I joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss the importance of growth and where to find it, income and the dangers of chasing yield, and provides an explanation for why the outlook might be brighter than many commentators assume. I also talk about the growing asset class that is private credit so keep the Aura High Yield SME Fund and the Aura Core Income Fund in mind after seeking personal professional advice.

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by Roger Montgomery Posted in Investing Education, Podcast Channel.

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With inflation finally coming down, it looks like the U.S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this year.  That’s great news for equity markets, which tend to rally when rates are lower. And it’s particularly good news for technology stocks and small caps. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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On behalf of their clients, advisers, researchers and consultants appear to be taking notice of the returns Sean Sequeira, Alan Kwan, Daniel Chan and the team are generating in the Australian Eagle Trust Long Short Fund. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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After a busier than usual fourth quarter, activity returned to a more normal level for the Polen Capital Global Growth Fund in the first quarter of 2023. This is partly because we are so confident in the current state of the Fund’s Portfolio. This quarter consisted of only adding and trimming current positions in the portfolio, which included adding to Amazon and Thermo Fisher Scientific and trimming weights in Mastercard, Visa, and Abbott Laboratories. Continue…

by Polen Capital Posted in Companies, Polen Capital, Stocks We Like.

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Tuesday 02 May saw the Reserve Bank of Australia (RBA) announce a 25-basis point increase to the Cash Rate, bringing the rate to 3.85 per cent. This caught the market and mortgage borrowers off guard, which had priced in no further increase. However, it remained consistent with commentary released by the RBA Governor, Phillip Lowe, in April. Continue…

by Brett Craig Posted in Aura Group.

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I joined Ausbiz to discuss whether or not we need to see a tougher stance from the Reserve Bank of Australia (RBA) in terms of interest rate rises. Is inflation going to get back down to the 2-3 per cent target band? Watch the interview: Does the RBA need to shock the consumer?

by Roger Montgomery Posted in TV Appearances.

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On the back of an unprecedented, macro-driven environment in 2022, the first quarter of 2023 has proven no less volatile. While plenty of uncertainty remains, particularly surrounding economic growth, the trajectory of interest rates, and the subsequent impact on financial markets, global equity markets started the year in positive territory. Continue…

by Polen Capital Posted in Polen Capital.

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2023 began with a strong start as the U.S market tended to reward quality fundamentals in January. Concerns around inflation and central bank policy re-emerged in February when the U.S. Federal Reserve Chairman Powell remarked that rates may be kept at “a restrictive level for a period of time.” Despite the acute banking crisis impacting countries around the world, which we touch on below, quality fundamentals appeared to be, once again, rewarded in March. Continue…

by Polen Capital Posted in Polen Capital.

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