End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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Are inflationary pressures heading in the right direction?
David Buckland
October 17, 2022
On the back of exiting the COVID-19 pandemic and the Russia-Ukraine war, inflation has been rearing its ugly head and in the case of many developed economies it is growing at the highest level since September 1981, when U.S. ten-year Government bonds yields challenged 16 per cent. Continue…
by David Buckland Posted in Market commentary.
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What do catalysts mean for the investment choices in The Montgomery Fund?
Roger Montgomery
October 14, 2022
In this video I ask Sean Sequeira to explain how the team at Australian Eagle Asset Management identify catalysts or change to refine the investment universe and pick the most successful opportunities. Change within a company will drive quality improvements and earnings growth to close the gap between price and value. One example of this can be seen when Altium expanded their market size with the acquisition of Octopart. Continue…
by Roger Montgomery Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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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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