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Polen Capital Global Small and Mid Cap Q12022 Commentary
Polen Capital
May 6, 2022
There is no doubt the changing landscape will impact many companies globally, but Polen Capital seek to own companies that can thrive and survive in any environment, including this one. That focus is unchanged. Portfolio Manager Rob Forker provides an update on portfolio positioning, using the current volatility in the market opportunistically and buying companies Polen have researched and known for years, but where we had concerns about valuation. Continue…
by Polen Capital Posted in Polen Capital, Video Insights.
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Polen Capital Global Growth Q12022 Commentary
Polen Capital
May 5, 2022
Many companies, during the first quarter, reported a slight deceleration in growth as a result of the pull forward dynamics from COVID. And many of these companies suffered significant selloffs as a result of this deceleration. As long-term investors, Polen Capital exploited these price movements by adding to our positions. Portfolio Manager Jeff Mueller reviews first quarter 2022 in this video. Continue…
by Polen Capital Posted in Polen Capital, Video Insights.
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Taking advantage of the bears
Roger Montgomery
May 5, 2022
With market indices sliding, the bears are emerging from their hibernation to shout ‘I told you so’. Markets, especially equity markets, inevitably journey through periods of negative returns, so eventually, the bears must be correct. Continue…
by Roger Montgomery Posted in Market commentary.
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Montgomery offers an income strategy through a partnership with Aura Funds Management
Roger Montgomery
May 4, 2022
Painfully low interest rates on cash-style investments have seen many investors seeking reliable monthly income. Montgomery Investment Management is delighted to announce its Distribution Partnership with Aura Funds Management, a subsidiary of Aura Group. Montgomery will offer wholesale clients the Aura High Yield SME Fund, with a history of delivering reliable monthly income from a unique mix of online lending platforms in Australia. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Why Coles should benefit as food inflation starts to bite
Stuart Jackson
May 4, 2022
Suddenly we’re all talking about inflation – particularly food inflation, which has been spurred on by the recent floods. This ‘new normal’ should play well for the value end of food retailing, where the likes of Coles, Woolworths and Aldi are likely to grow market share at the expense of pricier retailers like Metcash. Coles’ recent sales update gives a glimpse of what’s in store. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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Higher interest rates equal lower PEs
David Buckland
May 3, 2022
When I joined the financial market in the 1980’s as a young graduate, I was given a simple rule from an old-timer which went something like this: “Son, the market PE plus long-term inflationary expectations should equal 20.” At the time, Australia’s inflation rate was coming down from 12 per cent, and the market PE approximated 8x. Continue…
by David Buckland Posted in Economics, Market commentary.
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It’s time to take advantage of share price falls
Roger Montgomery
May 3, 2022
The price-to-earnings ratios of many quality businesses have fallen sharply over the last six months. In many cases, the falls were justified. Now that valuations have dropped, I believe investors have a far better chance of making attractive returns. The proviso, of course, is that you buy businesses that grow their earnings. Continue…
by Roger Montgomery Posted in Economics, Market Valuation.
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Macquarie’s economic update Pt 4 –China will continue to grow
Roger Montgomery
May 3, 2022
As highlighted in the preceding blogs, Macquarie Bank economists, Ric Deverell and Hayden Skilling, see darker times ahead for the US economy and equity markets in general, but a mixed picture for Australia due largely to our wealth of commodities. Meanwhile, they believe China will continue to grow. Continue…
by Roger Montgomery Posted in Global markets.
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