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Which investors didn’t lose money in September?
Roger Montgomery
October 14, 2022
In this week’s video insight Roger identifies how credit income funds work and why most equity investors invest for the growth provided by growing businesses, and they also invest in cash, bonds or hybrids, looking for monthly income and returns that are uncorrelated with their equities and other assets. Continue…
by Roger Montgomery Posted in Video Insights.
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Is this time different?
Roger Montgomery
October 13, 2022
As nabtrade celebrates its 10th birthday this month, they have created an exclusive investment series for their clients. In this piece I share an article on why this is a time for investors to rejoice rather than despair. Hear my words for investors in volatile times. Read: Is this time different?
by Roger Montgomery Posted in On the Internet.
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Three new buys from the Polen Capital Global Growth Fund
David Buckland
October 13, 2022
As many of our readers would know, Montgomery Investment Management has partnered with US-based Polen Capital to manage the investment function of its Global Growth Fund. The Fund has used recent market volatility to add three quality businesses to its portfolio. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Why it might be time to be greedy once more
Roger Montgomery
October 12, 2022
Currently, price-to-earnings ratios are at levels unseen since the 2020 COVID sell-off and the Global Financial Crisis. Many quality companies are now ‘on sale’. This is creating an ideal environment for judicious investors to take advantage of mis-priced businesses. Continue…
by Roger Montgomery Posted in Market commentary.
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Why I think inflation is heading in the right direction
Roger Montgomery
October 12, 2022
With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great for many to resist. Of course, I don’t have a crystal ball, but there are signs that inflation is heading in the right direction. And, if central banks stop hiking rates, then I think conditions could be ripe for the market to rebound. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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What New Zealand’s rate tightening cycle tells us
David Buckland
October 11, 2022
The Reserve Bank of New Zealand was the first English-speaking Central Bank out of the blocks in their tightening cycle. Commencing in October 2021, the RBNZ has increased its official cash rate on eight separate occasions to 3.50 per cent. Here are my observations on the impacts. Continue…
by David Buckland Posted in Market commentary.
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Aura Private Credit: Letter to investors 07 October 2022
Brett Craig
October 10, 2022
The Reserve Bank of Australia (RBA) landed on a 25 basis point rise last week, which some are viewing as adopting a “wait and see” approach. The 25 basis point rise last week brought the official cash rate to 2.60 per cent, the highest rate we have seen in nine years. Continue…
by Brett Craig Posted in Aura Group.
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Three scenarios that could kickstart a new bull market
Roger Montgomery
October 10, 2022
As you’ve no doubt noticed, the world’s market commentators, brokers and analysts have turned decidedly bearish. And they have good reason to be pessimistic. But this bear market will eventually end, to be followed by the next bull market. To my mind, there are three distinct economic scenarios that could kickstart the next upswing. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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