Video Insights
-
The rise of Telix Pharmaceuticals
David Buckland
May 28, 2024
In this week’s video insight, I discuss the remarkable progress of Telix Pharmaceuticals (ASX:TLX). Over the past ten months, Telix’s share price has seen significant growth, driven by advancements in radiation imaging and therapy technologies. Their flagship product, Illuccix, is gaining traction in the market. With impressive revenue growth and strategic acquisitions, Telix Pharmaceuticals is well-positioned for continued success in the healthcare sector. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like, Video Insights
-
Should BHP keep bidding against itself?
David Buckland
May 23, 2024
In this week’s video insight, Sean Sequeira and I discuss the strategic decisions within the mining sector, highlighted by BHP’s latest bid for Anglo American. This move, part of a broader trend of significant acquisitions, could reshape the competitive landscape by boosting BHP’s (ASX:BHP) production in iron ore, copper, and metallurgical coal. We also explore how other industry giants like Rio Tinto (ASX:RIO) are positioning themselves amidst these shifts, focusing on internal growth and strategic asset management. Join us as we delve into these developments and their implications for the global mining industry. continue…
by David Buckland Posted in Video Insights.
- save this article
- POSTED IN Video Insights
-
How private credit funds can be your ally during Australia’s cost of living crisis
Roger Montgomery
May 15, 2024
In this week’s video insight, I discuss how private credit funds can be an effective strategy for Australians, especially during the current cost–of–living crisis. I delve into why these funds might be a helpful addition to your investment portfolio, particularly in these challenging economic times. I provide a general overview of private credit as an asset class and explore its potential benefits, including the potential for regular income generation and risk management. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
- 4 Comments
- save this article
- POSTED IN Aura Group, Editor's Pick, Video Insights
-
Are we in an era of higher interest rates?
David Buckland
May 10, 2024
In this week’s video insight, I discuss the transition from a long period of unusually low interest rates to what may be a new era of higher interest rates. Following the global financial crisis (GFC) in 2008, the U.S. Federal Reserve (Fed) implemented a policy of keeping the Fed funds rate extremely low, which encouraged fiscal behaviours based on the assumption of persistent low inflation. However, recent spikes in inflation and cost of living, alongside escalating U.S. public debt and government spending, prompt a reevaluation of this policy. continue…
by David Buckland Posted in Economics, Video Insights.
- save this article
- POSTED IN Economics, Video Insights
-
Navigating the Victorian rental crisis
Roger Montgomery
May 8, 2024
In this week’s video insight, I explore the challenging dynamics of the Victorian rental market – a pressing issue that uniquely impacts both renters and investors. Amid a nationwide rental crisis, Victoria stands out due to its plummeting rental vacancy rates and the surprising exodus of investors from the market. Despite what seems like a prime scenario for property investors, with demand high and supply low, why are many opting to leave? I delve into the reasons behind the investor retreat, explore the economic forces at play, including significant tax increases and the broader implications of these changes. continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Property, Video Insights.
- 2 Comments
- save this article
- POSTED IN Economics, Editor's Pick, Property, 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 -
The U.S. budget deficit, stubborn U.S. interest rates and a record gold price
David Buckland
April 29, 2024
In this week’s video insight, David Buckland explores the U.S. budget deficit, steadfast U.S. interest rates, and surging gold prices. As the deficit surpasses projections and interest rates remain high, investors eye the soaring gold market. David delves into the performance of gold-focused companies like Gold Road Resources (ASX:GOR), Ramelius Resources (ASX:RMS), and RED 5 (ASX:RED), predicting a shifting landscape as the appeal of the U.S. Dollar wanes. continue…
by David Buckland Posted in Economics, Video Insights.
- watch video
- save this article
- POSTED IN Economics, Video Insights
-
Analysing Nvidia’s growth trajectory and valuation challenges
Roger Montgomery
April 18, 2024
In this week’s video insight, I delve into Nvidia’s (NASDAQ:NVDA) remarkable trajectory, from a key player in the autonomous car industry to a soaring tech giant, and its subsequent 1300 per cent rally. However, beyond Nvidia’s individual narrative, I confront the core challenge of valuing growth, dissecting the balance between growth rate and sustainability over time. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications, Video Insights.
-
Why small cap companies are poised for growth in 2024
Roger Montgomery
April 12, 2024
In this week’s video insight, I delve into the promising realm of small cap companies for 2024, a sector where I’ve maintained a bullish stance since November 2022. The Small Ordinaries Index and the S&P600 Small Cap Index have shown noteworthy gains, underscoring the potential that these companies hold in a recovering economy. As global economic indicators signal a gradual improvement and the potential for a disinflationary boom, the stage is set for innovative small caps to thrive, especially with interest rates poised for a cut. continue…
by Roger Montgomery Posted in Small Caps, Video Insights.
- save this article
- POSTED IN Small Caps, Video Insights
-
Equity markets amid disinflation and economic growth
Roger Montgomery
April 9, 2024
In this week’s video insight, I explore the equity market’s outlook, stressing the balance between disinflation and positive growth against the backdrop of potential inflation and economic slowdowns. Market dips, while concerning, are seen as opportunities, especially in smaller companies, provided inflation or recession risks don’t materialize. I highlight the significant role of the U.S. Federal Reserve and central banks in shaping expectations through interest rate policies. Recent shifts in market sentiment, driven by economic data and Fed caution, illustrate the challenge of forecasting amidst these uncertainties. continue…
by Roger Montgomery Posted in Economics, Video Insights.
- save this article
- POSTED IN Economics, Video Insights
-
The divided state of Australia’s property market
Roger Montgomery
March 29, 2024
In this week’s video insight, I explore the divided state of Australia’s property market, highlighted by the latest Australian Bureau of Statistics (ABS) figures. With new home lending showing an unexpected decline, the market seems to be at a crossroads between tightening credit conditions and rising investor interest. continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
