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U.S. regional banks two-point-Oh!
Roger Montgomery
September 4, 2023
We appear to be witnessing a shift in the U.S. banking landscape and recent events suggest we should proceed with caution. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Aura Private Credit insights: Are the rising interest rates finally having their desired effect?
Brett Craig
September 1, 2023
The latest monetary policy decision made in August was to hold the cash rate at 4.10 per cent. With the Reserve Bank of Australia’s (RBA) monetary policy meeting next week, many are wondering if the RBA has another rate hike up their sleeve. Whilst many believe we are nearing the top of the rate hiking cycle, understanding the current economic conditions will assist in determining the probability of an interest rate hike versus a hold on interest rates. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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What ‘Appens’ next?
Roger Montgomery
September 1, 2023
Appen (ASX:APX), a self-described global leader in data collection, adaptation, and labelling for major technology firms, has been variously considered a technology company, a machine learning beneficiary, and more recently, an AI winner. In truth, it is a stretch to consider it any of these things. And in my opinion, it is none of these things and never has been. Continue…
by Roger Montgomery Posted in Companies.
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WHITEPAPERS
Hidden in plain sight: our quest for quality around the world
Polen Capital
August 31, 2023
Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative to the U.S., we believe international now has some notable winds at its back, including cheap absolute and relative valuations and moderating dollar strength. Continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Whitepapers.
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In support of the bulls
Roger Montgomery
August 31, 2023
We’ve recently shared several posts, and appeared in the odd media interview, explaining why equity investors might have cause to pause. After a significant rally in the U.S. S&P500, there are several reasons why we anticipate a sell-off in equities in the upcoming days and weeks. However, markets consist of both buyers and sellers. To provide a more balanced perspective, in this article we delve in the reasons behavioural finance experts believe the U.S. equity market rally might persist until the year’s end. Continue…
by Roger Montgomery Posted in Market commentary.
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Wrapping up the 2023 financial year reporting season: A mix of resilience and uncertainty
Roger Montgomery
August 30, 2023
In this week’s video insight, Roger Montgomery delves into the recently concluded 2023 financial year reporting season which presented a mixed picture. Continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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MEDIA
ABC nightlife: Latest news in finance
Roger Montgomery
August 30, 2023
Roger Montgomery, Founder and Chairman joined Phillip Clark from ABC Nightlife to discuss the reporting season so far, including the huge profits being announced by Qantas and the supermarkets. They also discuss the slowdown of the Chinese economy and how Baby Boomers will have to change their investment mix to shift away from growth to income producing investments such as private credit. Listen to the podcast here: ABC Nightlife 29 August 2023
by Roger Montgomery Posted in Radio.
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Private Credit outclassing the asset classes
Roger Montgomery
August 30, 2023
Every six months, Morningstar assembles its Annual Asset Class Returns “gameboard” (Figure1.). The matrix displays the performance of seven major asset classes over the last 20 financial years to 30 June 2023. While the compilation doesn’t offer much by way of predictive value, its usefulness is in its educational content. Continue…
by Roger Montgomery Posted in Aura Group, Market commentary.
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