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  • Roger chats with Gary Rollo to discuss why Megaport is a holding in the Montgomery Small Companies Fund. Watch here.

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Polen Capital Global Growth Q12022 Commentary
May 5, 2022
by Polen Capital
Are Central Banks tightening too late as inflation hits 30 to 40 year highs?
May 2, 2022
by David Buckland
The Montgomery Fund quarterly video March 2022
April 21, 2022
by Joseph Kim
What to expect from bank net interest margins
April 14, 2022
by Stuart Jackson
  • Aura High Yield SME Fund

    Aura High Yield SME Fund: Letter to Investors 01 July 2022

    Brett Craig
    July 4, 2022

    The RBAs July monetary policy decision will be made on Tuesday, with markets pricing in a 50 basis point rise, according the ASX RBA Rate Tracker. The RBA Rate Indicator run by the ASX aims to demonstrate market expectations of the change in the cash rate. Continue…

    by Brett Craig Posted in Aura Group.
    • save this article
    • POSTED IN Aura Group.
    Aura High Yield SME Fund
  • Farewell fiscal 2022, hello fiscal 2023

    David Buckland
    July 4, 2022

    Many commentators point to the six months to June 2022 as being one of the worst June half-year periods for the performance of both the share market and the bond market for several decades. Continue…

    by David Buckland Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
  • Relief rally or sustained bounce?

    Roger Montgomery
    July 1, 2022

    In this video insight Roger discusses current market conditions with equities having rallied off the lows recently thanks to a lower oil price and a retreat in bond yields amid fears of a recession. Have we reached the bottom yet? Continue…

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
  • How KFC is making CKF a bear market winner

    Roger Montgomery
    June 30, 2022

    Fast food businesses usually do well when times are tough, as many people – and families in particular – opt for less expensive places to eat out. It’s therefore no surprise that Collins Foods (ASX:CKF) – which operates KFC and Taco Bell in Australia and KFC in Europe – has outperformed the market. For the month ending 27 June, the Small Ordinaries Index fell eight per cent while CKF declined half that amount. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick.
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    • POSTED IN Companies, Editor's Pick.
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  • Why I’m less pessimistic about rising official cash rates

    David Buckland
    June 29, 2022

    In this week’s video insight David identifies why he is less pessimistic about rising official cash rates than many commentators, and with the damage done to share prices since late-2021 why we might soon be provided with some good opportunities to buy high quality businesses at very reasonable prices. Continue…

    by David Buckland Posted in Video Insights.
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    • POSTED IN Video Insights.
  • When bad news is good news

    David Buckland
    June 28, 2022

    After the very sharp sell-off in the share market, the recent rally is indicative of a mood where bad news is good news. Specifically, the recognised slowdown in the English-speaking economies likely means the various Central Banks will not be required to increase official cash rates by the amount that most forecasters had assumed. Continue…

    by David Buckland Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Aura High Yield SME Fund

    Aura High Yield SME Fund: Letter to Investors 24 June 2022

    Brett Craig
    June 27, 2022

    The RBA delivered a speech this week indicating faster monetary policy tightening is to come in the near-term with the aim of curbing the rate of inflation. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura High Yield SME Fund
  • What if interest rates don’t go as high as the market is predicting?

    Andreas Lundberg
    June 27, 2022

    With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted. And if I’m correct, investors will be able to pick up (some of) these high growth companies at more favourable prices. Continue…

    by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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    • POSTED IN Editor's Pick, Market commentary.
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