In this week’s video insight Roger discusses the most obvious and predicted recession ever and a commensurate collapse in earnings. Earnings are holding up relatively well. But if they fall what happens to prices? Well, it turns out the relationship isn’t as clear as you might expect. Continue…

by Roger Montgomery Posted in Video Insights.

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Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector. Fast forward 60 years, and AMP is a shadow of its former self, and its share price has suffered accordingly – down 91 per cent since listing in 1998. Subsequent to its fall from grace, Australian Eagle identified certain factors which gave the company the chance to evolve and if successful, continue to play a big part in the financial services industry. Continue…

by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.

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Around 75 per cent of the World’s lithium reserves, according to the U.S. Geological Survey, can be found in Latin America (58 per cent in Chile, Bolivia and Argentina) and Australia (17 per cent). Meanwhile, China currently has 80 per cent of the global refining capacity. While not as concentrated, Chile (21 per cent), Australia (11 per cent) and Peru (9 per cent) hold a large share of the global copper reserves at a combined 40 per cent. Continue…

by David Buckland Posted in Energy / Resources.

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I joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss the importance of growth and where to find it, income and the dangers of chasing yield, and provides an explanation for why the outlook might be brighter than many commentators assume. I also talk about the growing asset class that is private credit so keep the Aura High Yield SME Fund and the Aura Core Income Fund in mind after seeking personal professional advice.

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by Roger Montgomery Posted in Investing Education, Podcast Channel.

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With inflation finally coming down, it looks like the U.S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this year.  That’s great news for equity markets, which tend to rally when rates are lower. And it’s particularly good news for technology stocks and small caps. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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On behalf of their clients, advisers, researchers and consultants appear to be taking notice of the returns Sean Sequeira, Alan Kwan, Daniel Chan and the team are generating in the Australian Eagle Trust Long Short Fund. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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After a busier than usual fourth quarter, activity returned to a more normal level for the Polen Capital Global Growth Fund in the first quarter of 2023. This is partly because we are so confident in the current state of the Fund’s Portfolio. This quarter consisted of only adding and trimming current positions in the portfolio, which included adding to Amazon and Thermo Fisher Scientific and trimming weights in Mastercard, Visa, and Abbott Laboratories. Continue…

by Polen Capital Posted in Companies, Polen Capital, Stocks We Like.

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Tuesday 02 May saw the Reserve Bank of Australia (RBA) announce a 25-basis point increase to the Cash Rate, bringing the rate to 3.85 per cent. This caught the market and mortgage borrowers off guard, which had priced in no further increase. However, it remained consistent with commentary released by the RBA Governor, Phillip Lowe, in April. Continue…

by Brett Craig Posted in Aura Group.

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