In this week’s video insight, I discuss the Baby Boomers looming retirement, and the importance of ensuring financial stability. With rising property costs and the need to replace lost income, finding reliable investments is essential. I highlight private credit as an option, offering the potential for returns with lower volatility. By diversifying investments, retirees can enhance their income, providing financial security throughout their retirement years. Additionally, I address how rising property prices impact young people, making it harder for them to afford homes.   Continue…

by David Buckland Posted in Aura Group, Video Insights.

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I had the pleasure of joining Chris Batchelor to present a webinar hosted by Stockopedia as part of their Investing Mastermind series. We delved into unlocking the secrets of stock selection and identifying high-quality stocks. Continue…

by Roger Montgomery Posted in Editor's Pick, Stocks We Like, Talks.

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Since the beginning of the year, the Polen Capital Global Growth Fund has traded, or adjusted positions in, a number of portfolio holdings and as some of the names are those you are likely familiar with, Polen Capital thought it would be more than a little interesting to shed some light on the reason for the changes.  Continue…

by Roger Montgomery Posted in Companies, Polen Capital.

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In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed several key financial trends and their global impacts. We covered the significant growth of the S&P 500 over the last four years, driven largely by technology stocks and the artificial intelligence revolution. We also delved into the current economic climate in Australia, examining the rising inflation and consumer price index (CPI), and how these factors are influencing discretionary spending and mortgage interest rates. Additionally, we explored the dynamics of the Chinese economy, focusing on the implications of Australia’s coal and iron ore exports to China.  Continue…

by David Buckland Posted in Economics, Editor's Pick, Radio.

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With the U.S. official cash rate remaining in the 5.25 per cent to 5.50 per cent range and the U.S. consumer price index rising at an annual pace of 3.3 per cent in May, it appears the U.S. Federal Reserve (Fed) will be sitting on their hands over the foreseeable future as they wait for the rate of inflation to decelerate sustainably toward two per cent. Continue…

by David Buckland Posted in Economics.

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Here’s an investment theme worth watching, especially if weight loss drugs such as Ozempic start to experience mass adoption in Australia.

In the U.S., apparel retailers are capitalising on the weight loss trend in what is perhaps an unexpected way.

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by Roger Montgomery Posted in Companies.

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We recently wrote about the then-upcoming Guzman y Gomez (ASX:GYG) float. That post and its associated social media mentions engendered some polarized views. Curiously, perhaps the bullish camp was filled with those who eat and enjoy Guzman y Gomez’s products. Those who thought the burritos missed the mark assumed the initial public offering (IPO) would do likewise. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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I think it’s fair to say anyone with a mortgage or business loan would like to see some relief at the Reserve Bank of Australia (RBA) bowser. While rate cuts benefit those with loans, with real estate, and mortgages, rate cuts could push real estate prices up, further hindering those who are already validly complaining about affordability.  Continue…

by Roger Montgomery Posted in Economics, Editor's Pick.

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