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The investment thesis behind Workday – a holding in the Polen Capital Global Growth Fund
David Buckland
September 26, 2023
In this week’s video insight I joined Damon Ficklin, Head of Team and Portfolio Manager from Polen Capital to shed some insight into the strategy behind the Polen Capital Global Growth Fund. Damon highlights how the Fund invests across the growth spectrum owning companies like Amazon or Workday, higher growth businesses although it is also happy to own companies on the other end of the spectrum like a L’Oreal or an Abbott Laboratories. Damon also shares how the investment thesis behind Workday and why it is currently a holding in the Fund. Continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
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Generative AI’s growing impact on businesses
Roger Montgomery
September 25, 2023
Over recent years, artificial intelligence (AI) has gained considerable traction. And on the back of the resultant excitement, price-earnings (P/E) ratios for stocks even remotely related have soared. Is the excitement premature? Continue…
by Roger Montgomery Posted in Market commentary.
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- POSTED IN Market commentary.
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Ausbiz – How AI can fundamentally change the business landscape
Roger Montgomery
September 22, 2023
In my recent interview with Ausbiz, I wanted to delve into the potential of artificial intelligence (AI) in transforming various fields like e-commerce and workforce optimisation by streamlining repetitive tasks and boosting overall productivity. In lieu of this, I emphasised the need for the investment landscape to adapt to this impending disruption. Listen to the full interview here
by Roger Montgomery Posted in TV Appearances.
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- POSTED IN TV Appearances.
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The OECD says core inflation remains persistent in many countries
David Buckland
September 22, 2023
With forecasters failing to predict the acceleration of inflation from 2021, and its subsequent persistence, it is unsurprising that the U.S. ten-year treasury bonds now exceeds 4.4 per cent, the highest yield recorded in 16 years. Continue…
by David Buckland Posted in Economics, Market commentary.
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- POSTED IN Economics, Market commentary.
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Who will emerge as the winners and losers of AI?
Roger Montgomery
September 21, 2023
In the ever-evolving landscape of technology, the rise of artificial intelligence (AI) has become an undeniable force of change. Amidst the hype and speculation, one question stands out: who will emerge as winners and losers as AI adoption accelerates among consumers? While many uncertainties remain, it is increasingly clear that AI has the potential to revolutionise the way we interact with the digital world. Continue…
by Roger Montgomery Posted in Market commentary, Polen Capital.
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Revving up: Australian auto market hits historic high in August
Roger Montgomery
September 20, 2023
In a remarkable surge, the Australian automotive market witnessed a historic high in August with 109,966 new vehicles sold. This momentous spike has been attributed to an upsurge in pent-up demand and a resurgence in supply. Notably, this August performance broke previous records, following on the heels of similarly ground-breaking sales in May and July this year. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Increasing the yield on the fixed interest component of your portfolio
David Buckland
September 19, 2023
According to the Australian Bureau of Statistics (ABS), 700,000 Australians are expected to retire over the next five years, taking the total number of retired Australians to 5 million, or around 18 per cent of a forecasted 27.5 million population[1]. The demographic shift is forcing a rethink in terms of retirees’ superannuation and savings. Continue…
by David Buckland Posted in Investing Education.
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- POSTED IN Investing Education.
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Dear young investor: MINIMISE your contributions to super
Roger Montgomery
September 18, 2023
Back in 2013, I wrote a now infamous article entitled Dear Under 50 Investor. For convenience, I have linked that article at the end of this one. That article made it clear Australians’ superannuation would not be the great source of wealth accumulation for the youth that it once was, and still is, for the older cohort of baby boomers. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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