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Ausbiz – Is it time to take some risk off the table?
Roger Montgomery
August 11, 2023
In 2023, I’ve seen a cautious start turn into a resilient market rally. Global inflation peaked, impacting innovative growth stocks and overall economic growth. Jerome Powell’s confidence in a gradual economic slowdown shifts recession views, yet risks remain including exuberant rallies, job concerns, and potential negative earnings growth triggering investor profit-taking. The tight margin between corporate bond yields and the Fed Funds rate raises worries of a market sell-off. Amidst this, I spot potential in small-cap opportunities and foresee a shift from the current disinflation and growth narrative. Watch the Interview: Is it time to take some risk off the table?
by Roger Montgomery Posted in TV Appearances.
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Why we think Alliance Aviation has strong earnings growth potential
Gary Rollo
August 11, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings. Continue…
by Gary Rollo Posted in Airlines, Companies, Editor's Pick, Stocks We Like, Video Insights.
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Deflation and economic growth now suggested by the U.S. Fed
Roger Montgomery
August 10, 2023
Let me share some fresh insights affirming a view we have articulated since November last year: A recession is not inevitable, and 2023 could be a stellar year for stocks, particularly if deflation is accompanied by even anaemic economic growth. Continue…
by Roger Montgomery Posted in Market commentary.
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Is there now an opportunity to invest in Credit Corp following its share price decline?
Roger Montgomery
August 9, 2023
With Credit Corp’s (ASX:CCP) share price down 13 per cent after releasing its full year results, wiping out all the company’s gains over the past 12 months, one might reasonably wonder whether an opportunity to invest has presented itself? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Euronext and TMX Group: Two exchanges enjoying monopolistic connotations
David Buckland
August 8, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore two global financial services organisations owned by the Polen Capital Small and Mid Cap Fund – Euronext and TMX Group. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Aura Private Credit letter to investors: 04 August 2023
Brett Craig
August 7, 2023
Over the last two weeks we have explored the different loan and security types of the Aura Private Credit strategies hold exposure to via relationships with non-bank lenders we see as best of breed. These lenders provide Australian small- to-medium enterprises (SME) with specialised funding solutions, utilising securitisation warehouse structures, provided by the Aura Private Credit strategies, as investment vehicles. Continue…
by Brett Craig Posted in Aura Group.
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What can we expect from small caps this reporting season?
Michael Gollagher
August 7, 2023
As we enter reporting season, I thought it would be timely to take a moment and review four key sectors of the small companies market that will no doubt be front of mind for many investors. Continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Ausbiz – Private credit outclassing the asset classes?
Roger Montgomery
August 4, 2023
In this interview with Ausbiz, I share my insights into asset allocation, the significance of diversification for investors, and the role of private credit in these contexts. I discuss that there is no asset class that consistently outperforms others. And I also investigate the stability of private credit despite challenging economic climates. Watch the Interview: Private credit outclassing the asset classes?
by Roger Montgomery Posted in TV Appearances.
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