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Two changes impacting markets
November 29, 2018
by Roger Montgomery
Will the negative financial headlines lead the Aussie consumer?
November 13, 2018
by David Buckland
Reducing our Weighting to Cash
November 6, 2018
by Tim Kelley
How to evaluate a mining company’s profitability
October 29, 2018
by Joseph Kim
  • Keep an eye on New Zealand as the lead indicator

    David Buckland
    December 14, 2023

    In this week’s video insight, I delve into the discussions surrounding the Reserve Bank of New Zealand’s proactive approach to inflation, the nuanced shifts in major economies, and the potential impacts of tightening monetary policies. Continue…

    by David Buckland Posted in Global markets, Market commentary, Video Insights.
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    • POSTED IN Global markets, Market commentary, Video Insights.
  • Aura High Yield SME Fund: Low dispersion of returns and no negative months (to date)

    David Buckland
    December 13, 2023

    The standard deviation, or measure of the amount of variation, of the S&P/ASX 300 Accumulation Index over the period between 1 August 2017 and 31 October 2023 was 15.2 per cent. One standard deviation (or plus or minus 15.2 per cent) means the dispersion around the average occurs 68 per cent of the time, whilst two standard deviations (or plus or minus 30.4 per cent) means the dispersion around the average occurs 95 per cent of the time. Continue…

    by David Buckland Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Are small caps finally taking off?

    Roger Montgomery
    December 12, 2023

    Back in July, I wrote about the historically large gap between large and small-cap companies, noting that the extremely narrow rally in the largest technology companies, now more commonly referred to as the Magnificent Seven, resulted in many smaller caps being relatively undervalued. The highest-quality names with earnings growth may present a compelling opportunity, especially if professional investors conclude the macroeconomic and interest-rate backdrop is supportive. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
  • The interest rate conundrum: Conflicting forecasts from banking giants

    Roger Montgomery
    December 11, 2023

    In this week’s video insight I wanted to discuss the contrasting predictions from Australia’s major banks regarding interest rates, painting a nuanced picture of the economic landscape. Shayne Elliott from ANZ anticipates sustained rate hikes amid escalating growth pressures. In contrast, NAB’s Ross McEwan suggests rates might have peaked, while CBA hints at a possible rate cut. These varied perspectives hold significant implications for households with mortgages and investors. Continue…

    by Roger Montgomery Posted in Economics, Video Insights.
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    • POSTED IN Economics, Video Insights.
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  • What can we expect from stocks and bonds in 2024?

    Roger Montgomery
    December 8, 2023

    Since late October, financial markets have witnessed a significant shift, adjusting to a softer labour market and persistent disinflation. As an aside, the latter – disinflation – was a condition we wrote about a year ago, suggesting it should support the share prices of innovative growth companies, especially those with pricing power. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
  • Could deflation be the next surprise?

    Roger Montgomery
    December 7, 2023

    After the well-documented U.S. money printing spree of 2020-21, something interesting happened in the U.S.: Inflation started picking up in 2021-2022. Just as it takes time for water to fill a bucket, it took time for inflation to emerge, but when it did, annualised inflation averaged 7.7 per cent for 18 months from January 2021 to July 2022 (Figure 1). Continue…

    by Roger Montgomery Posted in Companies, Global markets, Market commentary.
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    • POSTED IN Companies, Global markets, Market commentary.
  • Except for AI, private equity and VC investors are sitting on the sidelines

    Except for AI, private equity and VC investors are sitting on the sidelines

    Roger Montgomery
    December 6, 2023

    Private market data provider Pitchbook recently released their quarterly Emerging Technology Indicator (ETI) insights, revealing the subsectors in which private equity deals, and angel, seed, and early-stage venture capital (VC) fund-raising rounds are being completed. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    Except for AI, private equity and VC investors are sitting on the sidelines
  • Worried about rising rates creating choppy conditions? Not everyone is in the same boat

    Roger Montgomery
    December 5, 2023

    Investors in the Aura High Yield SME Fund (for wholesale investors) have experienced returns of 9.61 per cent per annum, since inception, earning monthly cash income with no negative months nor loss of capital. *

    In a world where the interest rate tide has been rising, savvy investors are sailing towards more stable horizons. The Aura High Yield SME Fund, designed for wholesale investors, has emerged as a beacon of consistent returns, offering a compelling case for investors looking to diversify their portfolios away from volatile seas. Continue…

    by Roger Montgomery Posted in Aura Group.
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    • POSTED IN Aura Group.
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