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. 

Continue…

by Roger Montgomery Posted in Economics, Market commentary.

• save this article
• POSTED IN Economics, Market commentary.

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.

• save this article
• POSTED IN Economics, Market commentary, Stocks We Like.

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.

• save this article
• POSTED IN Companies, Editor's Pick, Stocks We Like, TV Appearances.

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.

• 7 Comments
• save this article
• 7
• POSTED IN Market commentary, Property.

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.

• save this article
• POSTED IN Aura Group, Market commentary.

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.

• watch video
• save this article
• POSTED IN Editor's Pick, Polen Capital, Stocks We Like, Video Insights.

Back in March 2022, Toby Roberts advocated for a dollar cost averaging approach to investing. Considering that The Montgomery Small Companies Fund has returned 11.19 per cent in the three months to 31 August, resulting in an outperformance of 8.97 per cent over its benchmark, I wanted to explore whether dollar cost averaging has provided another win for investors. Continue…

by Roger Montgomery Posted in Investing Education.

• save this article
• POSTED IN Investing Education.

Australian small companies can provide investors with opportunities to tap into global themes that we believe will drive investment returns in the future. One of these is what is the most effective solution for achieving decarbonisation in electricity production. Continue…

by Michael Gollagher Posted in Energy / Resources, Market commentary, Stocks We Like.

• save this article
• POSTED IN Energy / Resources, Market commentary, Stocks We Like.