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What do the latest consumer spending insights tell us?
Roger Montgomery
August 21, 2023
In July, the Commonwealth Bank of Australia (ASX:CBA) published its inaugural monthly household spending insights (HSI) Index, replacing the superseded ‘intentions’ index. Based on online, Bpay, debit, and credit card transaction data, the insights are indeed comprehensive, coming from the bank’s seven million customers. Contrast that with a typical report or survey of a few thousand customers! This report, drawn from de-identified payments data, offers valuable insights into spending trends, and it has revealed a tightening of consumer belts with a decline in spending growth nationally to a modest 1.3 per cent in the year leading up to July. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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Could equities give back some of their 2023 gains?
Roger Montgomery
August 19, 2023
If the headline didn’t grab your attention, that’s probably because you thought it was about interest rates. In fact, it’s about the equity market itself. Continue…
by Roger Montgomery Posted in Market commentary.
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Two high-quality stocks we own in The Montgomery Funds’ portfolio
David Buckland
August 18, 2023
In this video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the positive impact of Australian Eagle’s partnership with Montgomery. They delve into recent company earnings reports, highlighting Cochlear’s (ASX:COH) return to growth as indicative of its strong business quality and long-term potential, independent of external factors. They also mention QBE’s (ASX:QBE) efforts to improve margins through enhanced risk management for better earnings quality, potentially leading to a higher market rating. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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The great recession that never was. Should we sound the all-clear? No
Roger Montgomery
August 18, 2023
Panic and speculation about a significant economic downturn in the U.S. have been part of financial discourse over the past year. Many analysts and most economists were expecting a recession, a negative shift in the economic tide, and that fear is what prevented many investors from buying equities and missing out on the gains since November. Continue…
by Roger Montgomery Posted in Market commentary.
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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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