Bond markets signal caution – time to pay attention READ HERE to learn more.
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Aura Private Credit: Letter to investors 28 October 2022
Brett Craig
October 28, 2022
This week, the Treasurer delivered the Federal Budget a day before the Australian Bureau of Statistics confirmed our expectations that inflation is still on the rise. The consensus view of the investment team was that the Federal Budget on the whole was conservative and responsible given the economic conditions we are currently experiencing and the degree of uncertainty that lays ahead. Continue…
by Brett Craig Posted in Aura Group.
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One basic lesson in investing
Roger Montgomery
October 28, 2022
In this week’s video insight Roger discusses why right now is a prime time for a basic lesson on investing. With fear at extreme, now is the time that bargains are found so what can be learnt from one of Warren Buffett’s quotes? And has inflation peaked? Find out why I think we will see disinflation. Continue…
by Roger Montgomery Posted in Video Insights.
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How to profit from the decarbonisation theme
Roger Montgomery
October 28, 2022
Companies that can profit from the electrification of the planet are grabbing the headlines. And for good reason – in a falling market, their share prices have been heading up. The Montgomery Small Companies Fund holds shares in many of these companies, including Allkem (ASX:AKE), IGO (ASX:IGO), and Pilbara Minerals (ASX:PLS). And I believe there’s more upside ahead. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Which investments made money in September 2022?
David Buckland
October 27, 2022
September was a very tough month for investors with the ASX 300 Accumulation Index down 7.6 per cent, the Australian Small Ordinaries Accumulation Index down 11.2 per cent and the MSCI World Accumulation Index in US$ down 9.5 per cent. Even Government Bonds declined in value with the ASX Australian Government Bond Index losing 1.7 per cent whilst the S&P U.S. Aggregate Bond Index declined almost 4 per cent. Continue…
by David Buckland Posted in Aura Group.
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Australian Eagle’s risk management process
David Buckland
October 26, 2022
The Montgomery team attended a presentation from Mark Oliver, Head of Risk, at Australian Eagle Asset Management on Thursday, and were very impressed with the institutional grade Investment and Risk Management process. Continue…
by David Buckland Posted in Investing Education.
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Could the strengthening USD trigger a financial crisis?
Roger Montgomery
October 25, 2022
Dysfunction, disorderly, crisis, financial shock. These are not the words investors want to hear, but they are increasingly on the minds of some economists, analysts and investors. So, what factors have led to such a negative outlook? Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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September quarter update on the Polen Capital Global Growth Fund
Polen Capital
October 25, 2022
During the September 2022 quarter, the world continued to experience persistent inflation. This included the zero tolerance COVID-19 policies in China resulting in the sudden and complete shutdowns of some large cities; the ongoing war in Ukraine; and substantial tightening measures by central banks worldwide. Continue…
by Polen Capital Posted in Polen Capital.
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Why I still prefer equities to bonds
Roger Montgomery
October 24, 2022
When markets are volatile – as they are right now – we start hearing more and more from commentators talking up the benefits of holding bonds in a portfolio. After all, bonds are regarded as safer and more stable than equities. But if you look at long-term returns, another picture emerges. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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