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When will growth companies get their (share price) mojo back?
David Buckland
July 11, 2022
Continuing with the thematic of Earnings Per Share (EPS) growth combined with severe P/E compression, delivering the worst June half-year returns for many U.S. Indexes over several decades, I thought it’s appropriate to do a deep dive into the Polen Capital Global Small and Mid Cap Fund. Continue…
by David Buckland Posted in Editor's Pick, Polen Capital.
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Polen Capital Global Growth Fund 30 June 2022 Update
Roger Montgomery
July 8, 2022
Since the inception of the Polen Capital Global Growth Fund in 2014, the team at Polen Capital have delivered impressive outperformance. However, since January this year, the Fund’s performance has been adversely impacted. Continue…
by Roger Montgomery Posted in Polen Capital, Video Insights.
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Is it time to hit the ‘buy’ button?
Roger Montgomery
July 8, 2022
If there’s one investing axiom to hang your hat on, it’s this: the lower the price you pay, the better your returns over the longer term. With the price-to-earnings (P/E) ratios of many high quality businesses compressing, I therefore think it’s time for long-term investors to buy while so many others are fearful. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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The Montgomery Fund 30 June 2022 Update
Roger Montgomery
July 7, 2022
The Montgomery Fund performance was a story of two halves during the financial year ending 30 June 2022, with solid returns posted in the first six months, outperforming the market as measured by the S&P / ASX 300 Accumulation Index. However, with several macro challenges facing investment markets, we have delivered a negative return in the ensuing six months despite a broadly defensive portfolio. Continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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Share markets anticipate economic slowdown with enormous P/E compression
David Buckland
July 7, 2022
With the 20.6 per cent decline in the US S&P 500 over the six months to June 2022, the largest June-half year decline since 1970, it is interesting to note this was a period of solid earnings growth being hit by enormous P/E compression. This counterbalance of rising earnings combined with a P/E de-rating often occurs at index peaks, where markets anticipate slowdowns – often by around six months. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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What to make of the May retail sales figures
Stuart Jackson
July 6, 2022
The Australian Bureau of Statistics has just released retail sales figures for the month of May. Contrary to market expectations, sales remained strong. But is this as good as it gets before rising living expenses eat into discretionary spending? Or will the build-up in pandemic-related household savings, and our strong labour market, continue to drive growth in consumer spending? Continue…
by Stuart Jackson Posted in Consumer discretionary.
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Polen Capital Global Small and Mid Cap Fund 30 June 2022 Update
Roger Montgomery
July 5, 2022
Our timing of the launch of the Polen Capital Global Small and Mid Cap Fund has unfortunately coincided with a broad global sell-off that has been tough to navigate for investors who focus on quality and growth. Continue…
by Roger Montgomery Posted in Polen Capital, Video Insights.
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How much would higher immigration rates help equity markets?
Roger Montgomery
July 5, 2022
In this week’s video insight Roger discusses how the fate of equity markets now hinges materially, but not solely, on the employment picture and the how central banks navigate the very serious choice they have to make between inflation or recession. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
