Whitepapers

In recent years, very few developments have captured investors’ imagination and curiosity as much as the emergence of generative artificial intelligence (AI). Explore the transformative impact of AI and the investment opportunities it presents across various sectors globally in Polen Capital’s latest whitepaper.  continue…

by Polen Capital Posted in Technology & Telecommunications, Whitepapers.

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• POSTED IN Technology & Telecommunications, Whitepapers

Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population. 

Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic. continue…

by Polen Capital Posted in Polen Capital, Technology & Telecommunications, Whitepapers.

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In the ever-changing landscape of financial markets, 2023 defied expectations, with highly anticipated recessions in Australia and the U.S. failing to materialise. But the macroeconomic insights of Gavekal Research, from all the way back to 1978 – that innovative growth stocks with pricing power do well amid disinflation and positive economic growth –, has proven consistently prescient. continue…

by Roger Montgomery Posted in Editor's Pick, Whitepapers.

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Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative to the U.S., we believe international now has some notable winds at its back, including cheap absolute and relative valuations and moderating dollar strength. continue…

by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Whitepapers.

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Private credit offers investors with an opportunity to earn steady monthly income, a simple way to diversify your portfolio – whilst providing protection against inflation and performance through the economic cycle. continue…

by Roger Montgomery Posted in Editor's Pick, Whitepapers.

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Quality stocks have been shown in studies to have robust historical performances.¹ This analysis takes a deeper look into the Quality factor’s performance by breaking out its history into the four stages of the business cycle: Early, Mid, Late, and Recession. continue…

by Polen Capital Posted in Polen Capital, Whitepapers.

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The current equity market environment reflects soaring inflation, increasing interest rates and the first half of calendar year 2022 saw a double-digit decline in most major indices. continue…

by Roger Montgomery Posted in Editor's Pick, Whitepapers.

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Over the past two years, the evolution of the pandemic has been the leading force dictating the path of the global recovery. Despite the many challenges still present, Polen Capital believe that several secular trends that were already in motion before COVID-19 will continue to shape the world around us and play an important role in defining tomorrow’s leading businesses. In this whitepaper, Polen Capital look at what they view as some of the most important secular growth themes that may reshape the world over the next decade. continue…

by Polen Capital Posted in Polen Capital, Whitepapers.

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One of today’s big debates is whether share markets are falling out of love with so-called ‘growth’ stocks and falling back in love with ‘value’ stocks. It can be worth paying attention to broad shifts in sentiment, but I think there is little utility in trying to divide stocks into these two arbitrary categories. Instead, it is better to simply focus on investing at rational prices in extraordinary businesses that have bright prospects. continue…

by Roger Montgomery Posted in Editor's Pick, Whitepapers.

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While small capitalisation companies generally involve more risk because of their lower liquidity, their greater sensitivity to managements’ influence, and their greater sensitivity to economic conditions, they have proven over a long time horizon to be a rewarding asset class to allocate capital – preferably for patient investors who grasp the power of compounding. continue…

by David Buckland Posted in Editor's Pick, Whitepapers.

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