Roger joined Sky News Business Editor Ross Greenwood on Thursday to discuss markets. Markets are set to remain volatile and difficult to predict on a day-to-day basis. A lot of companies have benefitted from what we call the COVID pull-through, so there’s a lot of COVID-related demand that was brought forward.  Listen to the 5-minute interview in this video: Roger joins Ross Greenwood 5 May 2022

by Roger Montgomery Posted in TV Appearances.

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This week we saw the RBA introduce the first rate rise since November 2010, bringing the cash rate to 0.35% in response to the current inflation-driven economic environment.  Continue…

by Brett Craig Posted in Aura Group, Market commentary.

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In this week’s video insight Andreas looks at how honest people are when filling in their mortgage applications. The portion of people who say their applications contained some misrepresentation declined from last year’s level of 41 per cent but remains high at 37 per cent. All major four banks, apart from ANZ, also saw a decline in misrepresented applications.

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by Andreas Lundberg Posted in Financial Services, Video Insights.

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As we predicted last November, Australian house prices have now topped out and begun their march lower. A quick visit to any of Australia’s holiday hotspots will reveal a testament to the sudden end of the most recent boom – a plethora of properties advertised for sale at the vaguest possible price known; ‘Contact Agent’. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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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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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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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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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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