Whitepapers

With public markets more volatile there’s a growing focus on investments that can deliver regular income with less reliance on market movements.

Australian private credit stands out because it’s built more conservatively and with a clear focus on protecting investor capital, supported by a robust regulatory framework and the transparency of the Personal Property Securities Register (PPSR), which clearly defines lender priority. continue…

by Roger Montgomery Posted in Aura Group, Whitepapers.

• save this article
• POSTED IN Aura Group, Whitepapers

The traditional 60/40 portfolio approach is proving less effective at balancing risk and return in today’s environment, particularly as the historical relationship between equities and bonds has shifted. Where bonds once tended to rise when equities fell, both asset classes have at times moved in the same direction during periods of persistent inflation and policy uncertainty, weakening diversification benefits. At the same time, elevated equity valuations, increased concentration in major indices and higher government debt levels have contributed to a more volatile and policy-sensitive market backdrop. As a result, some investors are reassessing how capital is allocated and how diversification is achieved. continue…

by Roger Montgomery Posted in Aura Group, Digital Asset Funds Management, Whitepapers.

• 2 Comments
• save this article
• POSTED IN Aura Group, Digital Asset Funds Management, Whitepapers

In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility. But as the asset class grows, understanding the details and risk is crucial. continue…

by Roger Montgomery Posted in Aura Group, Whitepapers.

• save this article
• POSTED IN Aura Group, 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.

• save this article
• 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 Technology & Telecommunications, Whitepapers.

• save this article
• POSTED IN Technology & Telecommunications, Whitepapers

Unlock the potential of private credit with higher returns and lower risk. Our latest whitepaper reveals how Aura Credit Holdings uses bank-grade analytics and multi-layered protections to deliver superior, risk-adjusted returns. Learn more about the AA equivalent Aura Core Income Fund’s relative risk and reward profile.   continue…

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

• save this article
• POSTED IN Editor's Pick, Whitepapers

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, Stocks We Like, Whitepapers.

• save this article
• POSTED IN Companies, Stocks We Like, Whitepapers

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.

• 2 Comments
• save this article
• POSTED IN Editor's Pick, Whitepapers

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 Whitepapers.

• save this article
• POSTED IN Whitepapers

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.

• save this article
• POSTED IN Editor's Pick, Whitepapers