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MEDIA
Why you should add Private Credit to your portfolio
Roger Montgomery
November 23, 2022
In this interview on Ausbiz Roger covers why Private Credit is a great addition to investors’ portfolios. Private credit is one-way businesses raise capital. Access to finance is essential for SME growth and unlike private equity, where investors contribute funds in exchange for a shareholding in the business, in private credit, investors provide loans and receive interest payments in return. Watch: Why you should add Private Credit to your portfolio
by Roger Montgomery Posted in TV Appearances.
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Will the RBNZ lift cash rates again?
David Buckland
November 23, 2022
To remind readers, the Reserve Bank of New Zealand (RBNZ) was six months ahead of the Reserve Bank of Australia (RBA) in commencing their tightening interest rate cycle on 6 October 2021. On eight occasions, the New Zealand official cash rate has been tightened to 3.5 per cent, and a ninth tightening is expected at RBNZ’s next meeting today, Wednesday 23 November. Continue…
by David Buckland Posted in Market commentary.
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Will ResMed’s share price continue to rise long-term?
Roger Montgomery
November 22, 2022
ResMed (ASX:RMD) is an Aussie-grown international success story. Now based in San Diego, it’s the world leader in the Sleep Disordered Breathing market, providing devices for treating sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions. RMD’s share price has grown a whopping 3,800 per cent since listing in 1999, and we’re confident there’s more growth to come. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Why our small companies fund is underweight the retail sector
Roger Montgomery
November 21, 2022
It’s a tough time to be a retailer, what with increasing interest rates, fuel and energy costs putting a squeeze on consumer spending. And some retailers are particularly adversely affected. Which is why investors need to be highly selective – especially when it comes to buying shares in consumer discretionary businesses. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Aura Private Credit: Letter to investors 18 November 2022
Brett Craig
November 18, 2022
This week, the wage price index demonstrated that real wages are struggling to keep up with the rate of inflation. The labour force remains extremely tight, hitting a high point in 4 decades. With rates rising and migration coming back, we expect this to be close to the peak. Continue…
by Brett Craig Posted in Aura Group.
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Is FTX’s collapse another chapter in the golden age of fraud?
Roger Montgomery
November 18, 2022
In the past week, much ink has been spilled on the multi-billion-dollar collapse of FTX, the crypto exchange started by one-time tech ‘wunderkind’, Sam Bankman-Fried. And no one, I believe, has summed up the situation better than Pete Drewienkiewicz, from UK broker Redington. It’s so spot-on, I’m just going to copy-paste it below. Continue…
by Roger Montgomery Posted in Market commentary.
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WHITEPAPERS
Quality’s performance across the business cycle
Polen Capital
November 17, 2022
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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Why Macquarie Group is a high conviction position in The Montgomery Fund
Sean Sequeira
November 17, 2022
Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the heavy emphasis on first identifying quality businesses in both Australian Eagle’s and Montgomery’s investment process. Continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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