As investors, we can’t drive the car with our eyes on the rear-view mirror, even in the current murky conditions. So where should you look at investing in 2023? watch here
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End of the Term Funding Facility = Greater opportunity for Non-bank SME Lenders
David Buckland
January 25, 2023
When the COVID-19 pandemic got going in early-2020, the Reserve Bank of Australia established the Term Funding Facility (TFF) to offer low-cost three-year funding to authorized deposit-taking institutions (ADIs, often referred to as the Banks). This facility essentially provided the Banks with access to extremely low-cost funding (at a flat 0.10 per cent fixed for 3 years) for the period up until 30 June 2021, when new drawdowns ceased. Continue…
by David Buckland Posted in Aura Group.
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IMDEX’s strategic acquisition of Devico
David Buckland
January 24, 2023
In this week’s video insight David takes a closer look at IMDEX’s (ASX:IMD) acquisition of Devico AS. The strategic combination expands the product suite and client footprint offers extended market presence in key mining regions as well as cross-selling opportunities for IMD’s integrated solutions, with the global number one position in each of Rock Knowledge Sensors, Drilling Optimisation Products and Real-Time Data and Analytics. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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December quarter update on the Polen Capital Global Small and Mid Cap Fund
Polen Capital
January 23, 2023
The fourth quarter of 2022 echoed themes that endured throughout the year, and despite posting double-digit returns over the quarter, 2022 ended with the largest annual decline since 2008. While multiple compression was behind the broad decline over the year, the fourth quarter saw multiples expand for the first time since Q4 2021. Signs of inflation slowing mostly drove this reversal. Continue…
by Polen Capital Posted in Polen Capital.
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What can we expect from markets in 2023?
Scott Phillips
January 20, 2023
The calendar year of 2022 proved to be a tough one for most investors. In fact, it is only the third time in the last 100 years that both equities and bonds have recorded a down year together (those years being 1931, 1969 and now 2022). Bonds, which usually provide a cushioning effect for portfolios in times of equity market weakness proved ineffective as inflation soared, pushing bond yields higher and bond prices lower. Continue…
by Scott Phillips Posted in Global markets, Market commentary.
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December quarter update on the Polen Capital Global Growth Fund
Polen Capital
January 20, 2023
While the market experienced some recovery during the fourth quarter, the speed of the market decline and the aggregate losses as of year-end made 2022 one of the most challenging years for the market in many years. Continue…
by Polen Capital Posted in Polen Capital.
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Is Corporate Travel the pick of Australia’s travel stocks?
Sean Sequeira
January 18, 2023
The COVID-19 pandemic smashed the earnings of travel businesses across the globe. But here in Australia, Corporate Travel Management (ASX:CTD) not only withstood the tourism downturn – it was able to grow. With its share price still below the pre-COVID-19 level, and the business in great shape, Corporate Travel Management is a quality company with potential for much larger earnings growth in the years ahead. Continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like.
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Don’t invest by looking in the rear-view mirror
David Buckland
January 17, 2023
In this week’s video insight David reviews how the tightening of official cash rates in 2022 impacted markets and discusses why you shouldn’t invest by looking in the rear-view mirror. Companies with highly reliable cash flow and demonstrated resilience will likely be the winners in an environment of slower economic growth. Continue…
by David Buckland Posted in Editor's Pick, Video Insights.
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ASX consumer discretionary stocks: Broker views and a fundie’s top pick
Sean Sequeira
January 9, 2023
Glenn Freeman published an article in Livewire Markets discussing what lies ahead for the consumer discretionary sector in the year ahead. Australian Eagle’s Sean Sequeira says there is a good reason that some stocks in the sector currently look cheap and many of these share prices don’t align with where they’ll be 12 months from now. Read the article: ASX consumer discretionary stocks: Broker views and a fundie’s top pick
by Sean Sequeira Posted in On the Internet.
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