’s video insight David identifies why he is less pessimistic about rising official cash rates than many commentators, and with the damage done to share prices since late-2021 why we might soon be provided with some good opportunities to buy high quality businesses at very reasonable prices. continue…
by David Buckland Posted in Video Insights.
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What to expect from the stock market?
Roger Montgomery
June 23, 2022
In this week’s video insight Roger discusses what could be next for the stock market. We already know that P/E ratios have compressed considerably, and taken into account all of the increase in bond rates. What they haven’t done, of course, is priced a very significant recession, nor have they priced the possibility of a financial crisis of any description. But what happens if rates stop rising, and if economies don’t go into a recession, and we don’t get a financial crisis? continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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Why I am personally adding to my equity investments
Roger Montgomery
June 1, 2022
In this week’s video insight Roger discusses how the higher interest rates expected from the U.S. Federal Reserve are almost entirely responsible for the sell-off in the stock market, causing the Price Earnings (P/E) compression we have seen to date. Unless the Fed surprises with even more aggressive rate hikes, the future direction of the market should now be determined by earnings growth. continue…
by Roger Montgomery Posted in Video Insights.
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Why every setback is accompanied by a different narrative
Roger Montgomery
May 16, 2022
In this week’s video insight Roger discusses why setbacks are a necessary part of investing, especially for those keen to realise better returns. Remembering that the lower the price you pay, the higher your returns, it makes sense that we should welcome market pullbacks. Eventually, there will be an end to rising interest rates and eventually, inflation will peak. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
