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There’s a good reason the S&P/ASX200 has gone nowhere in 16 years.
Roger Montgomery
October 24, 2023
Yes, to elaborate on the title, there is a good reason as to why the S&P/ASX 200 has gone nowhere in 16 years. As is seen in the table below, from November 2007 to October 2023, there has been no capital gain. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Does the long-term outlook for Nick Scali remain strong?
Roger Montgomery
October 24, 2023
Nick Scali Limited (ASX: NCK), a leading player in the furniture industry, and among a handful of ASX-listed companies we would rank as “A1” in terms of quality, demonstrated confidence in its financial and strategic trajectory during its recent Annual General Meeting, shrugging off concerns over the post-pandemic economic landscape. Continue…
by Roger Montgomery Posted in Companies, Market commentary, Stocks We Like.
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How Deterra Royalties provides exposure to the mining industry with less volatility
Sean Sequeira
October 23, 2023
In the most traditional sense, mining companies are highly cyclical and require careful analysis by investors to avoid buying and selling at the wrong time. However, Deterra Royalties (ASX: DRR) provides exposure to the mining industry with much less volatility than owning a mining stock. Continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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How do the Aura Private Credit strategies differ from residential mortgage-backed securities?
Brett Craig
October 20, 2023
Securitisation plays a pivotal role in the global financial landscape, providing investors access to diversified pools of loan exposures, while allowing lenders to optimise their capital structure. Among the various types of securitisation products, residential mortgage-backed securities (RMBS) and private warehouse securitisations stand out as prominent categories in the Australian market. The Aura Private Credit strategy structure and invest in the latter, partnering with Australian small and medium sized business lenders. This week, we delve into the high-level differences between these two investment options. Continue…
by Brett Craig Posted in Aura Group.
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Ausbiz – Is this the dawning of a new financial era?
Roger Montgomery
October 20, 2023
In this interview with Ausbiz, I wanted to give my take on a new financial era with stable but slightly higher interest rates. I also advocated for a shift in investment strategies, especially in private credit as a reliable asset class in such an environment. The emphasis on risk diversification and thorough research to manage related risks. Watch the full interview here: Is this the dawning of a new financial era?
by Roger Montgomery Posted in Market commentary, TV Appearances.
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U.S. Consumer insight from a tiny Denver bike manufacturer
Roger Montgomery
October 20, 2023
Australian equity investors enamoured with the study of consumer behaviour might take an interest in the cycling industry, especially as it impacts the ASX-listed Flight Centre (ASX: FLT). Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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Three learnings from Polen Capital’s recent Australia tour
Dean Curnow
October 19, 2023
You always learn a lot hearing from seasoned investors. The beauty of the Montgomery business as it has grown is that these nuggets of wisdom through our partner managers are now spread across not only several asset classes but also across a number of geographies. Continue…
by Dean Curnow Posted in Polen Capital.
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ABC The Business – Navigating global turbulence: Insights on market impact
Roger Montgomery
October 18, 2023
In my recent interview on ABC The Business with Kirsten Aiken, I wanted to discuss current global issues and its impacts on the market, the recent (and unique) protest vote surrounding Maxine Brenner on the basis of corporate governance, and the recent minutes released by the Reserve Bank of Australia (RBA) regarding rate hikes. You can watch my interview from the 10:30 minute mark from the episode published 17 October. Navigating global turbulence: Insights on market impact.
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
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