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Buy in gloom and sell in boom
David Buckland
September 30, 2022
In this week’s video insight David discusses why it’s important to asses how we avoid losing real purchasing power and what we can do to drive real inflation-adjusted returns from our investments. Given inflation is rearing its ugly head and hitting the highest level since the early-1980s, how do investors increase their nominal return? Continue…
by David Buckland Posted in Video Insights.
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Playing the infinite game: patient investing
Polen Capital
September 29, 2022
In his 2019 book The Infinite Game, author Simon Sinek describes how taking a long-term view — what he calls adopting an infinite mindset — is critical for success. Although discussed in the context of leadership, the same principle applies to investing, which has historically favored those who take a long-term view rather than react impulsively to the inevitable ups and downs that occur on the path to creating wealth. Of course, while countless investors have demonstrated that the market rewards those who stay the course, the reality is that doing so isn’t always easy. On the contrary, it takes discipline, self-restraint, and patience. Continue…
by Polen Capital Posted in Polen Capital.
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Small to medium enterprises throughout the pandemic and beyond
Brett Craig
September 28, 2022
Small to medium enterprises (SMEs) have been underserviced in the lending market for some time, further exacerbated by the COVID-19 global pandemic. The onset of the COVID-19 Global Pandemic in March 2020 brought shock and great uncertainty for individuals and business owners. The global interruption presented governments and businesses with a new unchartered challenge that had to be addressed immediately and with no precedent to follow. Continue…
by Brett Craig Posted in Aura Group.
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Focus on inflation if you want to profit from market volatility
Roger Montgomery
September 28, 2022
Global markets are clearly spooked by the U.S. Federal Reserve pushing up interest rates in order to rein in inflation. But fear not. Because inflation is always followed by disinflation. And research shows that shares do very well in a disinflationary environment. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Reporting season in review – a small companies perspective
Michael Gollagher
September 27, 2022
Leading into reporting season this year, it felt more critical than usual from an investor’s perspective. This was driven mainly by the ever-changing macro backdrop which at this point in time could be argued is driving share prices more so than company fundamentals. Continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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Aura High Yield SME Fund: Letter to investors 26 September 2022
Brett Craig
September 26, 2022
The Reserve Bank of Australia has released a renewed paper reviewing how small to medium enterprises (SMEs) access funding. This report comes off the back of a July meeting with the Small Business Finance Advisory Panel, providing an update on the current state of the SME finance market. Continue…
by Brett Craig Posted in Aura Group.
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Has the market oversold Aussie retailers?
Roger Montgomery
September 26, 2022
The prices of most Australian discretionary retail stocks have fallen in sympathy with their overseas counterparts. The question is: are those declines undeserved? If they are, then high quality Australian retailers trading on low multiples could represent a bargain for long-term investors. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Why the risk-reward ratio is looking good for quality small caps
Roger Montgomery
September 23, 2022
Since January, world markets have been selling off. As a result, a number of quality small cap businesses are now trading at very attractive multiples. Is now a good time to invest in quality small caps? Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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