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Why mortgage stress could be worse than the RBA thinks
Roger Montgomery
July 28, 2022
The Deputy Governor of the Reserve Bank of Australia (RBA), Michele Bullock, last week offered a cheerful, if not upbeat, interpretation of the circumstances faced by Australian mortgage holders, who are facing the brunt of the RBA’s interest rate rises. For Bullock, and presumably for the RBA, there’s no need to stress. I hope she’s right, but I fear things could get very difficult for a lot of borrowers. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Is Flight Centre part of the recovery theme?
Roger Montgomery
July 27, 2022
In this week’s video insight Roger discusses Flight Centre (ASX:FLT). This week Flight Centre saw its stock jump more than five per cent on the day it declared travel is recovering slightly faster than expected, and consequently, its losses should be smaller. Is the share price prematurely pricing in a recovery? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.
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Aura High Yield SME Fund: Letter to Investors 22 July 2022
Brett Craig
July 25, 2022
With another jump in inflation expected to be reported this week, the Reserve Bank of Australia (RBA) is justifying their rapid rate rise trajectory. But how will businesses and households respond? Continue…
by Brett Craig Posted in Aura Group.
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Chinese property woes point to more pain for our market
Andreas Lundberg
July 25, 2022
News about the Chinese construction sector keeps getting worse. That’s a major issue for our iron ore miners as Chinese property construction accounts for around one quarter of all seaborn iron ore demand. As our three biggest iron ore producers – BHP, Rio and Fortescue – make up a big chunk of the ASX200, I foresee darker days not just for these companies, but for the performance of the entire bourse. Continue…
by Andreas Lundberg Posted in Energy / Resources.
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It’s becoming scary for small US retailers
Roger Montgomery
July 22, 2022
U.S. Retail Industry observer Retail Dive is reporting Armaggeddon for small retailers in the U.S., citing the survey results of Alignable, a small business networking service with more than seven million members across North America. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Why did Megaport’s share price jump 23%?
Gary Rollo
July 21, 2022
Megaport (ASX:MP1) was the ASX’s star performer yesterday jumping 23 per cent on the close following a trading update that clearly surprised many in the market. I joined Roger to discuss why it is a holding in the Montgomery Small Companies Fund and identify the two big messages in the release yesterday. Continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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WHITEPAPERS
Investing in the age of transformation
Polen Capital
July 21, 2022
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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MEDIA
ABC Nightlife: Is Australia heading into recession?
Roger Montgomery
July 20, 2022
Roger joined Philip Clark on ABC Nightlife to discuss recession and inflation. With the costs rising for food, petrol and energy along with interest rates also going up, is the economy about to enter a recession? With the lowest level of unemployment in known memory, are you wondering how can a downturn be imminent? Listen here.
by Roger Montgomery Posted in Radio.
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