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More pain to come as the RBA lifts rates again
Roger Montgomery
August 4, 2022
Back in May, Montgomery CEO, David Buckland, said he saw New Zealand as Australia’s ‘canary in the coal mine’. As the Kiwis had raised rates earlier and more frequently than our Reserve Bank, their experience would be a good pointer to what we could expect. If he’s right, we now have the answer: big declines in consumer and business confidence, and falling property prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Growth stocks could rebound if inflation turns out to be “transitory” after all
Roger Montgomery
August 3, 2022
Since bravely declaring that inflation would be “transitory” the Chair of the U.S. Federal Reserve, Jerome Powell, has been ridiculed for being so wrong. After all, we’ve since seen inflation exceed initial estimates and be more persistent than anticipated. But now it seems inflation could be transitory after all. And that augers well for quality growth stocks. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Framework for investing is working already
Roger Montgomery
August 2, 2022
We have been prompting investors over the last month or two to consider a framework for investing amid macro-economic, geopolitical and central bank chaos. Trying to pick how markets will respond to a barrage of sometimes conflicting influences is near impossible. The picture is so complex and dynamic, picking whether the market will fall or rise is at best just a guess. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Aura High Yield SME Fund: Letter to Investors 29 July 2022
Brett Craig
August 1, 2022
The Consumer Price Index data was released this week, recording the largest annual rise in inflation since the introduction of the Goods and Services Tax in 2000. Continue…
by Brett Craig Posted in Aura Group.
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Reporting calendar – August 2022
Roger Montgomery
July 29, 2022
The team at Montgomery have a busy month ahead with the August reporting season upon us. Over the coming weeks companies will provide a flood of new information for the market to pore over.
For our readers and investors keen to know who’s reporting when, we have provided a link to a reporting calendar below. As a recession in many developed economies slowly becomes the consensus view, I would expect many analysts to belatedly downgrade their earnings forecast for Fiscal 2023. While a lot of this information has been anticipated by the share market, the companies’ results will make for interesting reading.
Download the reporting calendar
by Roger Montgomery Posted in Companies.
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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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