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Navigating the mortgage cliff: why we’re confident it’s more of a steppingstone than a stumble
Roger Montgomery
August 17, 2023
It was comforting to read CoreLogic’s latest update on the state of the property market in August, which also happens to be the peak month for low fixed-rate mortgages rolling off onto much higher variable rates. Continue…
by Roger Montgomery Posted in Property.
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The Polen Capital Global Small and Mid Cap Fund is now available via Netwealth
Dean Curnow
August 16, 2023
We are pleased to announce that the Polen Capital Global Small and Mid Cap Fund has been recently added to both the Netwealth Super/Pension and Investments (IDPS) menus. This is the second of Polen Capital’s global strategies that has been made available to investors via Netwealth, the first being the Polen Capital Global Growth Fund (B Class Units). Continue…
by Dean Curnow Posted in Polen Capital.
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Four companies the Polen Capital Global Small and Mid Cap Fund recently added to its portfolio
Polen Capital
August 15, 2023
Market volatility and substantial shifts in share prices provide the opportunity to refine the businesses we own. During the June quarter the Polen Capital Global Small and Mid Cap Fund initiated four new positions in Alight Solutions, Markel, Shift, and Tomara. Continue…
by Polen Capital Posted in Companies, Polen Capital.
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Why Workday and Globant were added to the Polen Capital Global Growth Fund
Polen Capital
August 15, 2023
During the June quarter the Polen Capital Global Growth Fund added two new holdings to the portfolio, Workday which was quickly built-up to a full-sized holding and a smaller position in Globant. Continue…
by Polen Capital Posted in Companies, Polen Capital.
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Nick Scali FY23 Results: Onwards and upwards despite consumer volatility
Roger Montgomery
August 15, 2023
There are a handful of retailers in Australia that we can class in terms of quality as superior, if not unsurpassable. Those retailers include JB Hi-Fi, ARB and Reece Plumbing. Another is Furniture giant Nick Scali (ASX:NCK). The company unveiled its financial results for FY23, Friday, demonstrating praiseworthy resilience and adaptability despite the uncertain market conditions. Continue…
by Roger Montgomery Posted in Companies.
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JB Hi-Fi’s FY23 results overview
Roger Montgomery
August 14, 2023
Australian-based electronics and home appliance retailer, and consumer litmus test (not forget one of the highest quality retailers in the country), JB Hi-Fi (ASX:JBH), has unveiled its FY23 results, and it’s a mix of estimate-beating gains with some slowing trends, especially in The Good Guys division. Here’s a quick dive into the numbers and what they mean for the retailer, and possibly, its shares. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Uncertain Central Banks requires diversification
Roger Montgomery
August 14, 2023
Have you noticed in recent months central banks have been ambiguous about their future policy actions? This could be because they don’t know what the future holds, or it could be intentional. Continue…
by Roger Montgomery Posted in Market commentary.
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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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