Video Insights
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Beyond fundamentals: Outlook on digital payments
Polen Capital
June 23, 2023
In this video Dan Davidowitz, Portfolio Manager and Analyst for Polen’s Focus Growth strategy, shares his insights on the often-misunderstood world of digital payments. Can the Visa and MasterCard duopoly be disrupted? continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Video Insights.
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Banks have left a $240 billion gap, now savvy investors are seeing opportunity
Brett Craig
June 15, 2023
Private credit used to be the domain of high net worth investors but that is all changing as nimble operators fill a gap in the market.There’s a $240 billion funding gap facing the small and medium enterprises (SMEs) that employ 70 per cent of the population. SMEs play an essential role in the economy. However, changes to regulatory requirements are making it harder for them to access funding to help them innovate and grow. continue…
by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
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An option for seeking regular income in a volatile world
David Buckland
May 25, 2023
In this week’s video insight David discusses how investors seeking regular income should consider the Aura High Yield SME Fund and the Aura Core Income Fund. As the Reserve Bank of Australia (RBA) have tightened their official cash rate over the past year, we have seen the monthly payments of the Aura fund’s jump from around 0.60 per cent per month towards 0.80 per cent per month. continue…
by David Buckland Posted in Video Insights.
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Two stocks we currently like
Gary Rollo
May 19, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics. And we think Allkem is very attractive in the lithium sector. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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What happens to share prices is earnings fall?
Roger Montgomery
May 12, 2023
In this week’s video insight Roger discusses the most obvious and predicted recession ever and a commensurate collapse in earnings. Earnings are holding up relatively well. But if they fall what happens to prices? Well, it turns out the relationship isn’t as clear as you might expect. continue…
by Roger Montgomery Posted in Video Insights.
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Three transport stocks we like
Roger Montgomery
May 3, 2023
In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now. Roger shares three transport companies that we currently have a positive view on including Transurban (ASX:TCL), Auckland International Airport (ASX:AIA) and Alliance Aviation Services (ASX:AQZ). continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Stocks we like in the EV space
Gary Rollo
April 17, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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Why we have exposure to the long-term EV theme
Gary Rollo
April 13, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the long-term electric vehicle (EV) theme, what’s been happening in global markets and the team’s approach to investing in EV. continue…
by Gary Rollo Posted in Video Insights.
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What we have seen from the first quarter
Roger Montgomery
April 4, 2023
In this week’s video insight Roger reviews what has happened during the first quarter, the performance of markets so far and what’s important looking forward. All eyes are on the short and long-term plausible paths for monetary policy. Despite this, Roger remains optimistic for investing in high-quality businesses generating double-digit earnings growth. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Are today’s circumstances similar to the GFC?
Roger Montgomery
March 23, 2023
In this week’s video insight Roger reviews the current market situation, including the collapse of U.S. banks and in the fast-moving financial markets, while it may seem risky to rule out another GFC, the probability, upon an assessment of the odds, appears to be low.
continue…by Roger Montgomery Posted in Editor's Pick, Video Insights.
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