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Global investor positioning analysis: Insights, trends, and implications for investors
Roger Montgomery
October 10, 2023
Crossborder Capital recently charted the dynamic shifts in global investor positioning. Measuring “Risk Exposure”, the analysis seeks to describe the extent to which investors have adopted risk, with the task being to identify which markets are ‘overbought’ or ‘oversold’. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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- POSTED IN Global markets, Market commentary.
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Budget deficits, debt ratios, and bond markets: What lies ahead for U.S. investors?
David Buckland
October 9, 2023
The recent removal of the Speaker of the U.S. House of Representatives, Kevin McCarthy, seems to coincide with the outlook of an unsustainable budget deficit and the likelihood the U.S. Federal Debt to GDP ratio will soon exceed the record reached in 1946, immediately after the second World War. Continue…
by David Buckland Posted in Economics, Global markets, Market commentary.
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- POSTED IN Economics, Global markets, Market commentary.
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Insights navigating the complex economic landscape
Roger Montgomery
October 6, 2023
The economic outlook both in Australia and abroad remains complex, with the lags from material monetary policy tightening proving to be longer than expected. The U.S. economy is showing remarkable resilience, with the consumer benefiting from savings buffers, fixed rate mortgages and rising real wages.
by Roger Montgomery Posted in Economics, Market commentary.
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- POSTED IN Economics, Market commentary.
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Have investors considered less dynamism in interest rates?
Roger Montgomery
October 5, 2023
I have a great deal of respect for the team that has been assembled at Barrenjoey, and I have every confidence they will add enormous value to investors through their insights and contribution to the ongoing conversation about the economy and markets. Barrenjoey recently penned a note revealing their outlook for economies and markets, and it’s safe to say, it isn’t the consensus view, which makes it particularly compelling reading. Continue…
by Roger Montgomery Posted in Economics, Market commentary, Stocks We Like.
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- POSTED IN Economics, Market commentary, Stocks We Like.
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Ausbiz – Riding the equity market rollercoaster
Sean Sequeira
October 4, 2023
Sean Sequeira, Chief Investment Officer from our investment partner Australian Eagle Asset Management joined Ausbiz to share his insights into current equity markets, highlighting the substantial impact of bond yields on the volatility in markets. Sean shares some top stand-out performers from reporting season including Cochlear (ASX:COH) in healthcare and Altium (ASX:ALU) in technology, both lauded for their long-term potential and growth prospects. He also notes a potential shift in insurance company QBE (ASX:QBE) that could boost returns. Watch the interview: Riding the equity market rollercoaster
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like, TV Appearances.
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Don’t sell! House prices must go up (unless you’re in Victoria)
Roger Montgomery
October 4, 2023
Recent data from the Australian Bureau of Statistics (ABS) has highlighted a significant concern echoed by analysts like Leith Van Onselen of Macro Business. According to the latest ABS data, Queensland’s population has grown by 124,200 residents in just the past year, culminating in March. This dramatic increase can be attributed to a combination of substantial overseas arrivals and a notable interstate migration trend. Continue…
by Roger Montgomery Posted in Market commentary, Property.
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The RBA’s battle with inflation: Examining the latest data points
Brett Craig
October 3, 2023
The Australian Bureau of Statistics (ABS) released some important data points last week on the state of inflation and the national accounts. The headline figures did not demonstrate the signs of contraction the Reserve Bank of Australia (RBA) is trying to achieve, however looking into the underlying causes and effects can provide some clarity and sense of optimism. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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How the Polen Capital Global Small and Mid Cap Fund finds under-explored high quality companies
David Buckland
October 3, 2023
In this video insight, I am joined by Rob Forker, the portfolio manager of the Polen Capital Global Small and Mid Cap Fund. We discuss Polen Capital’s strategy of selecting elite companies from a pool of 8000 global stocks based on their five guide rails. Rob also highlights Polen’s approach to investing across the growth spectrum, balancing slower-growing, stable companies like Cochlear with high-growth firms like Globant. Despite the challenging market conditions, Rob remains confident in their strategy, believing that earnings growth will ultimately drive long-term stock price appreciation. Continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.