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ABC Nightlife: Latest News in Finance
Roger Montgomery
July 26, 2023
Roger Montgomery, Chief Investment Officer joined Philip Clark to discuss the latest financial news. This week’s focus is on the ‘mortgage cliff’ and the impact it’s having, along with an explanation of ‘disflation,’ a term currently circulating in equities markets. Additionally, they explore the growing accessibility of private credit investment for small investors. Listen to the podcast here: ABC Nightlife 25 July 2023
by Roger Montgomery Posted in Radio.
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Aura private credit: Letter to investors 21 July 2023
Brett Craig
July 26, 2023
The Aura Private Credit strategies partner with best of breed non-bank lenders who provide Australian SMEs with specialised funding solutions. These lenders utilise alternative security forms which the banks may be unable to use due to prudential regulations that govern the banking system in Australia. Continue…
by Brett Craig Posted in Aura Group.
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Why small caps could rally from here
Roger Montgomery
July 25, 2023
Back on 12 October last year, with the S&P500 in the grip of a bear market, we published a blog titled “Why it might be time to be greedy once more”. It’s turned out to be a good call, as the index has since gained 21 per cent. But not all companies have participated in the rally – large caps have easily outpaced small caps, which are now selling at very attractive prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why Polen Capital own retailer Five Below
David Buckland
July 24, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore a U.S.-based retail businesses owned by the Polen Capital Small and Mid Cap Fund – Five Below. Continue…
by David Buckland Posted in Companies, Polen Capital.
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Are we headed for another AI winter?
Roger Montgomery
July 21, 2023
I remember the 1999 tech boom like it was yesterday. I was at Merrill Lynch and the average first-day premium for a Nasdaq IPO was 90 per cent! What stood out was investors’ predilection for anything with a ‘.com’ attached to it. Plenty of companies, even junior mining explorers, whacked a .com on the tail of their changed name and watched their valuations surge. Today, I’m seeing the same trend with artificial intelligence (AI). Continue…
by Roger Montgomery Posted in Market commentary.
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Why you should ignore the economic noise
Roger Montgomery
July 20, 2023
Right now, I think many investors are spending too much time focusing on whether a recession is imminent and how many more interest rate rises are likely before the Reserve Bank of Australia (RBA) taps out. I think they would be far better off trying to identify quality companies that are winning market share, raising prices and margins, and expanding into new regions. And there are plenty of those. Continue…
by Roger Montgomery Posted in Market commentary.
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How Yeti Holdings and Floor & Décor Holdings are growing in the hard-surface industry
David Buckland
July 19, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Dechra Pharmaceuticals and Musti Group ride the pet boom
David Buckland
July 18, 2023
The COVID-19 pandemic emphasised the fact pets, at whatever price, have become family members. Two company enjoying this transformation are Dechra Pharmaceuticals and Musti Group. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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