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  • RBA holds fire – watch our latest Ausbiz episode on the surprise RBA decision HERE.

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Looking inside the Medibank float (25/11/2014)
November 25, 2014
by Ben MacNevin
What companies are we looking at? (18/11/2014)
November 18, 2014
by Roger Montgomery
DuPont Analysis (04/11/2014)
November 4, 2014
by Scott Shuttleworth
A compelling case (28/10/2014)
October 28, 2014
by Ben MacNevin
  • MEDIA

    Ausbiz: Does the RBA need to shock the consumer?

    Roger Montgomery
    May 5, 2023

    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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    • POSTED IN TV Appearances.
  • March quarter update on the Polen Capital Global Small and Mid Cap Fund

    Polen Capital
    May 5, 2023

    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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    • POSTED IN Polen Capital.
  • March quarter update on the Polen Capital Global Growth Fund

    Polen Capital
    May 4, 2023

    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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    • POSTED IN Polen Capital.
  • Three stocks we like Roger Montgomery

    Three transport stocks we like

    Roger Montgomery
    May 3, 2023

    In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now. Roger shares three transport companies that we currently have a positive view on including Transurban (ASX:TCL), Auckland International Airport (ASX:AIA) and Alliance Aviation Services (ASX:AQZ). Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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    • POSTED IN Companies, Editor's Pick, Stocks We Like, Video Insights.
    Three stocks we like Roger Montgomery
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  • Companies the Polen Capital Global Small and Mid Cap Fund bought and sold in the March quarter

    Polen Capital
    May 2, 2023

    As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward. Continue…

    by Polen Capital Posted in Polen Capital, Stocks We Like.
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    • POSTED IN Polen Capital, Stocks We Like.
  • MEDIA

    Fear and Greed: Why this investor says dividends are overrated

    Roger Montgomery
    May 1, 2023

    I joined Sean Aylmer on The Fear and Greed Podcast to discuss dividends. A lot of investors love getting dividends. But are you looking at this the wrong way? Businesses that have attractive dividend yields may not have much money left to reinvest in the business.

    by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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    • POSTED IN Editor's Pick, Podcast Channel.
  • autonomous-trucks

    High interest rates send autonomous vehicles into reverse

    Roger Montgomery
    May 1, 2023

    For some time, we’ve been warning that rising interest rates would have catastrophic consequences for many profitless ‘prosperity companies’ (companies with no profit, and no prospect of making any). In particular, we’ve written that funding for these firms would dry up, leading to cuts in jobs and research and development (R&D), and that some firms would go under. Well, it’s all playing out as we predicted. And amid the carnage, one of the less publicised consequences is the impact on companies developing self-driving vehicles. Continue…

    by Roger Montgomery Posted in Companies.
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    • POSTED IN Companies.
    autonomous-trucks
  • Aura Private Credit

    Aura Private Credit: Letter to investors 28 April 2023

    Brett Craig
    April 28, 2023

    The Australian Bureau of Statistics (ABS) released the Quarterly Consumer Price Index this week, which confirmed a second consecutive quarterly slow down. The Reserve Bank of Australia (RBA) will be closely assessing this data in preparation for next weeks’ monetary policy decision meeting.​ Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
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