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Are Central Banks tightening too late as inflation hits 30 to 40 year highs?
David Buckland
May 2, 2022
In this week’s video insight David discusses how rising interest rates will impact indebted households and the knock-on-effect. The psychological boost and wealth effect enjoyed from strongly rising house prices will likely be missing in the foreseeable future and this means indebted households are more vulnerable to Central Bank tightening late in this inflationary cycle. Continue…
by David Buckland Posted in Market commentary, Video Insights.
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The Polen Capital Global Growth Strategy is now available via BT Panorama
Dean Curnow
April 29, 2022
Our partnership with the U.S. based Polen Capital has evolved since we formally announced the relationship in March last year. Since then, we have launched two of their strategies in Australia with a third, the Polen Capital Global Emerging Markets Growth Fund, in the works. The first strategy, the Polen Capital Global Growth Fund, is now accessible to investors via the BT Panorama platform. The fund is accessible to investors via Netwealth and HUB24 IDPS and Super/Pension. Continue…
by Dean Curnow Posted in Montgomery News and Updates.
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Montgomery Small Companies Fund and investing over the longer term
Scott Phillips
April 28, 2022
We all know that equity markets don’t travel in a straight line, and that has been the case for equity markets over the last couple of years. Looking back at some of the major events that investors and equity markets have had to contend with, and we can list a global pandemic, massive monetary and fiscal stimulus in response, lock-downs like never seen before, then re-opening, supply constraints coupled with strong demand, a Russian invasion on Ukraine, now inflationary pressures across the globe, interest rates on the rise and meanwhile companies are adapting to the changing environment but ultimately trying to execute on delivering the best products or services to their customers and generate growing profits. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Share Prices within The Buy Now Pay Later Sector continue to struggle
David Buckland
April 27, 2022
Two months ago, I wrote about the tough conditions gripping the Buy Now, Pay Later sector and asked whether the agreed takeover scrip bid by Zip Co Limited (ASX: ZIP) for Sezzle Inc (ASX: SZL) at 0.98 ZIP shares for 1.00 SZL shares was a marriage of convenience or a marriage of necessity. Since then, the share prices of both companies have more than halved from $2.21 to $1.02 for ZIP and from $1.78 to $0.84 for SZL. Continue…
by David Buckland Posted in Companies.
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Macquarie’s economic update part 3 – Will mining save the Aussie economy?
Roger Montgomery
April 27, 2022
As highlighted in the preceding two articles, Macquarie Bank economists, Ric Deverell and Hayden Skilling, see darker times ahead for the US economy and equity market. But their outlook for our economy and equities is more nuanced. Australia will benefit from the race to decarbonise, with some commodities doing particularly well. For investors, it means careful stock selection will be the order of the day. Continue…
by Roger Montgomery Posted in Market commentary.
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Macquarie’s economic update Part 2 – In the US, winter is coming
Roger Montgomery
April 26, 2022
In their latest global economic update, Macquarie Bank economists, Ric Deverell and Hayden Skilling, paint a far from rosy picture of the year ahead. For the US they see rising interest rates, a slowing economy and a strong chance of a recession. And their views on returns in equity markets are bleak. If they are correct, then it’s time for investors to be extra cautious, and to focus their portfolios on quality and growth. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Macquarie’s economic update part 1 – Inflation, war and COVID
Roger Montgomery
April 22, 2022
Recently, Macquarie Bank economists, Ric Deverell and Hayden Skilling, provided their much anticipated global economic update. It includes insights into how COVID and Russia’s invasion of Ukraine are impacting supply chains, inflation and interest rate expectations. It also includes their somewhat bleak views on the outlook for property and equity markets. I’ve summarised the key take-outs in four blog posts. Here is the first one. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What to make of KKR’s bid for Ramsay Health Care
Andreas Lundberg
April 21, 2022
As you’ve probably read in the press, a consortium led by US-based investment behemoth, KKR & Co, has just lobbed a $20 billion bid for Ramsay Health Care (ASX:RHC), Australia’s dominant private hospital business. This values each RHC share at an all-time high of $88, well above the previous day’s close of around $64. So it’s potentially good news for RHC investors – including The Montgomery Fund. But what are the chances of the deal going through? Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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