Market and finance commentators have expended enormous energy writing on the subject of the collapse of Silicon Valley, Signature and Silvergate banks, and the subsequent challenges faced by Credit Suisse. And equally expert commentary will soon speculate about who’ll be next and then about those that subsequently do collapse (First Republic Bank anyone?) Continue…

by Roger Montgomery Posted in Global markets.

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With the demise of Silicon Valley Bank (SVB) and the effect on Credit Suisse – its share price has declined 90 per cent in five years to CHF1.70 – I thought it appropriate to return to basics and dig a bit deeper into what constitutes a “Quality” business, also known as a “Compounding Machine.” Continue…

by David Buckland Posted in Investing Education.

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Today, the vast majority of the U.S. yield curve is negatively sloped. Every time this has happened in the past, a recession soon followed. This is no doubt troubling for those adversely affected. But, as an investor, I am not unduly concerned – any market turmoil could present opportunities to invest in quality businesses at bargain prices. Continue…

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

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In this week’s video insight David provides an update on our global equity partner Polen Capital including how the Polen Capital Global Emerging Markets Growth Team selects what they believe are high quality 25-40 companies with difficult-to-replicate competitive advantages.

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by David Buckland Posted in Polen Capital, Video Insights.

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The RBA is “resolute in its determination to return inflation to target and will do what is necessary to achieve that.” Last week’s 25 basis point rise to the official cash rate, now sitting at 3.6 per cent, forms part of the RBA’s approach to reign inflation back into the 2-3 per cent target range, implying that further pain is ahead. Continue…

by Brett Craig Posted in Aura Group.

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Everyone’s talking about the collapse of Silicon Valley Bank (SVB) – the largest bank failure since the global financial crisis – and debating whether it’s the start of another financial crisis. There’s Bill Ackman on one side of the Twitterverse, suggesting more banks will collapse like dominos, while on the other side, there’s U.S. President Joe Biden, who points to the safeguards introduced after the global financial crisis to stop another financial crisis from occurring again. Continue…

by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets.

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On 7 March, funeral services provider, Invocare (ASX:IVC), received an unsolicited, non-binding indicative offer from giant U.S. private equity firm, TPG Global. TPG offered to buy all the shares in IVC through a scheme of arrangement for $12.65 per share – a 40 per cent premium to its previous close. Based on a quick calculation, I think this is a pretty good deal for IVC shareholders. Continue…

by Roger Montgomery Posted in Companies.

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Roger joined Ausbiz to discuss the significance of real interest rates on markets, real rates measure your purchasing power or the change in your purchasing power. At the moment the fear is real rates could turn positive. Watch: From boom to bust: how rising real rates could impact the stock market

by Roger Montgomery Posted in On the Internet, TV Appearances.

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