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Three learnings from Polen Capital’s recent Australia tour
Dean Curnow
October 19, 2023
You always learn a lot hearing from seasoned investors. The beauty of the Montgomery business as it has grown is that these nuggets of wisdom through our partner managers are now spread across not only several asset classes but also across a number of geographies. Continue…
by Dean Curnow Posted in Polen Capital.
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ABC The Business – Navigating global turbulence: Insights on market impact
Roger Montgomery
October 18, 2023
In my recent interview on ABC The Business with Kirsten Aiken, I wanted to discuss current global issues and its impacts on the market, the recent (and unique) protest vote surrounding Maxine Brenner on the basis of corporate governance, and the recent minutes released by the Reserve Bank of Australia (RBA) regarding rate hikes. You can watch my interview from the 10:30 minute mark from the episode published 17 October. Navigating global turbulence: Insights on market impact.
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
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A couple of standouts in a tough September 2023 Quarter
David Buckland
October 18, 2023
In this week’s video insight, I’ll be discussing the pleasing performance of both the Montgomery Small Companies Fund and the Aura High Yield SME Fund (for wholesale investors) in the September 2023 quarter. During this time stock markets observed widespread negative returns, mainly due to a significant increase in U.S. ten-year treasury bond yields. Continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
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Ausbiz – Challenging the prediction of a grim decade for equities
Roger Montgomery
October 17, 2023
In this interview with Ausbiz, I wanted to share a different perspective on the future of investments. I challenged the widespread concerns about the S&P 500 indicating a potentially bleak decade ahead. I also wanted to emphasize that individual investors should move beyond broad indices and instead focus on quality businesses. Watch the full interview here: Challenging the prediction of a grim decade for equities
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
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Australian SMEs, non-bank lenders, private credit funds & securitisation
Brett Craig
October 17, 2023
The Reserve Bank of Australia provided an update on its “Recent Developments in Small Business Finance and Economic Conditions” series in the September 2023 bulletin1. The update touches on both the contribution of SMEs to the Australian economy and their access to finance (particularly small businesses), via traditional ADI (bank) funding and non-bank funding. Continue…
by Brett Craig Posted in Aura Group.
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What can we expect from equities in the near future?
Roger Montgomery
October 16, 2023
Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they right? There are always plenty of people happy to offer their opinion. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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GWA group – Finding value in the midst of share price uncertainty
Roger Montgomery
October 16, 2023
Back in February 2020, and just before COVID-19 sent the world into a tailspin, GWA (ASX:GWA) shares were on a high, trading at nearly $4 each. Today, shares in the small cap building materials company and distributor of Caroma, Clark and Dorf bathroom and kitchen accessories, tapware and sanitary ware are trading just below $2, a decline of just over 50 per cent. Continue…
by Roger Montgomery Posted in Companies.
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Qantas chair Richard Goyder to step down amid board overhaul
Sean Sequeira
October 13, 2023
Jessica Yun published an article in The Brisbane Times discussing Qantas’ commitment to overhauling its board of directors, including the early retirement of chairman Richard Goyder. Jessica notes Sean Sequeira’s comments that the mounting pressure on Goyder to resign was becoming a “distraction” for the airline trying to improve its reputation. Read the article here: Qantas chair Richard Goyder to step down amid board overhaul
by Sean Sequeira Posted in On the Internet.
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