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Two companies Polen Capital like
David Buckland
March 24, 2022
We have just hosted the team from Polen Capital in Sydney and Rob Forker, Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund, selected two companies to highlight. While it’s been a challenging start for the Fund from a unit price perspective, the portfolio companies are performing well at an operational level. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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ABC Nightlife: US Fed rising rates
Roger Montgomery
March 23, 2022
Roger joined Philip Clark on ABC Nightlife to discuss what US interest rate rises will mean for Australia, given inflation is well above comfortable levels and how the war between Russia and Ukraine is impacting markets and investors. Listen here.
by Roger Montgomery Posted in Radio.
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Is this the end of Zero?
Roger Montgomery
March 22, 2022
U.S. Federal Reserve Chairman Jerome Powell addressed the National Association of Business Economists last night, providing a clear picture of the Fed’s view of the economy, the impact of Russia’s invasion and the likely path forward for monetary policy. As it has important implications for investors it is essential listening or reading. Continue…
by Roger Montgomery Posted in Market commentary.
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The industries outperforming when inflation is high
Roger Montgomery
March 22, 2022
In this week’s video insight Roger identifies why it is important for investors to contemplate the implications for investment markets of the conflict with Russia and Ukraine resolving quickly or being long and protracted. According to research conducted by UBS, in past periods when inflation is high and growth slows to a moderate level the U.S. industries that historically outperformed the market were Food Staples & Retailing, Hygiene, Healthcare and Personal Products, Pharma and Biotech, Food and Beverages, Banks, Real Estate & Energy. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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Ausbiz: How to position your portfolio in the event of stagflation
Roger Montgomery
March 21, 2022
In this video for Ausbiz Roger discusses how investors should prepare for the increase in market turbulence due to the conflict between Ukraine and Russia. Investors may be prompted to sell and turn to the safety of cash. But the purchasing power of cash erodes much more quickly in an inflationary environment and an investor is guaranteed to lose wealth So, in the event of stagflation how should you position your portfolio? Watch here.
by Roger Montgomery Posted in TV Appearances.
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Why a big lift in interest rates is not on the cards
Roger Montgomery
March 21, 2022
Right now, many in the financial markets are expecting a two percentage point bump in interest rates by June next year. But I have my doubts. The RBA is unlikely to raise rates meaningfully until annual wage growth rises above three per cent – which is a long way off. So, to me, it looks like the market is jumping at shadows. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Helping to spread the message
Roger Montgomery
March 18, 2022
Sitting here in Sydney, thousands of kilometers from the crisis in Ukraine, it is easy to resign oneself to helplessness. Hopefully Arnold Schwarzenegger’s appeal to the Russian people, to Russian soldiers and to Putin himself plants a seed of change.
by Roger Montgomery Posted in Editor's Pick, Global markets.
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Buyer beware: the Russian invasion has changed the investing landscape
Roger Montgomery
March 18, 2022
In only a few short weeks, the investing landscape has changed, triggered by Russia’s invasion of Ukraine and the cosying-up by President Vladimir Putin to China’s Xi Jinping. How this plays out, only time will tell. But it seems likely that the deepening divide between these dictators and the west will need to be factored into our investment decisions. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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