Search Results for: property
-
A $9 billion Opportunity for Non-bank SME Lenders
Brett Craig
January 30, 2023
The conclusion of the Term Funding Facility and conclusion of the Federal Government Coronavirus SME Guarantee Scheme means approximately $9 billion1 of SME credit will require refinancing by Australian non-bank lenders over 2023 and 2024. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
December quarter update on the Polen Capital Global Small and Mid Cap Fund
Polen Capital
January 23, 2023
The fourth quarter of 2022 echoed themes that endured throughout the year, and despite posting double-digit returns over the quarter, 2022 ended with the largest annual decline since 2008. While multiple compression was behind the broad decline over the year, the fourth quarter saw multiples expand for the first time since Q4 2021. Signs of inflation slowing mostly drove this reversal. Continue…
by Polen Capital Posted in Polen Capital.
- save this article
- POSTED IN Polen Capital.
-
Don’t invest by looking in the rear-view mirror
David Buckland
January 17, 2023
In this week’s video insight David reviews how the tightening of official cash rates in 2022 impacted markets and discusses why you shouldn’t invest by looking in the rear-view mirror. Companies with highly reliable cash flow and demonstrated resilience will likely be the winners in an environment of slower economic growth. Continue…
by David Buckland Posted in Editor's Pick, Video Insights.
- watch video
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Video Insights.
-
ABC Nightlife: Interest rates
Roger Montgomery
December 14, 2022
Roger Montgomery joined Phil Clark on ABC Nightlife to discuss what lies ahead for the Australian property market. As anyone with a mortgage knows, the official cash rate is at 10-year high after eight consecutive month increases, so what is in store for 2023? Listen to the podcast here: ABC Nightlife 13 November 2022
by Roger Montgomery Posted in Value.able.
- save this article
- POSTED IN Value.able.
-
Why we view Commonwealth Bank as the highest quality of the big four banks
Sean Sequeira
November 25, 2022
At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on stocks and will always be an important consideration in terms of our assessment of the quality of a company. However, the investment team tends to focus more on the inherent fundamentals of stocks especially those involving factors under management’s control. Continue…
by Sean Sequeira Posted in Companies, Financial Services, Stocks We Like.
- save this article
- POSTED IN Companies, Financial Services, Stocks We Like.
-
Will house prices drop once fixed rate mortgages mature?
Roger Montgomery
November 16, 2022
In this week’s video insight Roger addresses wave of fixed-rate mortgages that will soon revert to much higher rates and the impact this will have on national property prices. So exactly how many mortgages were written and is there actually a cliff we need to worry about? Continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
- watch video
- 3 Comments
- save this article
- 3
- POSTED IN Editor's Pick, Property, Video Insights.
-
The Aura difference
Dean Curnow
November 10, 2022
Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds. Continue…
by Dean Curnow Posted in Aura Group, Investing Education.
- save this article
- POSTED IN Aura Group, Investing Education.
-
Don’t get too comfortable: Bridgewater says there’s more pain ahead
Roger Montgomery
November 8, 2022
With U.S. and Australian equities having fallen for almost a year, many investors are starting to wonder if this bear market is coming to an end. After all, the average length of a bear market is 9.5 months, according to Investopedia. So, we’re getting close, right? Apparently not, say the analysts at Bridgewater Associates, the giant hedge fund started by Ray Dalio. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
- 1 Comments
- save this article
- 1
- POSTED IN Editor's Pick, Global markets, Market commentary.
-
September quarter update on the Polen Capital Global Growth Fund
Polen Capital
October 25, 2022
During the September 2022 quarter, the world continued to experience persistent inflation. This included the zero tolerance COVID-19 policies in China resulting in the sudden and complete shutdowns of some large cities; the ongoing war in Ukraine; and substantial tightening measures by central banks worldwide. Continue…
by Polen Capital Posted in Polen Capital.
- save this article
- POSTED IN Polen Capital.
