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Why Macquarie Group is a high conviction position in The Montgomery Fund
Sean Sequeira
November 17, 2022
Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the heavy emphasis on first identifying quality businesses in both Australian Eagle’s and Montgomery’s investment process. Continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Will house prices drop once fixed rate mortgages mature?
Roger Montgomery
November 16, 2022
In this week’s video insight Roger addresses wave of fixed-rate mortgages that will soon revert to much higher rates and the impact this will have on national property prices. So exactly how many mortgages were written and is there actually a cliff we need to worry about? Continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
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Oil, shares and Australian dollar rally as growth to the rescue
Roger Montgomery
November 15, 2022
Vesna Poljak published an article in the Australian Financial Review discussing how US CPI came in at a lower-than-expected annual increase of 7.7 per cent in October, a better outcome than forecast by economists. Vesna draws on Roger’s thoughts on how bull markets tend not to be sustained when rates are still rising. Read the article: Oil, shares and Australian dollar rally as growth to the rescue (paywall)
by Roger Montgomery Posted in On the Internet.
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Some interesting health related companies enter the Polen Capital Global Small and Mid Cap Fund
David Buckland
November 15, 2022
Portfolio Manager, Rob Forker, and the team running the Polen Capital Global Small and Mid Cap Fund have recently added two healthcare related companies to the portfolio. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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AUB Group – insurance growth without insurance risk
Michael Gollagher
November 14, 2022
There are many factors that come into play when you consider constructing a portfolio of stocks. Many people want to see a line up of superstars who are expected to shoot the lights out. Having said that, as we all know in investment markets there is no such thing as a free lunch. Continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Big days in small companies
Roger Montgomery
November 11, 2022
Overnight, U.S. stocks posted their strongest rally in years, after the country’s October consumer price data provided further confirmation inflation has indeed peaked. These are big moves that investors cannot afford to miss, which is why we will continue to generally advise being greedy when others are fearful. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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History shows us how rising rates affect equity returns
Roger Montgomery
November 11, 2022
Instead of trying to speculate when the market will turn around, I think investors would be better off focusing on changes in interest rates. After all, history teaches us that changes in interest rates, and the extent to which rates rise beyond consensus estimates, are a major determinant of price-to-earnings (P/E) ratios and, therefore, sharemarket returns. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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The Aura difference
Dean Curnow
November 10, 2022
Given the considerable volatility of markets this year it is no surprise investors are seeking to derive income from areas not correlated to traditional asset classes, namely equities and bonds. Continue…
by Dean Curnow Posted in Aura Group, Investing Education.
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