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When bad news is good news
David Buckland
June 28, 2022
After the very sharp sell-off in the share market, the recent rally is indicative of a mood where bad news is good news. Specifically, the recognised slowdown in the English-speaking economies likely means the various Central Banks will not be required to increase official cash rates by the amount that most forecasters had assumed. Continue…
by David Buckland Posted in Market commentary.
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Aura High Yield SME Fund: Letter to Investors 24 June 2022
Brett Craig
June 27, 2022
The RBA delivered a speech this week indicating faster monetary policy tightening is to come in the near-term with the aim of curbing the rate of inflation. Continue…
by Brett Craig Posted in Aura Group.
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What if interest rates don’t go as high as the market is predicting?
Andreas Lundberg
June 27, 2022
With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted. And if I’m correct, investors will be able to pick up (some of) these high growth companies at more favourable prices. Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Aussie stock market got you down? Look over the ditch
Roger Montgomery
June 24, 2022
In this video for Ausbiz Roger discusses bear markets. The current bear market became official on 20 May 2022. The S&P500 is currently around 24 per cent below its all-time highs. Bear markets don’t last forever. Roger discusses the averages of previous bear markets as guide from when investors will be back in positive return territory. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Why it pays to invest when markets are heading south
Roger Montgomery
June 24, 2022
Warren Buffett once observed that “In stocks, it’s the only place where, when things go on sale, people get unhappy.” Which is ironic, because bear markets give long-term investors a wonderful opportunity to make market-beating returns. And the lower the market falls, the more excited we should be about buying shares in quality businesses at knock-down prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Hang onto your hat, as the free money epoch comes to an end
Roger Montgomery
June 23, 2022
The last couple of years have been one helluva ride, haven’t they? Thanks to a heady cocktail of record low interest rates and massive government stimulus, we’ve seen ballooning valuations for companies with no profit – and little or no prospect of making any. But the free money epoch is now ending, and the dire consequences have only just begun for these companies and their shareholders. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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What to expect from the stock market?
Roger Montgomery
June 23, 2022
In this week’s video insight Roger discusses what could be next for the stock market. We already know that P/E ratios have compressed considerably, and taken into account all of the increase in bond rates. What they haven’t done, of course, is priced a very significant recession, nor have they priced the possibility of a financial crisis of any description. But what happens if rates stop rising, and if economies don’t go into a recession, and we don’t get a financial crisis? Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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A deep dive on the Aura High Yield SME Fund – Part 2: How does investing work?
Dean Curnow
June 22, 2022
Last week we looked under the hood on how the Aura High Yield SME Fund provides financing to the Australian SME market through fintech enabled lending platforms. In this article we discuss the mechanics of investing as a wholesale investor and answer some of the operational questions we receive from interested investors. Continue…
by Dean Curnow Posted in Aura Group.
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