Bond markets signal caution – time to pay attention READ HERE to learn more.
-
Signs of change in China
Michael Gollagher
December 12, 2022
In the past week we have seen an ever-growing number of news stories around China and the changing tide in their stance towards COVID-19. Since the early days of the pandemic, they have pursued a policy of Zero COVID. No matter the economic or social damage this caused, this was their policy. Continue…
by Michael Gollagher Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Will the FTC beat Microsoft and Buffett?
Roger Montgomery
December 9, 2022
Warren Buffett, often described as the world’s savviest investor began accumulating shares in Activision at around US$77 per share, through Berkshire Hathaway, in October and November of 2021. Continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies.
-
Aura Private Credit: Letter to investors 09 December 2022
Brett Craig
December 9, 2022
This week the RBA increased the Cash Rate by a further 25 basis points to 3.1 per cent. Data from the Australian Bureau of Statistics showed quarter on quarter GDP growth of 0.6 per cent and 5.9 per cent year on year for the September quarter. The Household savings ratio continued to fall to near pre-pandemic levels. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
Elders shows it is a business for all seasons
Sean Sequeira
December 9, 2022
Elders (ASX:ELD) has been a leading Australian agribusiness since 1839. In that time, it’s gone through a number of ups and downs. But under CEO, Mark Allison, it looks to have found its groove – as reflected in the most recent results. Despite the CEO’s impending departure, we think the Elders’ business model will continue to reward investors. Continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Does positive U.S. data mean it’s time to invest again?
Roger Montgomery
December 8, 2022
Recent U.S. data is confirming our thesis from the start of the year – that inflation will peak, the pace of rate increases will slow and eventually stop, and a new bull market will inevitably begin. To my mind, this points to one conclusion: it’s time to invest again. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
- save this article
- POSTED IN Editor's Pick, Global markets.
-
Is our current version of capitalism failing people and our planet?
Roger Montgomery
December 7, 2022
In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Video Insights.
-
Aura High Yield SME Fund wins prestigious award
Roger Montgomery
December 6, 2022
The influential 17th With Intelligence HFM Asian Performance Award ceremony for 2022 was held in Singapore on 30 November. Winning managers were selected from a variety of categories, including Arbitrage, Macro, Australian Equity, Asia ex-Japan, Managed Futures, Indian Equity, Chinese Equity, Global Equity, Fixed Income and High Yield Distressed Category. Continue…
by Roger Montgomery Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
MEDIA
Making friends with fear
Roger Montgomery
December 5, 2022
In this interview on Ausbiz Roger discusses given where price-to-earnings ratios are today, there’s a much-better-than-even possibility investors who purchase shares in high-quality growth companies today, will not only benefit from the earnings growth produced by their selections but also the re-rating of price-to-earnings ratios to higher levels in the future. Watch: Making friends with fear
by Roger Montgomery Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
