Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.
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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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MEDIA
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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A couple of standouts in a tough September 2023 Quarter
David Buckland
October 18, 2023
In this week’s video insight, I’ll be discussing the pleasing performance of both the Montgomery Small Companies Fund and the Aura High Yield SME Fund (for wholesale investors) in the September 2023 quarter. During this time stock markets observed widespread negative returns, mainly due to a significant increase in U.S. ten-year treasury bond yields. Continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
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MEDIA
Ausbiz – Challenging the prediction of a grim decade for equities
Roger Montgomery
October 17, 2023
In this interview with Ausbiz, I wanted to share a different perspective on the future of investments. I challenged the widespread concerns about the S&P 500 indicating a potentially bleak decade ahead. I also wanted to emphasize that individual investors should move beyond broad indices and instead focus on quality businesses. Watch the full interview here: Challenging the prediction of a grim decade for equities
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
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Australian SMEs, non-bank lenders, private credit funds & securitisation
Brett Craig
October 17, 2023
The Reserve Bank of Australia provided an update on its “Recent Developments in Small Business Finance and Economic Conditions” series in the September 2023 bulletin1. The update touches on both the contribution of SMEs to the Australian economy and their access to finance (particularly small businesses), via traditional ADI (bank) funding and non-bank funding. Continue…
by Brett Craig Posted in Aura Group.
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What can we expect from equities in the near future?
Roger Montgomery
October 16, 2023
Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they right? There are always plenty of people happy to offer their opinion. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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