Our recent launch of the Polen Capital Global Growth Fund marks the formal commencement of our partnership with Polen Capital. After due diligence of several established global managers with long term track records we are delighted to have found in Polen, a team with integrity, a desire to offer their expertise to Australians, and a deep attachment to a quality-based investment philosophy. Continue…

by Dean Curnow Posted in Polen Capital.

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As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. Federal Reserve Chairman, Jerome Powell, thinks the current spike is transitory. Time will tell if he’s right. But whether it’s transitory or persistent, inflation will impact stock market returns. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. Continue…

by Joseph Kim Posted in Editor's Pick, Video Insights.

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Fear of reemergent inflation peaked earlier this year, coinciding with a surge in US ten-year bond rates to 1.745 per cent at the end of March. While bond rates have eased slightly (now 1.61 per cent) they remain persistently and materially higher than at any time in 2020. Part of the reason remains lingering concerns about inflation. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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The education industry is fond of stating that foreign students studying in Australia represent a $40 billion export industry.* And it’s using this ‘export’ benefit to push for an early re-opening of our national borders for foreign students.  I’m not denying that education is a sizeable export, but is this $40 billion figure actually correct? Continue…

by Andreas Lundberg Posted in Tourism.

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Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but has managed to surprise market estimates to the upside three times since then with impressive and accelerating rates of organic growth. Clearly, it’s a great story, and I like the firm’s short to medium term prospects. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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Compared to most other major economies, Australia is now in a sweet spot. After breezing through the COVID-19 pandemic, economic growth is above expectations, unemployment is low, and the outlook for business is incredibly positive. If you add low rates and ongoing government support to the mix, it all adds up to a rosy near-term outlook. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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There are over 2,000 companies listed on the ASX and most of them are small caps presenting huge investment opportunities in ASX small cap stocks, but how do you know which ones to invest in? We look for exposure to high-quality businesses that exhibit considerable growth and will come out of the pandemic in a stronger competitive position.

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by Gary Rollo Posted in Companies, Investing Education.

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