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Aussie companies are now global standouts
Andreas Lundberg
March 10, 2021
According to JP Morgan, companies on the ASX have, on average, received some of the largest positive earnings per share revisions anywhere in the world. The reason is likely because our economy has been less impacted by COVID-19 than in most other nations. But this doesn’t mean our market is looking cheap. Continue…
by Andreas Lundberg Posted in Companies, Market commentary.
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ABC Nightlife – Style rotation in markets
Roger Montgomery
March 10, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to talk about recent stock market activity, with the tech names down, responding negatively to rising bond yields. One of the largest market rotations over the past 20 years is upon us. Growth stocks outperformed at the beginning of the year, driven by record low interest rates and the pandemic-induced shift online. Now, as the vaccine rollout gatherers steam, value is back in focus and those stocks that struggled are clawing back gains. Listen to the full interview here.
by Roger Montgomery Posted in Radio.
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Polen Capital’s investment philosophy
David Buckland
March 9, 2021
In this week’s video insight David shares the characteristics of Polen Capital’s investment philosophy and the strong returns with the Polen Capital Global Growth Strategy having delivered an average annual return of 15.75 per cent, in the five years to December 2020. Continue…
by David Buckland Posted in Video Insights.
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Polen Perspectives: Finding Sustainable Growth Around the World
Polen Capital
March 9, 2021
Montgomery has partnered with Polen Capital to make two Polen Capital global growth strategies available. In introducing Polen Capital to you, we are delighted to share this recent webinar with Polen Global Growth Portfolio Manager Damon Ficklin and Investment Specialist Adnan Younis, CFA where they share their thoughts on technology valuations, global themes impacting markets, and what they see as the new recession-proof businesses. You can listen to the webinar here.
by Polen Capital Posted in Polen Capital.
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The Yandex tailwinds
David Buckland
March 8, 2021
In an interesting piece of research into the Russian e-commerce market, JP Morgan surveyed 3,000 online shoppers and concluded that online sales will grow at an annualised 28 per cent over the next five years. Continue…
by David Buckland Posted in Companies, Emerging Markets.
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Why you should be wary if bond rates rise
Roger Montgomery
March 5, 2021
Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative ‘assets’ like cryptocurrency. But, if rates start to rise in a meaningful way, the price of these assets could tumble. Now could be a good time to re-assess your portfolio. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Are SaaS businesses the new safeties? Why Polen think they could be recession-resistant investments
Polen Capital
March 4, 2021
In a challenging COVID-19 environment, the performance of Polen’s Software-as-a-Service (SaaS) holdings has led the firm to question whether these companies may offer the benefits of typical recession-resistant businesses but with potentially more sustainable growth. Continue…
by Polen Capital Posted in Polen Capital.
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My take on a terrific reporting season
Roger Montgomery
March 3, 2021
One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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