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Which investments made money in September 2022?
David Buckland
October 27, 2022
September was a very tough month for investors with the ASX 300 Accumulation Index down 7.6 per cent, the Australian Small Ordinaries Accumulation Index down 11.2 per cent and the MSCI World Accumulation Index in US$ down 9.5 per cent. Even Government Bonds declined in value with the ASX Australian Government Bond Index losing 1.7 per cent whilst the S&P U.S. Aggregate Bond Index declined almost 4 per cent. Continue…
by David Buckland Posted in Aura Group.
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Australian Eagle’s risk management process
David Buckland
October 26, 2022
The Montgomery team attended a presentation from Mark Oliver, Head of Risk, at Australian Eagle Asset Management on Thursday, and were very impressed with the institutional grade Investment and Risk Management process. Continue…
by David Buckland Posted in Investing Education.
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Could the strengthening USD trigger a financial crisis?
Roger Montgomery
October 25, 2022
Dysfunction, disorderly, crisis, financial shock. These are not the words investors want to hear, but they are increasingly on the minds of some economists, analysts and investors. So, what factors have led to such a negative outlook? Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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September quarter update on the Polen Capital Global Growth Fund
Polen Capital
October 25, 2022
During the September 2022 quarter, the world continued to experience persistent inflation. This included the zero tolerance COVID-19 policies in China resulting in the sudden and complete shutdowns of some large cities; the ongoing war in Ukraine; and substantial tightening measures by central banks worldwide. Continue…
by Polen Capital Posted in Polen Capital.
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Why I still prefer equities to bonds
Roger Montgomery
October 24, 2022
When markets are volatile – as they are right now – we start hearing more and more from commentators talking up the benefits of holding bonds in a portfolio. After all, bonds are regarded as safer and more stable than equities. But if you look at long-term returns, another picture emerges. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Boss energy – a ticket to global electrification
Michael Gollagher
October 24, 2022
As many of us know the world has embarked upon a journey to diminish its use of fossil fuels for the production of electricity. Terminology like ‘reducing greenhouse emissions’ ‘targeting net zero’ and ‘decarbonisation’ have become mainstream both in our media and in our daily lives. Continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Aura Private Credit: Letter to investors 21 October 2022
Brett Craig
October 21, 2022
This week’s insights are focused on the RBA’s minutes released earlier in the week. The RBA has identified additional considerations being made that will influence their future rate decisions, with a hint of a slow down in rate rises. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
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September quarter update on the Polen Capital Global Small and Mid Cap
Polen Capital
October 21, 2022
Over the September 2022 quarter the Polen Capital Global Small and Mid Cap Fund delivered investors a return of negative 2.58 per cent, whilst the benchmark, the MSCI ACWI SMID Accumulation Index in AUD, rose by 0.49 per cent. Both were assisted by the sharp decline in the AUD/USD exchange rate, to the tune of around 6 per cent. Continue…
by Polen Capital Posted in Polen Capital.
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