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More Chinese property woes spell bad news for iron ore miners
Andreas Lundberg
March 29, 2022
Two recent news items on the problems besetting China’s Evergrande Group tell me that things are going from bad to worse for China’s second largest property developer. And Evergrande’s woes are not an isolated case – signs of distress are starting to emerge at other Chinese developers too. And that’s bad news for our iron ore miners, as property construction accounts for about 42 per cent of Chinese steel demand. Continue…
by Andreas Lundberg Posted in Global markets, Property.
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The stocks set to fly as travel takes off again
Dominic Rose
March 28, 2022
With COVID-19 travel restrictions beginning to ease, the Montgomery Small Companies Fund has been adding to its investments in ASX listed travel businesses. In particular, we like the look of Alliance Aviation Services, Corporate Travel Management, Flight Centre and Webjet, which should all do well as travel rebounds. Continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like, Tourism.
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Ausbiz: A tug of war takes place for Uniti Wireless
Roger Montgomery
March 25, 2022
In this video for Ausbiz Roger discusses the current bidding war for Uniti Wireless (ASX:UWL). There are currently two offers, Morrison & Co at $4.50 and MIRA at $5 and we think the business is really attractive. So how many others will join in and how far will the bidding war go? Watch here. Continue…
by Roger Montgomery Posted in TV Appearances.
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The Polen style of growth investing
Polen Capital
March 25, 2022
With more than 30 years of evidenced success through consistent application of the investment process, in this webcast Portfolio Managers Damon Ficklin and Rob Forker introduced the Polen style of growth investing and the long-term focus on company fundamentals. Continue…
by Polen Capital Posted in Polen Capital, Video Insights.
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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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MEDIA
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.
