There’s a lot of talk right now about bonds and rate hikes, but there is one part of the stock market that is flying under the radar. And this is small caps. In this article for Capital Brief Rob Forker, from our global equities partner Polen Capital shares why he is seeing a decades-low valuation relative to large cap indices. Read the article: The investors getting set for an epic resurgence in small caps

by Polen Capital Posted in Editor's Pick, In the Press, On the Internet.

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There is a well-known Harvard Business School case study where the Japanese automakers tried to enter the U.S. market in the late-1960s and kept returning home with their tail between their legs as their early vehicles were not designed for big distances on the open American road. Fast forward 50 years and Toyota consistently has one of the largest market shares in the U.S., and not so long-ago Lexus was much preferred over other luxury brands including BMW and Mercedes. Continue…

by David Buckland Posted in Global markets, Market commentary.

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Crossborder Capital recently charted the dynamic shifts in global investor positioning. Measuring “Risk Exposure”, the analysis seeks to describe the extent to which investors have adopted risk, with the task being to identify which markets are ‘overbought’ or ‘oversold’. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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The recent removal of the Speaker of the U.S. House of Representatives, Kevin McCarthy, seems to coincide with the outlook of an unsustainable budget deficit and the likelihood the U.S. Federal Debt to GDP ratio will soon exceed the record reached in 1946, immediately after the second World War. Continue…

by David Buckland Posted in Economics, Global markets, Market commentary.

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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. 

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by Roger Montgomery Posted in Economics, Market commentary.

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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.

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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.

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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.

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