-
Rising rates are crimping US and Aussie spending power
Roger Montgomery
October 18, 2022
Rising interest rates in Australia and the U.S. are having a profound effect on discretionary spending and housing markets. In Australia, they’re also adding to mortgage stress. According to Roy Morgan research, 942,000 Australians are experiencing mortgage stress, and that figure will rise if rates keep heading north. The good news for investors is that equity markets usually bottom when the times are at their toughest. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
What New Zealand’s rate tightening cycle tells us
David Buckland
October 11, 2022
The Reserve Bank of New Zealand was the first English-speaking Central Bank out of the blocks in their tightening cycle. Commencing in October 2021, the RBNZ has increased its official cash rate on eight separate occasions to 3.50 per cent. Here are my observations on the impacts. Continue…
by David Buckland Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Aura Private Credit: Letter to investors 07 October 2022
Brett Craig
October 10, 2022
The Reserve Bank of Australia (RBA) landed on a 25 basis point rise last week, which some are viewing as adopting a “wait and see” approach. The 25 basis point rise last week brought the official cash rate to 2.60 per cent, the highest rate we have seen in nine years. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
Aura Group’s private credit track record
Roger Montgomery
October 7, 2022
In this video, Brett Craig and Roger Montgomery discuss why private credit has been the preserve of high-net-worth investors, and why the banks pulled away from lending small amounts over the short term to small and medium businesses. Brett also reveals the Aura team’s track record in private credit through disruptive markets, how they navigate rising interest rates and the types of businesses for which they provide lending. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Aura Group, Editor's Pick, Video Insights.
-
Buy in gloom and sell in boom
David Buckland
September 30, 2022
In this week’s video insight David discusses why it’s important to asses how we avoid losing real purchasing power and what we can do to drive real inflation-adjusted returns from our investments. Given inflation is rearing its ugly head and hitting the highest level since the early-1980s, how do investors increase their nominal return? Continue…
by David Buckland Posted in Video Insights.
- watch video
- save this article
- POSTED IN Video Insights.
-
Fintech SME lending in Australia
Brett Craig
September 13, 2022
Fintech-based lenders have emerged since the introduction of the peer-to-peer platform Zopa in the United Kingdom in 2005. Fintech lenders aim to reduce friction in the borrowing process for their customers, reducing the turnaround time from application to funding and offer products which best suit the borrowing needs of the customer. Continue…
by Brett Craig Posted in Aura Group, Financial Services.
- save this article
- POSTED IN Aura Group, Financial Services.
-
House prices fall as access to credit gets tighter
Roger Montgomery
September 2, 2022
Investors wondering where property prices might go next need only watch one indicator: access to housing credit. Because, as access to credit tightens, house prices fall. With credit getting harder to access since the end of 2021, it’s small wonder August saw the largest monthly decline in house prices in nearly 40 years. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- save this article
- POSTED IN Editor's Pick, Property.
-
A fund for investors seeking monthly income
Roger Montgomery
September 1, 2022
To provide a wider range of high quality investment choices, and stable monthly income, Montgomery Investment Management partnered with Aura Group and Brett Craig in May 2022. We are now delighted to announce the launch of our second income strategy, the Aura Core Income Fund.
by Roger Montgomery Posted in Aura Group, Montgomery News and Updates.
- save this article
- POSTED IN Aura Group, Montgomery News and Updates.
-
The REA Group wild share price ride
Roger Montgomery
August 31, 2022
For a company with such high quality, REA Group (ASX:REA) has experienced an amazing share price range in the last twelve months. On 5 November 2021 REA hit a market capitalisation of $23.9bn when somebody paid $180.67 per share. Just seven months later, the share price hit $93.77 giving the company a market value of $12.4bn. And 43 trading days later, with the share price up 45.8 per cent at $136.70, the market value of REA Group was $18.1bn. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Beware of a head fake, warns Goldman Sachs
Roger Montgomery
August 26, 2022
When it comes to investing, a head fake is an increase or decrease in market performance that is quickly followed by a shift in the opposite direction. And with the market bouncing off recent lows, that’s exactly what the analysts at Goldman Sachs are warning could soon occur as investors realise they became too excited too soon. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
-
Why our small caps team likes IPH
Roger Montgomery
August 18, 2022
IPH Limited (ASX:IPH) is the leading intellectual property services group in the Asia Pacific region and its shares had fallen as much as 15 per cent from their 2020 highs, for no apparent reason, at which point Gary and Dominic from the Montgomery Small Companies Fund added it to the portfolio on the back of its defensive growth characteristics, strong balance sheet and monumental cash generation. The shares have subsequently rallied from $7.16 to $8.80 prior to today’s results announcement. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.