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  • When markets behave like a voting machine, they tend to ignore a business’ underlying fundamentals. Learn more.

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The Polen style of growth investing
March 25, 2022
by Polen Capital
The industries outperforming when inflation is high
March 22, 2022
by Roger Montgomery
The Montgomery Fund's positioning through reporting season and Russia and Ukraine's conflict
March 17, 2022
by Joseph Kim
The Montgomery Fund’s performance and positioning
March 16, 2022
by Joseph Kim
  • ABC Nightlife: Should investors think of running to the hills?

    Roger Montgomery
    June 1, 2022

    Roger joined Philip Clark on ABC Nightlife to discuss whether an economic recession is on the cards. We can say that the COVID crisis created a once-in-a-generation economic crisis, which justified constant use of vast money printing and borrowing to get through it, but in truth we’ve had three major economic upsets in the space of 13 years. There’s no guarantee that we will fall into recession, coming out of the pandemic, but there’s certainly no guarantee we won’t either.  Listen here.

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
  • Why I am personally adding to my equity investments

    Roger Montgomery
    June 1, 2022

    In this week’s video insight Roger discusses how the higher interest rates expected from the U.S. Federal Reserve are almost entirely responsible for the sell-off in the stock market, causing the Price Earnings (P/E) compression we have seen to date. Unless the Fed surprises with even more aggressive rate hikes, the future direction of the market should now be determined by earnings growth. Continue…

    by Roger Montgomery Posted in Video Insights.
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    • 1 Comments
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    • 1
    • POSTED IN Video Insights.
  • Buy hold sell: The small-cap sectors to avoid (and where to invest)

    Gary Rollo
    May 31, 2022

    Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.

    by Gary Rollo Posted in On the Internet, TV Appearances.
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    • POSTED IN On the Internet, TV Appearances.
  • Are we there yet?

    Roger Montgomery
    May 31, 2022

    Investors would like to know if we are near the bottom. While, trying to time markets is a mugs game, the following three charts offers one interpretation of the prospects for the broader market. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • Aura High Yield SME Fund

    Aura High Yield SME Fund: Letter to Investors 27 May 2022

    Brett Craig
    May 30, 2022

    This week we saw a change in government, the release of household spending data and Australian business conditions and sentiment data. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura High Yield SME Fund
  • Buy hold sell: 5 discounted growth stocks

    Gary Rollo
    May 30, 2022

    Gary Rollo joined James Marlay and Josh Clark on Livewire‘s Buy Hold Sell to discuss growth stocks that have been punished and are now discounted including IDP Education, Pro Medicus, City Chic Collective and two stocks that have been oversold and now look attractive. 

    Continue…

    by Gary Rollo Posted in On the Internet, TV Appearances.
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    • POSTED IN On the Internet, TV Appearances.
  • Sky News: Very difficult to raise interest rates without inspiring a recession

    Roger Montgomery
    May 30, 2022

    In this interview for Sky News Roger joined Ross Greenwood to discuss interest rates. With the change of government and Jim Chalmers citing a challenging economic outlook, we can define the challenges in our economy as skyrocketing inflation, rising interest rates, and a fall in real wages. Will inflation hold off further rate rises? Listen to the 5-minute interview in this video.

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
  • Food and energy prices hurt living standards

    David Buckland
    May 30, 2022

    In last Thursday’s Chanticleer, my friend Tony Boyd made the following stark observation: In Britain, the regulator warned the electricity price cap is likely to rise to GBP2,800 (A$5,000) from October 2022, a staggering increase of GBP1,500 (A$2,700) in 12 months. It is estimated there are about 6.5 million British households in fuel poverty, defined as spending 10 per cent of income on energy. Continue…

    by David Buckland Posted in Energy / Resources.
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    • POSTED IN Energy / Resources.
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