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Ausbiz – Why it’s the best time to buy small caps!
Roger Montgomery
July 27, 2023
In this podcast with Ausbiz, I’m excited to share my insights on the slowing inflation rate, which could lead to a pause in interest rate hikes by the Federal Reserve. Drawing from past experiences, I predict that our current economic downturn won’t be as severe, giving us hope for a smoother recovery. I also discuss the impressive 30 per cent surge in Nasdaq’s performance and why small cap stocks look promising in the coming year. Plus, don’t miss my thoughts on the potential of Macquarie Technology Group (ASX:MAQ) in the cloud and artificial intelligence (AI) sector. Watch the interview
by Roger Montgomery Posted in TV Appearances.
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Why a U.S. recession is no sure thing
Roger Montgomery
July 27, 2023
Fears of a U.S. recession and its impact on small companies may be one reason the share prices of many small caps have been subdued over the past year. But is a recession inevitable? Possibly not, if you look at recent data. For investors, this means many quality businesses are likely trading at very attractive prices. Continue…
by Roger Montgomery Posted in Market commentary.
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Stayer’s secrets: Mercer’s top fundie
Sean Sequeira
July 26, 2023
Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6 per cent per annum, compared to the ASX 100 Accumulation Index which returned 7.8 per cent per annum. Continue…
by Sean Sequeira Posted in Editor's Pick, In the Press, Montgomery News and Updates, On the Internet.
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ABC Nightlife: Latest News in Finance
Roger Montgomery
July 26, 2023
Roger Montgomery, Chief Investment Officer joined Philip Clark to discuss the latest financial news. This week’s focus is on the ‘mortgage cliff’ and the impact it’s having, along with an explanation of ‘disflation,’ a term currently circulating in equities markets. Additionally, they explore the growing accessibility of private credit investment for small investors. Listen to the podcast here: ABC Nightlife 25 July 2023
by Roger Montgomery Posted in Radio.
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Aura private credit: Letter to investors 21 July 2023
Brett Craig
July 26, 2023
The Aura Private Credit strategies partner with best of breed non-bank lenders who provide Australian SMEs with specialised funding solutions. These lenders utilise alternative security forms which the banks may be unable to use due to prudential regulations that govern the banking system in Australia. Continue…
by Brett Craig Posted in Aura Group.
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Why small caps could rally from here
Roger Montgomery
July 25, 2023
Back on 12 October last year, with the S&P500 in the grip of a bear market, we published a blog titled “Why it might be time to be greedy once more”. It’s turned out to be a good call, as the index has since gained 21 per cent. But not all companies have participated in the rally – large caps have easily outpaced small caps, which are now selling at very attractive prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why Polen Capital own retailer Five Below
David Buckland
July 24, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore a U.S.-based retail businesses owned by the Polen Capital Small and Mid Cap Fund – Five Below. Continue…
by David Buckland Posted in Companies, Polen Capital.
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Are we headed for another AI winter?
Roger Montgomery
July 21, 2023
I remember the 1999 tech boom like it was yesterday. I was at Merrill Lynch and the average first-day premium for a Nasdaq IPO was 90 per cent! What stood out was investors’ predilection for anything with a ‘.com’ attached to it. Plenty of companies, even junior mining explorers, whacked a .com on the tail of their changed name and watched their valuations surge. Today, I’m seeing the same trend with artificial intelligence (AI). Continue…
by Roger Montgomery Posted in Market commentary.
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