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Central Banks just can’t control the weather
David Buckland
June 3, 2024
Australia’s annual inflation rate edged up to 3.6 per cent in April, and this included food price inflation of 3.8 per cent. And according to the U.S. Bureau of Labor Statistics, energy and food represents 7 per cent and 13 per cent, respectively, of the U.S. consumer price index (CPI), whilst commodities represent close to 36 per cent. That said, central banks in setting monetary policy, generally place less emphasis on the price changes of these more volatile inputs. Continue…
by David Buckland Posted in Economics.
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Ausbiz – Stocks that are “hot” right now
Sean Sequeira
May 31, 2024
In my recent interview with Ausbiz, I discussed the current economic market, highlighting the change in investor perception regarding interest rates and its significant influence on market performance. I assessed the Macquarie conference, noting the impact of JB Hi-Fi (ASX:JBH) and Super Cheap Auto (ASX:SUL) on retailer expectations, and analysed the challenges banks face in improving their net interest margin amid rising competition and costs. Continue…
by Sean Sequeira Posted in Companies, TV Appearances.
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Are we about to see increased property market volatility?
Roger Montgomery
May 30, 2024
Australia is currently witnessing challenging dynamics in the property market, where the costs and complexities associated with owning investment properties often outweigh the potential returns. Are high interest rates, increasing taxes, and rising maintenance expenses making property investment less attractive?
Continue…by Roger Montgomery Posted in Editor's Pick, Property.
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The RBA’s balanced approach to monetary policy amidst persistent inflation and economic pressures
Brett Craig
May 29, 2024
Last week the Reserve Bank of Australia (RBA) released the minutes from their most recent monetary policy meeting, held earlier this month. The decision to keep the cash rate was made because there had not been sufficient data to warrant a change at this stage. Given that inflation is continuing to trend down, towards the top of the target range, and the path has not altered course, there was no argument against the decision made this month. However, the messaging does not rule out an additional rate rise. Continue…
by Brett Craig Posted in Aura Group.
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The rise of Telix Pharmaceuticals
David Buckland
May 28, 2024
In this week’s video insight, I discuss the remarkable progress of Telix Pharmaceuticals (ASX:TLX). Over the past ten months, Telix’s share price has seen significant growth, driven by advancements in radiation imaging and therapy technologies. Their flagship product, Illuccix, is gaining traction in the market. With impressive revenue growth and strategic acquisitions, Telix Pharmaceuticals is well-positioned for continued success in the healthcare sector. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Just how small are small cap companies?
Michael Gollagher
May 27, 2024
One of the questions we get asked often is about the size of the companies that we can invest in with the Montgomery Small Companies Fund. So, I thought we would take a moment to have a look at the S&P ASX Small Ordinaries Index so we can understand some of the names in the market that could form part of our fund and investment universe. Continue…
by Michael Gollagher Posted in Small Caps.
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How much better off are you in a private credit fund versus an investment property?
Roger Montgomery
May 24, 2024
I recently met with a dear friend who was celebrating the full repayment of his mortgage. Putting aside the fact most people might think that’s an unusual milestone to celebrate, he used the gathering to discuss what investments he could fund by borrowing against his house. From the frying pan into the fire. Continue…
by Roger Montgomery Posted in Aura Group, Property.
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Should BHP keep bidding against itself?
David Buckland
May 23, 2024
In this week’s video insight, Sean Sequeira and I discuss the strategic decisions within the mining sector, highlighted by BHP’s latest bid for Anglo American. This move, part of a broader trend of significant acquisitions, could reshape the competitive landscape by boosting BHP’s (ASX:BHP) production in iron ore, copper, and metallurgical coal. We also explore how other industry giants like Rio Tinto (ASX:RIO) are positioning themselves amidst these shifts, focusing on internal growth and strategic asset management. Join us as we delve into these developments and their implications for the global mining industry. Continue…
by David Buckland Posted in Video Insights.
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